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Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s most valuable semiconductor company, the world’s largest independent semiconductor foundry, and continues to lead in global supply as well as research into new fabrication methods.
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For TSMC founder Morris Chang, war is unlikely while Foxconn’s Terry Gou believes it is possible even as he casts himself as the party for peace.
No thanks to Tsai, TSMC is waking up to the danger of Washington’s ‘friendshoring’ of its most advanced chip-making capabilities.
- The world’s biggest contract chip maker has facilities in Shanghai and Nanjing, making chips that are four generations behind the leading edge
- South Korea’s Samsung Electronics and SK Hynix have also been granted an indefinite waiver on US chips curbs against China
Washington’s action is expected to be a big boon for both Samsung and Hynix in the world’s largest semiconductor market, but puts rival Chinese memory chip makers like YMTC at a disadvantage.
Changes loom for the global chip manufacturing supply chain, as Taiwan and mainland China grapple with geopolitical tensions and the semiconductor policies of various governments.
The subsidies will help US chip maker Micron install Dutch firm ASML’s extreme ultraviolet lithography equipment to make advanced semiconductors in Japan.
As local unions and Taiwanese semiconductor giant negotiate elusive labour deal, some wonder who will benefit in US push for manufacturing primacy.
Sales of Intel’s Gaudi2 processors, which are tailor-made to comply with US trade restrictions, have been strong since their launch in July, according to Taiwanese media.
Legislation, which would establish the first US tax deal specifically for Taiwan businesses, supports US President Joe Biden’s goal of raising domestic chip manufacturing.
The Taiwanese chip maker is taking an increasingly optimistic view of Japan as a production base, two industry sources said, as problems persist at its new factory in Arizona.
Speculation has ramped up over the role of Semiconductor Manufacturing International Corp, mainland China’s top contract chip maker, in producing an advanced 5G chip for Huawei amid US trade sanctions.
A Chinese benchmarking website has identified the Mate 60 Pro’s central processing unit as the Kirin 9000s, which supports 5G and was developed by Huawei chip design arm HiSilicon.
Taiwan Semiconductor Manufacturing Company is set to open a US$40 billion compound in the US in 2025, but offshoring chip production could threaten the island’s place as the world’s go-to for semiconductor pruduction and its economy.
Suppliers including South Korea’s SK Hynix, Japan’s Advantest and Taiwan’s TSMC saw shares jump after Nvidia announced revenue doubled in the second quarter.
Tech giants are scrambling to get a piece of the IPO for Arm, which designs chips that are critical to mobile devices, to prevent rivals from gaining an edge.
Intel has cancelled its plans to buy Israeli foundry Tower Semiconductor after the deal failed to get approval from Chinese regulators ahead of a final deadline amid souring Sino-US relations.
An Arizona pipe fitters and plumbers’ union asks American lawmakers to block EB-2 visas for Taiwanese workers.
Taiwan’s economy minister said the new TSMC plant will drive deeper engagement with the EU, which has shown no desire for a Bilateral Investment Agreement.
The deal, which reportedly includes up to US$5.5 billion in subsidies, involves the first European facility for the company, the world leader in advanced chip production.
Shanghai Micro Electronics Equipment (SMEE) is said to be able to deliver China’s first home-grown 28-nm lithography machine by year-end.
Should investors look past TSMC’s latest earnings stumble? Some recent filings and analyst ratings suggest there is still a lot more juice in the stock performance in Taipei this year.
TSMC is projecting a 10 per cent fall in sales this year and a weaker-than-expected third-quarter revenue of US$16.7 billion to US$17.5 billion.
Samsung Electronics said it is adding capacity to its chip foundry business and plans to introduce 2-nm production to close the gap with market leader Taiwan Semiconductor Manufacturing Co.
The mammoth deal – which surprised many – makes sense amid growing global tension in the critical semiconductor sector, with other similar agreements likely, analysts say.
Arizona’s long-standing support for Taiwan, going back to the 1960s, underscores the increasing importance of subnational diplomacy for the self-ruled island.
The race to build domestic semiconductor factories and sever dependency on overseas suppliers for these critical components is spurring a spending boom, and the biggest beneficiaries so far are the chip makers.
Intel sealed the agreement for a plant in Magdeburg on Monday at an event attended by CEO Pat Gelsinger and German Chancellor Olaf Scholz.
Intel and Israel reached a preliminary deal to expand manufacturing capacity in the country as the chip giant seeks to retake leadership of the industry.
