tsmc 結果共170筆

DPP vice-presidential candidate Hsiao Bi-khim visited the TSMC Museum of Innovation and stated that Taiwan Semiconductor Manufacturing Co (TSMC) would remain based in Taiwan while expanding into trusted partner countries. Concerns about brain drain and technology outflow have arisen as TSMC expands globally. Hsiao emphasized that the first ＂T＂ in TSMC stands for Taiwan and highlighted the importance of strategic placement in partner countries. Drawing on her experience in the United States, Hsiao mentioned her efforts to prevent double taxation agreements, which benefit Taiwan’s talent and industries. Her visit and comments coincide with TSMC’s international strategies being closely scrutinized as it seeks to maintain its competitive edge in a complex geopolitical landscape.

Taiwan’s stock market opened strong on Tuesday, reaching a new high for the year of 17,528 points, surpassing the 17,500 mark. This increase came after a rise in U.S. stocks on Monday. The Taiwan Stock Exchange Weighted Index (TAIEX) climbed by 78.65 points to 17,496.99 points, with a trading volume of NT$36.387 billion as of 9:06 a.m. Leading the gainers in early trading were Taiwan Semiconductor Manufacturing Co. (TSMC), Largan Precision, and Foxconn. This week, as the market enters a central bank super week, banks in the U.S. and Europe are expected to announce their final rate decisions for the year. Taiwan’s Financial Supervisory Commission (FSC) chairman Huang Tien-mu expressed the government’s commitment to stabilizing the capital market and highlighted the resilience of Taiwan’s stock market. Huang assured that the FSC is prepared to manage the impact of the Federal Reserve’s decisions on the market.

Taiwan’s Minister of Economic Affairs, Wang Mei-hua, has confirmed that discussions will soon take place with Taiwan Semiconductor Manufacturing Company (TSMC) regarding the inauguration date for its Kumamoto fab. The progress of TSMC’s Kumamoto fab is said to be outpacing other global expansion efforts. Wang expressed gratitude for the support provided by Japan’s central and local government authorities in establishing the plant. Equipment installation is already underway at TSMC’s Kumamoto site, with trial production set to begin in April 2024. The opening ceremony may be scheduled as early as February 24. Wang emphasized the importance of reinforcing cooperation between Taiwan and Japan, particularly in the semiconductor supply chain, and encouraged mutual investment to foster closer bilateral relations.

Taiwan Semiconductor Manufacturing Co. (TSMC) and the Arizona Building and Construction Trades Council (AZBTC) have reached an agreement to resolve a labor dispute at TSMC’s Phoenix semiconductor manufacturing facility. The collaboration includes employee training programs and a commitment to transparency on workplace safety issues. This agreement is seen as a critical step for TSMC, which is expected to benefit from the US$100 billion in subsidies provided by the U.S. Chips Act. TSMC has agreed to prioritize local hiring but can employ foreign workers with ＂specialist experience＂ if needed. TSMC’s investment in Arizona amounts to US$40 billion, with construction starting in 2021. Mass production is now scheduled to begin in the first half of 2025. This resolution not only facilitates smoother progress in the construction of TSMC’s plant but also highlights the company’s role in increasing semiconductor production capabilities in the United States.

Taiwan Semiconductor Manufacturing Co (TSMC) and the Arizona Building and Construction Trades Council (AZBTC) have reached a collaboration agreement to resolve labor disputes and enhance the development of TSMC’s semiconductor manufacturing facility in Phoenix. The deal includes increased workforce training, improved safety transparency, and the formation of a quarterly committee to ensure implementation. TSMC has committed a US＄40 billion investment in its Arizona production site and aims to hire locally while also employing foreign workers with specialized experience. The agreement has been hailed as a victory for Arizona workers and the construction timeline of TSMC Arizona. To address the labor shortage, TSMC has invested US＄15 million in the Arizona Pipe Trades to expand apprenticeship training and establish a semiconductor manufacturing school.

Taipei stock market remains steady around 17,360 points following a downturn in the US stock market. TSMC, the leading semiconductor foundry service provider, sees a rise of NT$3 to reach NT$573. Other semiconductor companies like UMC, PSMC, and VIS also experience modest gains. Additionally, electronic stocks like MediaTek show strength with a 1.4% increase to NT$940. Cable stocks outperform, while other sectors show slight fluctuations.

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.

外資日前預估，台積電（TSMC, 台灣積體電路製造公司）(2330) 2024年第一季的毛利率將下降至49.5%，這一數字低於市場先前的預期，跌破50%的重要關卡。此一展望反映出3奈米製程導致的毛利率稀釋效應超過了預期。

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.

Morris Chang, TSMC founder, met with U.S. economic adviser Lael Brainard and Secretary of State Antony Blinken at the APEC summit to discuss strengthening U.S.-Taiwan economic relations amid heightened tensions between the U.S. and 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.

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.

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.

TSMC Founder Morris Chang will represent Taiwan’s President Tsai Ing-wen at the APEC summit in San Francisco. He has been tasked with promoting regional peace and resilience in supply chains. President Tsai expressed gratitude towards Chang for increasing Taiwan’s international visibility and fostering cooperation with other economies. She urged Chang to convey messages about Taiwan’s dedication to peace, building a resilient supply chain, pushing for a green transformation, and minimizing digital disparities. Chang agreed to accept this responsibility and promised to make utmost efforts in line with the president’s direction.

The Asia-Pacific Economic Cooperation (APEC) Leaders’ Week 2023 in San Francisco will be a significant event for Taiwan. The country’s main focuses during the summit include the U.S-China leaders’ talks, the possibility of meetings between U.S. President Joe Biden and TSMC Founder Morris Chang, progress on U.S-Taiwan trade negotiations, and Taiwan’s potential participation in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). President Biden is scheduled to meet with Chinese President Xi Jinping to discuss trade, Taiwan, the U.S.-China tech war, and PLA activities in the Taiwan Strait. Taiwan officials are also working towards arranging a meeting between Chang and Biden. While the first agreement under the U.S.-Taiwan Initiative on 21st Century Trade has been signed, the second round of negotiations is not progressing as expected. Taiwan’s Minister Without Portfolio John Deng hopes to meet with U.S. Trade Representative Katherine Tai during the summit to confirm progress. Additionally, Taiwan will likely use the APEC summit as an opportunity to hold bilateral talks with CPTPP members to garner support for its admission to the trade pact.

美國亞歷桑那州一家名叫「AZ Pops」小店，是老闆從小攤車一路打拼，多年後才有自己的店面，專門販售自製的天然水果冰棒。《福斯10台》（FOX 10 Phoenix）報導，這間製造繽紛彩色冰棒的店舖，日前突然接到一張超巨大訂單，當地大企業一口氣下訂6500支冰棒，讓老闆非常意外且開心，確認時才發現，原來買家是在當地設廠的台積電（TSMC）園區。

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.

Lai Ching-te inaugurates his 2024 campaign headquarters in Tainan, drawing over 20,000 supporters. He recalls Tainan’s past challenges and highlights his vision for a democratic and innovative Taiwan.

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.

As President Biden and Xi Jinping gear up for a San Francisco meet in November, Taiwan’s Foreign Minister Joseph Wu highlights the island’s vigilant observation. Additionally, prospects of a Biden-Chang meeting during the APEC summit are in discussion.

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.

Economic Affairs Minister Wang Mei-hua refutes rumors of the government selling its stake in TSMC, reaffirming strong support for Taiwanese companies and the nation’s commitment to TSMC’s continued success.