semiconductors 結果共26筆

Discover Taiwan’s ambitious plan to become an AI powerhouse, unveiled by President Lai at Taipei COMPUTEX. With support from NVIDIA and TSMC, the initiative focuses on stable power, supercomputers, and talent in AI and semiconductors.

Discover how U.S. Secretary of Commerce Gina Raimondo warns of the severe impact on the U.S. economy if China takes control of Taiwan’s TSMC, a key semiconductor supplier.

The U.S. National Science Foundation (NSF) has launched a groundbreaking program in Taiwan to support the country’s semiconductor and AI industries, marking the first time the NSF has sponsored seminars abroad to discover and fund deep tech companies. The initiative aims to strengthen Taiwan’s role in global technology supply chains and drive economic growth for both countries.

The inaugural Taiwan-France High-Level Economic and Trade Dialogue, led by Taiwan’s Minister of Economic Affairs, Wang Mei-hua, discussed cooperation in semiconductors, AI, and electric vehicles. French officials agreed to integrate industrial and economic cooperation meetings, with a focus on supply chain opportunities in renewable energy and the space industry. Bilateral trade between Taiwan and France reached a record high of $60.9 billion last year, with significant investments from both sides.

U.S. Commerce Secretary Gina Raimondo announces a US$5 billion investment in the semiconductor industry during her visit to Thailand and the Philippines. The investment aims to bolster production and foster growth opportunities in the Asia-Pacific region. Thailand’s commitment to the semiconductor sector is highlighted, with Minister of Commerce Srettha Thavisin emphasizing its strategic importance and readiness for industry collaboration. Raimondo’s visit underscores the U.S.’s focus on diversifying supply chains and strengthening ties with the region.

U.S. Secretary of Commerce Gina Raimondo aims for the U.S. to produce 20% of the world’s cutting-edge semiconductors by 2030. Companies like Intel, TSMC, and Samsung are seeking over US＄70 billion in subsidies under the 2022 CHIPS and Science Act. Raimondo highlights TSMC’s Arizona project and expresses gratitude for their contributions. The government plans to fund more projects to achieve the 20% global semiconductor production target by 2030. The U.S. Department of Commerce is expected to announce new subsidies, with TSMC likely to receive funding.

Former U.S. President Donald Trump pledges to reapply tariffs on Chinese goods, potentially exceeding 60%, if he wins the November presidential election. He offers no clear answer on whether he would assist Taiwan in the event of a Chinese attack. Trump plans on imposing a 60% tariff on Chinese goods, a number that may increase. He is leading in the Republican primary and is expected to face incumbent President Joe Biden in November. Trump imposed tariffs amounting to US$250 billion on Chinese imported goods during his term, sparking a trade war. Biden retained Trump’s tariff policy and banned the export of advanced semiconductors and semiconductor production equipment. Trump disputes rumors of another trade war with China, stating that he has handled all matters related to China well. He also criticizes Taiwan for taking semiconductor jobs from the U.S. and suggests imposing tariffs and trade barriers on Taiwan.

Following the United Kingdom’s departure from the European Union (EU), Taiwan’s representative to the UK, Vincent Yao, stated that Brexit has allowed the UK to establish closer economic ties with Taiwan, potentially helping Taiwan resist China’s attempts to isolate it. Taiwan is also increasingly investing in the UK, with the goal of becoming the UK’s primary trading partner in Europe. Additionally, strengthening UK-Taiwan trade relations could benefit the UK by providing access to Taiwan’s key industries, such as semiconductors. The bilateral relationship between Taiwan and the UK is reflected in the increase of UK government officials posted to Taiwan and the expansion of the UK office in Taipei. Collaboration between the two countries extends to areas such as artificial intelligence, offshore wind power, and electric vehicle batteries. However, there is still room for further development in bilateral cooperation.

ITRI and TSMC are partnering to develop a SOT-MRAM array chip with lower power consumption and faster operation than STT-MRAM. The new design has potential applications in in-memory computation and is expected to advance the field of high-speed semiconductors. The General Director of ITRI’s Electronic and Optoelectronic System Research Laboratories, Chang Shih-chieh, highlighted the chip’s low power consumption and quick 10-nanosecond operating time, which enable improved computational efficiency and expand the potential applications beyond traditional memory-oriented scenarios. The research results were presented at the IEDM, showcasing the technology’s potential for high-performance computing, artificial intelligence, and automotive chips. Additionally, ITRI’s focus on non-volatile memory technologies demonstrates their commitment to pushing the boundaries of the domestic semiconductor markets and exploring new areas of application.

Chinese companies are increasingly establishing supply chains in Vietnam as U.S. companies like Apple move production there, according to Japanese media reports. Export restrictions on advanced semiconductors and semiconductor production equipment to China by the Biden Administration have led to difficulties for Chinese manufacturers, prompting a shift in investment towards alternative manufacturing bases like Vietnam. Approved foreign direct investment in Vietnam increased by 15% from January to November 2023, with Chinese investment, including from Hong Kong and Macao, doubling from the previous year. Chinese investment in Vietnam is even higher when routed through subsidiaries based in Singapore and Thailand. Notable investments include Shandong Haohua Tire Co. Ltd.’s US$500 million investment and Trina Solar Co., Ltd.’s US$420 million decision. BYD Company also announced an expansion investment of US$144 million, bringing its total investment in Vietnam to over US$400 million. Japanese experts believe that Chinese enterprises must engage in joint advancements in cutting-edge technology with local entities to be seen as partners by the Vietnamese.

Taiwan Semiconductor Manufacturing Company (TSMC) may face obstacles in establishing a factory in Germany due to a shift in German subsidies. Minister of Economic Affairs Wang Mei-hua has confirmed that the German government is actively addressing the budget issues involved. The recent ruling by Germany’s Federal Constitutional Court, which deemed the diversion of pandemic funds for the ＂Climate and Transformation Fund＂ unconstitutional, has raised concerns about the fulfillment of financial promises to TSMC and other tech giants like Intel Corporation. If Germany decreases its subsidies, TSMC may need to renegotiate or even abandon its plans for the factory. The Taiwanese government is closely monitoring the situation and is prepared to provide support if necessary. This investment dispute has significant implications for the global supply chains and the semiconductor industry, as TSMC’s advanced semiconductors are in high demand worldwide.

The Minister of Economic Affairs, Wang Mei-hua, stated that the release of the list of key national technologies will not impact businesses as they have been consulted beforehand. The focus is on enhancing the protection of critical technologies. The National Science and Technology Council revealed a list of 22 core national key technologies across defense, agriculture, semiconductors, space, and cyber-security, including two semiconductor technologies. Personnel involved with key technologies receiving over 50% subsidies from the government must seek permission before traveling to China, as per the National Security Act and the Act Governing Relations between the People of the Taiwan Area and the Mainland Area. The two semiconductor technologies listed are IC fabrication technology for processes smaller than 14 nanometers and heterogeneous integration packaging technology. Wang emphasized the importance of protecting key technologies to prevent confidential business information leakage and enhance national security standards. The next steps involve reviewing and providing lists of personnel meeting certain subsidy thresholds and involved with sensitive technologies to relevant entities for management purposes.

The Industrial Technology Research Institute (ITRI) has signed a cooperation agreement with the Tokyo Institute of Technology (Tokyo Tech) to collaborate on semiconductors, net zero emissions, biotech and medicine, and startups. The aim is to leverage complementary strengths to achieve mutual benefits. ITRI President Edwin Liu highlighted the cultural and professional parallels between Taiwan and Japan, emphasizing the potential for a win-win situation. Tokyo Tech President Kazuya Masu expressed interest in biotech, medicine, and startups, and looked forward to further international cooperation. Both institutes shared their respective advances in clean energy and green transition. The partnership is strategic as Tokyo Tech prepares to merge with Tokyo Medical and Dental University (TMDU), offering opportunities for expansion into the biomedical field. The collaboration will be deepened through technical symposiums and sharing of research outcomes, setting a benchmark for international research partnerships.

The World Semiconductor Trade Statistics (WSTS) predicts a 13.1% surge in global semiconductor revenue for 2024, reaching US$588.364 billion. Memory products are expected to be the main driver, with a projected revenue jump of 44.8%. In contrast, current-year revenues are estimated to decline by 9.4% to approximately US$520.126 billion. WSTS has revised its current-year revenue predictions due to better-than-expected performances in certain end markets. Discrete semiconductors are projected to grow by 5.8% in 2023, while optoelectronic products, sensors, and integrated circuits are anticipated to experience declines of 3%, 10.9%, and 8.9% respectively. Europe is the only market expected to expand, with a growth rate of 5.9%, while the American market is predicted to decline by 6.1%, Japan by 2%, and the Asia-Pacific region by 14.4%. In 2024, growth is anticipated across all major markets and semiconductor product categories, including memory, discrete semiconductors, optoelectronics, and sensors. Europe is predicted to grow by 4.3%, Japan by 4.4%, the American market by 22.3%, and the Asia-Pacific region by 12%.

DPP presidential candidate Lai Ching-te emphasized the importance of kindness among Taiwanese people and his vision for Taiwan’s future during his speech at the inaugural meeting of his campaign headquarters in Taoyuan. The event was attended by prominent DPP figures, including President Tsai Ing-wen. Lai’s pairing with his vice-presidential running mate Hsiao Bi-khim, dubbed the ＂Virtue Team,＂ has garnered attention online. Lai advocated for democracy over dictatorship and called for support of Taiwan’s international industry without relying too heavily on China. He outlined policies to boost industries such as semiconductors, artificial intelligence, and green energy technology. Lai also criticized the ＂Blue-White Alliance＂ between the KMT and TPP as a merger focused on party interests and personal power. He emphasized the need for the DPP to secure a legislative majority to smoothly implement these policies.

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.

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.

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.

President Tsai Ing-wen met with a visiting delegation led by Greg Gianforte, the governor of Montana, at the Presidential Office in Taipei. They discussed issues of mutual concern and expressed their desire to deepen the partnership between Taiwan and Montana, particularly in key industries such as optoelectronics, optics, and semiconductors. President Tsai welcomed Governor Gianforte’s decision to make Taiwan the first stop on his international visit and thanked him for his efforts in enhancing bilateral economic cooperation.

President Tsai Ing-wen underscores the importance of rules-based order for regional stability in Ketagalan Forum’s 2023 Indo-Pacific Security Dialogue. Emphasis on democracy, security, and economic growth.

Taiwan Semiconductor Manufacturing Company (TSMC) has made headlines for its generosity toward its employees as annual bonus amounts come to light.

Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang shared on Monday (Nov. 21) some highlights of his recent attendance in the Asia-Pacific Economic Cooperation (APEC) summit.

TSMC founder Morris Chang arrived in Bangkok, Thailand, on Thursday (Nov. 17) to attend this year’s Asia-Pacific Economic Cooperation (APEC) summit.

At the annual Taiwan Semiconductor Industry Association (TSIA) convention held in Hsinchu on Wednesday (Oct. 19), TSMC Chairman Mark Liu said little on recent reports of waning demand due to the weakening global economy and trade conflicts between the U.S. and China.

Ahead of the 20th National Congress of the Chinese Communist Party, TVBS commentator Wenchi Yu invited the former U.S. assistant secretary for Indo-Pacific security affairs, Randall Schriver, to discuss the changing global dynamics between the U.S., China and Taiwan.