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Thursday 14 December 2023
China leads in 7 of 10 strategic industries in 2020, says report
The Information Technology and Innovation Foundation (ITIF) released a report, "The Hamilton Index, 2023: China is Running Away With Strategic Industries," saying that China led in...
Thursday 14 December 2023
South Korea and Taiwan join forces to expand Micro LED market and take on China
As IT companies expand the application of Micro LED products, Micro LED may reshape the display market. In particular, the recent collaboration between Taiwan and South Korea is expected...
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Wednesday 13 December 2023
Huahong Group takes over former GF Chengdu plant
The latest report from China's Yicai Media revealed that Huahong Group has officially taken over the Chengdu semiconductor plant formerly owned by GlobalFoundries, with Huahong Semiconductor...
Tuesday 12 December 2023
New Taiwan rule on crucial chipmaking tech presents more opportunities than concerns, says Skytech
Taiwan has issued a list of 22 critical chipmaking technologies not to be revealed to foreign companies; violators will face legal consequences under Taiwan's "National Security Law."...
Monday 11 December 2023
Huawei will make 1 billion 5G merchandise per year for Europe in Alsace, France
In an exclusive interview on France Inter News Radio, Minggang Zhang, the Deputy General Manager of Huawei France, revealed Huawei's first overseas factory will be completed in the...
Monday 11 December 2023
US updated semi export control to have little effort in stopping China semi development, says DIGITIMES Research
Following the announcement to impose export restrictions aimed at blocking China's semiconductor industry development in October 2022, the US government released multiple new measures...
Monday 11 December 2023
Updates on US semi export control on China

Introduction

Thursday 7 December 2023
Taiwanese firms in China keen to cut capital amid rising US-China tensions
Amid rising trade and technology disputes between the US and China, Taiwanese companies with subsidiaries in China are undergoing a significant wave of capital reduction, as indicated...
Thursday 7 December 2023
A tentative TSMC, Amkor and Apple alliance in Arizona may erode Samsung's present advantage
With Amkor's official announcement of the construction of an advanced packaging facility in Arizona, an "alliance" consisting of TSMC, Apple, and Amkor is taking shape, posing a potential...
Thursday 7 December 2023
South Korean fab toolmaker Nextin expanding its presence in China amid US export restrictions
South Korean wafer inspection equipment manufacturer Nextin is benefiting indirectly from the US restrictions on semiconductor equipment exports to China and is accelerating its entry...
Thursday 7 December 2023
Pentagon-funded silicon interposer project closer to reshore US advanced packaging capability
The Industrial Base Analysis and Sustainment (IBAS) office, funded by the US Department of Defense to establish high-priority domestic capabilities to safeguard the US defense industrial...
Thursday 7 December 2023
Approximately 1,400 ASML equipment installed in China, limited application for advanced chip expected
The number of ASML machines installed in China is estimated to reach nearly 1,400 units. Most installed and uninstalled machines in China may not be used in fabricating chips with...
Thursday 7 December 2023
TSMC and Samsung face investment risks amid concerns over CHIPS Act favoring US firms
Amid the ongoing semiconductor supply chain restructuring in the United States, the US$52.7 billion subsidy provided by the "Chips and Science Act" aims to attract global semiconductor...
Thursday 7 December 2023
Taiwan chip foundries' existing China investment not affected by latest core key tech ban
Advanced semiconductor manufacturing technology under 14nm was included in the list of 22 key core technologies to be banned from illegal outflows to foreign adversaries on December...
TPCA
Summary of Tech Supply Chain News!
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research