semiconductor 結果共158筆

Taiwan’s 2023 GDP growth forecast has been lowered to 1.42%, the lowest in 14 years, due to weaker exports and private investment. Year-end bonuses for Taiwanese workers have also been affected, with the average amount shrinking to 1.08 months’ worth of salary, hitting a 10-year low. The financial industry leads in bonus payouts with an average of 1.83 months’ salary, followed by the semiconductor industry at 1.38 months. The healthcare services industry averages just 0.97 months of salary, while the accommodations and food services sector lags further behind at only 0.59 months. Despite the downward revision, the DGBAS remains optimistic for 2024, forecasting a GDP growth rate rebound to 3.35%. However, challenges such as the Ukraine-Russia war, the Israel-Palestine conflict, and ongoing inflation may pose risks to the global economy. Looking ahead to 2024, local job banks predict pay increases in 47.5% of companies, with an average salary hike of 3.2%, slightly lower than in 2023. Experts caution that Taiwan’s economic recovery may not be as swift as hoped.

This news story covers the comprehensive submission of third-quarter financial reports by TWSE-listed companies, with Mutto Optronics Corporation being the only exception. It highlights significant revenue changes in various sectors, including the automotive, financial, and semiconductor industries.

Taiwan’s foreign investment landscape has undergone a significant shift, with investments in Southeast Asia surpassing those in mainland China for the first time in 30 years. From January to October this year, Taiwan invested US＄4.96 billion in Southeast Asia compared to US＄2.63 billion in China. The total number of approved foreign investments during the same period decreased by 8.18%, totaling 1,864 investments. The total investment amount was US＄8.39 billion, marking a 27.35% decrease compared to the previous year. Jiangsu Province emerged as the main beneficiary of Taiwan’s investments in mainland China this year. The changes in Taiwanese investment behavior can be attributed to shifts in global supply chains caused by the COVID-19 pandemic and the China-U.S. trade war. Notably, Taiwan Semiconductor Manufacturing Company (TSMC), Foxconn, and Yang Ming Marine Transport Corporation played a significant role in foreign investment, with TSMC investing US＄8 billion in U.S. companies and €3.5 billion in German firms, while Foxconn and Yang Ming Marine each injected US＄800 million into Singaporean businesses. This year marks the first time in three decades that investment in Southeast Asia has exceeded that in mainland China.

Taiwan Semiconductor Manufacturing Company (TSMC) predicts a surge in artificial intelligence (AI) orders in the coming year, with October’s revenue reaching NT$243.203 billion ($8.6 billion), a 34.8 percent monthly increase and a 15.7 percent annual increase. TSMC’s stock price has also been on a steady rise, accumulating a growth of 7.5 percent since November. Morgan Stanley semiconductor research analyst Charlie Chan attributes TSMC’s revenue growth to signs of recovery and the robust demand for AI semiconductors worldwide. NVIDIA’s expanded order to TSMC, along with increased demand from clients like Apple and Advanced Micro Devices (AMD), has led TSMC to accelerate the enhancement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS). CoWoS enables TSMC to effectively reduce costs and trim electric consumption by packaging chiplets on a silicon interposer and placing them on a package substrate. However, TSMC’s current CoWoS capacity remains a bottleneck for NVIDIA’s AI GPU chips, though the company forecasts a rebound in productivity by the end of 2024 to meet customer demand.

The total semiconductor industry output is projected to reach NT＄4.3 trillion in 2023, with a year-on-year decrease of 11.2%, according to a revised forecast by Taiwan’s Industrial Technology Investment Corporation (ITRI). The wafer foundry industry is expected to have an output value of NT＄2.46 trillion, surpassing the earlier forecast of NT＄2.38 trillion, and showing an 8.2% yearly decrease. The semiconductor manufacturing industry, including wafer foundry and DRAM, is set to have an output value of NT＄2.64 trillion, with a year-on-year decrease of 9.6%. TSMC’s operational growth is likely to contribute to an anticipated 8.1% growth in Taiwan’s semiconductor manufacturing output in the fourth quarter.

National Taiwan University (NTU) President Chen Wen-chang has announced plans to establish a new undergraduate semiconductor program, which has been submitted to the Ministry of Education for review. The program is expected to start in 2024, admitting around 50 to 60 students per year, mainly from international backgrounds. The renovated building at NTU’s Shuiyuan Campus will be designated for the use of prospective semiconductor major students. Additionally, Chen expressed his intention to establish an ＂International Political Economy Institute＂ at the renovated Downtown Campus on Xuzhou Rd., with further discussions and a university-wide meeting scheduled for December 23 to address concerns and foster dialogue on the proposed institute.

Taiwan Semiconductor Manufacturing Company (TSMC) plans to recruit over 1000 young talents in 2024, aiming to reach new recruitment heights after hiring 1135 employees this year. As a dominant chip maker, TSMC is committed to being a top industry leader in providing electric power supplies and supporting Taiwan’s goal of achieving net-zero emissions by 2050. The recruitment process involves multiple stages, including writing and speaking tests, on-site reviews, and hands-on task evaluations. TSMC expects to fill 965 job positions across 16 disciplines, including electric power distribution, transmission, substation, electric engineering, machinery, civil engineering, and integrated administration. The company also aims to offer 40 positions for applicants with physical and mental disabilities. Preliminary exams will be held in Taipei, Taichung, Kaohsiung, and Hualien on May 12 next year. Successful candidates will be offered a starting salary of around NTD$ 32 thousand. TSMC encourages the public to apply for these positions and contribute to maintaining a stable and sustainable power supply for Taiwan’s future.

The Minister of Economic Affairs praised the growing industry ties between Taiwan and Japan at the 2023 Japan-Taiwan Image Exhibition. Investments from Japanese companies such as Ebara, Fujifilm, and semiconductor factories are expected to contribute significantly to Taiwan’s economy, reaching a value of NTD$10 billion. Japan’s interest in Taiwan’s semiconductor industry, particularly TSMC’s projects in Kumamoto, suggests the potential for future collaboration. Minister Wang Mei-hua emphasized the importance of adopting low-carbon and smart technologies for a sustainable future, aligning with Japan’s smart city initiatives. She also highlighted the potential of hydrogen power, urging Taiwan to follow Japan’s lead in developing new technologies and exploring infrastructure partnerships.

U.S. Ambassador Matt Murray highlights the importance of APEC as a platform for dialogue on supply chain resilience and economic security, with a focus on the semiconductor industry, ahead of the Biden-Xi Summit.

Arizona-based popsicle shop, AZ Pops, has received its largest order to date - a purchase order of over 6,500 popsicles. Local media reports that the shop’s owner, Pam Raphael, credits the boost in business to large local corporations becoming their customers. Taiwan Semiconductor Manufacturing Co. (TSMC) is the most recent company to place a bulk order. AZ Pops takes pride in offering popsicles that are free from artificial colors, fillers, flavors, and sweeteners. Raphael believes that their popsicles not only make people happy but also boost morale, making them a popular choice among large company employees.

NVIDIA founder and CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (TSMC) founder Morris Chang, acknowledging that his company would not exist without the foundation laid by the world’s largest chipmaker. Huang lauded TSMC’s manufacturing of advanced chips, their constant innovation, and their ability to push the boundaries of physics. He referred to Chang as the ＂Godfather of Technology＂ in Taiwan. Chang was honored with the KT Li Award, and President Tsai Ing-wen personally congratulated him. Huang, who traveled from the U.S. with his wife to attend the event, reminisced about his first meeting with Chang and acknowledged TSMC’s significant impact on NVIDIA by accommodating its evolving needs.

The Ministry of Economic Affairs (MOEA) reassures that Taiwan has sufficient land for the semiconductor industry, despite concerns over shortages in land, water, energy, labor, and talent. Media reports claimed that Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) had abandoned its Longtan plant, highlighting potential issues in the semiconductor industry. However, the MOEA states that it is actively working on land allocation and expansion plans in science parks and industrial parks. The government aims to meet all land requirements for industry expansion and new factories, while providing full services to manufacturing businesses. The MOEA is fully committed to assisting semiconductor companies in developing in Taiwan, with the goal of maintaining Taiwan’s dominant role in global semiconductor manufacturing.

The global semiconductor revenue is projected to drop by approximately 12% in 2023 but is expected to rebound by more than 11% next year, reaching a total revenue of US＄550 billion, according to International Business Strategies (IBS). Major semiconductor companies, including Intel Corp, TSMC, and Samsung Electronics, have indicated that the industry downturn has passed. Although Samsung Electronics’ profit for Q3 fell 38%, inventory is returning to normal levels, and oversupply is easing due to production cutbacks. Samsung’s deputy head of the Memory Division suggests that the recovery trend could continue into next year. Despite challenges such as inflation, the war in Ukraine, and clashes between Israel and Hamas, the semiconductor market recovery reflects the resilience of the global economy.

TSMC Founder Morris Chang underscores the emerging challenges for Taiwan’s semiconductor industry, emphasizing national security amidst global shifts. With AI demand surging and changing supply chain dynamics post-pandemic, Taiwan must navigate geopolitical tensions and retain its global edge in chipmaking.

Explore the complex dynamics surrounding the semiconductor industry as Taiwan Semiconductor Manufacturing Company (TSMC) expands to the U.S. Scholars Larry Diamond and Orville Schell discuss the implications in their book ＂Silicon Triangle: The United States, Taiwan, China, and Global Semiconductor Security,＂ examining U.S., Taiwan, and China relations, as well as upcoming Taiwanese elections.

The Minister of Economic Affairs, Wang Mei-hua, has refuted online rumors that the government plans to sell shares of Taiwan Semiconductor Manufacturing Co. (TSMC). In fact, the government has been increasing its stake in TSMC, with the National Development Fund of the Executive Yuan owning major shares. The National Development Council (NDC) has also clarified the situation. Minister Wang emphasized the importance of TSMC in Taiwan’s economic development and the government’s continuous support for the tech giant.

Taiwan Semiconductor Manufacturing Company (TSMC) has received approval from the Ministry of Economic Affairs to establish a fabrication facility in Germany. At the CDKWV 90th Anniversary International Conference, optimism abounded as experts discussed the potential of this 3.5 billion-euro investment. Dr. Jörg Polster, Director General of the German Institute Taipei, highlighted the compatibility of cultures, while Stan Shih, Acer’s co-founder, raised concerns about cultural differences. The partnership is expected to deepen as German investments in Taiwan reach record levels.

Taiwan Semiconductor Industry Association Chair Cliff Hou has made four key suggestions to the government in a proposal, emphasizing the need to prepare for significant changes in the global semiconductor industry due to the rise of AI.

Explore the deepening industrial relationship between Taiwan and Germany as German Institute Taipei Director-General Jörg Polster praises the long-standing ties. Following TSMC’s announcement of its first European factory in Germany, Polster emphasizes mutual growth opportunities and highlights plans for student exchanges in 2024.

Taiwan’s National Development Council Minister Kung Ming-Hsin highlights TSMC’s readiness to establish a factory in Germany after the recent approval of its plans by the Investment Commission of the Ministry of Economic Affairs.

Minister of Economic Affairs Wang Mei-hua confirmed on Thursday (Oct. 26) that an area at the Central Taiwan Science Park in Taichung (CTSP) has been reserved for the use of Taiwan Semiconductor Manufacturing Company (TSMC). ​​​​​​​She explained that TSMC will decide further details of the plans. Earlier in October, TSMC scraped third-phase plans to move into the Longtan Science Park in Taoyuan in a public statement following strong protests from residents. 

Vice Premier Cheng Wen-tsan announces audit of land use for high-tech firms in Taiwan. Government is committed to providing options for all high-tech companies, including TSMC.

Taiwan Semiconductor Manufacturing Co. (TSMC) announced its financial results for the third quarter of 2023, revealing a capital expenditure projection of NT＄226.6 billion for the year. The company plans to allocate 70% of this capital outlay to advanced processes, 20% to specialized processes, and 10% to packaging and other related sectors. TSMC’s consolidated revenue for the third quarter decreased by 10.8% compared to the same period last year, reaching approximately NT＄546.73 billion. The earnings per share (EPS) stood at NT＄8.14.

Taiwan’s Minister of Foreign Affairs, Joseph Wu, expresses deep regret over former President Ma Ying-jeou’s suggestion that certain U.S. factions are using Taiwan’s semiconductor industry as a weapon, and condemns Ma for aligning himself with Chinese positions. Wu emphasizes the Taiwanese government’s position and the importance of garnering international support in the face of rising cross-strait tensions.

Taiwan Semiconductor Manufacturing Company (TSMC) has decided not to proceed with its plans to establish a new chip factory in Taoyuan’s Longtan District due to strong opposition from local residents. The company initially intended to produce chips smaller than 2 nanometers at the site, but the negative public response led to the abandonment of the project. The government’s expropriation of a land area, of which 90% is private property, sparked public dissatisfaction.