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Tuesday 13 August 2024
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Wednesday 31 July 2024
Biden administration responds to packaging and testing industry as Amkor receives subsidies from CHIPS Act
The Biden Administration has announced that the CHIPS and Science Act will subsidize US$400 million to help Amkor, the largest semiconductor packaging and testing company in the US,...
Monday 29 July 2024
EU subsidies for fab construction progressing slowly; both TSMC and Intel yet to be approved
In March and April 2024, the implementation unit of the US CHIPS and Science Act and the US Department of Commerce announced that Intel and TSMC received US$8.5 billion and US$6.6...
Monday 29 July 2024
S. Korea, Taiwan's semiconductor strategies may shift with US election outcome
South Korean media have recently forecasted that the investment strategies of South Korean and Taiwanese semiconductor firms in the United States could shift depending on the outcome...
Monday 29 July 2024
Slow EU approval delays Intel and TSMC subsidies under European Chips Act
In March and April 2024, Intel and TSMC received substantial subsidies of US$8.5 billion and US$6.6 billion respectively for building plants in the US under the CHIPS and Science...
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing...
Thursday 25 July 2024
Official data reveals record investments in Kyushu attracted by TSMC
According to data from the Kyushu Bureau of Economy, Trade, and Industry, from April 2021 to June 2024, there have been 100 new semiconductor-related investments announced or reported,...
Wednesday 24 July 2024
Elon Musk pivots to align with Trump EV policy
Tesla CEO Elon Musk has publicly voiced strong support for Republican US presidential candidate Donald Trump. They have even aligned on the issue of opposing EV subsidies, resolving...
Tuesday 23 July 2024
EU tariff dilemma: Balancing anti-subsidy measures on Chinese EVs with economic reliance
The European Union finds itself at a crossroads as it considers implementing anti-subsidy provisional tariffs on Chinese electric vehicle (EV) imports by the end of November. This...
Wednesday 17 July 2024
PSMC stays in the red, anticipates rebound in 3Q24
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) stayed unprofitable in the first half of 2024 but anticipates a gradual revenue rebound in the third quarter.
Friday 12 July 2024
Japan semiconductor material suppliers ramping up investments
Japanese companies are doubling down on investments in semiconductor materials, a sector where they already dominate the global market. This comes amidst generous government subsidies...
Tuesday 9 July 2024
Texas bolsters Indo-Pacific semiconductor ties with US1.4 billion incentives
Texas Governor Greg Abbott is visiting Taiwan to strengthen bilateral ties in critical industries and attract semiconductor companies to set up plants in his state.
Friday 5 July 2024
IRA local sourcing requirements hit US-based EV startups
Despite the Biden Administration's push for EV supply chain localization through policies like the Inflation Reduction Act (IRA), the recent Fisker bankruptcy suggests these policies...
Thursday 27 June 2024
Taiwan's chip industry at a crossroads: geopolitical shifts and challenges unveiled by former TSMC R&D director
Taiwan is indispensable in global chip-making, yet the island nation is under threat from geopolitical forces and internal pressures like declining birth rates, environmental challenges,...