Topic
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.
- Under Japanese measures slated for July, companies will need a licence to sell 23 types of chip-manufacturing technology to a foreign country
- Chinese officials and some experts have seen Japan’s plans as a signal that Tokyo is following the US lead in the semiconductor trade war
US chip makers must ‘run very fast’ to stay ahead of Chinese competitors, Jensen Huang said during an industry expo in Taipei.
Taiwanese chip designer MediaTek said it will be using Arm’s latest tech innovation to boost the performance of next-generation smartphones.
The global tech hub’s recession-hit economy has had a tough go since last year, on weak demand for its exports, but an ‘optimistic forecast’ projects an end-of-year recovery.
The German government is in ongoing negotiations with the world’s largest contract chip maker, along with Bosch, NXP and Infineon, with support close to what Japan offered the firm.
Investors looking at chip giants like SK Hynix and TSMC are undeterred by expectations for a US recession and worsening Sino-American relations.
The host of this year’s Group of 7 summit is seeking a more prominent role in the global semiconductor value chain, as the US and its allies move to limit China’s role the future chip landscape.
A move by US senators to establish the Taiwan Tax Agreement Act might further isolate mainland Chinese firms from access to hi-tech semiconductors, in line with Washington’s efforts to stall China technologically.
Oppo, the fourth largest smartphone brand in the world, announced the move in a short statement on Friday after giving employees less than a day’s notice.
Gaw already manages US$3.8 billion of property assets in Japan and has begun a search on the western island of Kyushu.
Profits fell by 53.1 per cent year on year to US$267 million during the March quarter, while revenue dropped 20.6 per cent, the Shanghai-based firm said.
Greenpeace International, Stand.earth and 350 Asia said the world’s largest chip maker should target 100 per cent renewable energy by 2030.
Investment tycoon Warren Buffett said he is more comfortable with Berkshire Hathaway Inc deploying capital in Japan than Taiwan, reflecting the growing tensions between the United States and mainland China.
Derek Lin, a fund manager at Uni-President Asset Management, has refrained from buying more TSMC shares, citing softening return on equity.
It has been a good ride for TSMC shareholders this year, notwithstanding geopolitical and industry setbacks, while big investors like Temasek and Berkshire Hathaway pulled back on their bets.
Money managers are delivering big gains for investors on the back of China’s drive for self-sufficiency in advanced technology. There is more to come, as a new innovation cycle is only starting to take off.
Zhang Kun, who oversees US$13 billion for Guangzhou-based E Fund Management, bought more shares in online delivery giant Meituan and TSMC in the first quarter, betting the worst of a regulatory crackdown was over and that an AI boom would bolster demand for processing chips.
Taiwanese officials have urged American counterparts through backchannels to tone down their rhetoric about the dangers of relying on TSMC chips.
Greenpeace East Asia says with electricity usage forecast to spike, the chip industry must work harder on reducing carbon emissions, according to new report.
Analysts say multinationals, including Taiwan’s prized semiconductor firms, are expected to double down on searches for production sites elsewhere as cross-strait tensions rise after the latest round of People’s Liberation Army (PLA) drills.
Japan is expected to spend US$7 billion on wafer fab equipment next year, an 82 per cent jump from this year, in an attempt to boost its position in the global semiconductor market.
Chinese chip foundry Semiconductor Manufacturing International Corp posted record revenue and profits for 2022, thanks to strong demand for 28-nanometre legacy chips.
The new rules bar chip makers that receive US subsidies for semiconductor production from using the funds for projects in China, Russia, Iran and North Korea.
But Taiwan’s global export orders saw a year-on-year decline of 18.3 per cent last month, valued at US$42.12 billion
Higher construction costs are 80 per cent of the cost increase for the semiconductor plant Samsung is building in Taylor, Texas, sources told Reuters.
