Geopolitical tensions, particularly between the US and China, are impacting tech supply chains and driving efforts to localize production. Taiwan is a key player in this landscape, with companies like TSMC playing a critical role in the global semiconductor industry.
Rising tensions in the Strait of Hormuz raise concerns about South Korea's energy security and economic stability, highlighting its vulnerability to regional geopolitical crises. The situation tests Seoul's ability to respond quickly to potential sup...
According to DIGITIMES, TSMC is preparing to lead an initiative to localize equipment and materials related to Silicio Photonics (SiPh) technology in Taiwan. The initiative aims to strengthen the local supply chain in the sector.
Growing international trade tensions could further consolidate Nvidia and TSMC's strategic role in the artificial intelligence infrastructure sector. This dynamic offers new opportunities, but also raises questions about dependence on specific suppli...
TSMC is strengthening its equipment supply chain in Taiwan through subsidies and a five-year rebate program. The initiative aims to support local suppliers and ensure a more resilient supply chain in the semiconductor industry.
TSMC is urging its Japanese suppliers to localize the production of electroplating additives in Taiwan. This strategic move aims to strengthen the local supply chain and reduce reliance on external sources, amidst increasing competition in the semico...
Nvidia's export restrictions in China are pushing local AI manufacturers to strengthen their market position. This scenario could accelerate the development of domestic alternatives for inference and training of large language models.
Taiwanese giant TSMC has surpassed the $2 trillion market capitalization mark, demonstrating resilience in the face of geopolitical uncertainties and challenges related to artificial intelligence. Demand for advanced semiconductors remains high, supp...
The growing trade tensions between the United States and China are reshaping global supply chains in the artificial intelligence sector. Taiwan is emerging as a crucial hub for America, given its strategic position in the production of advanced semic...
A report claims that China aims to increase its production of 7nm and 5nm chips, reaching 100,000 wafers per month in the next two years. The goal is to reach half a million wafers monthly by 2030, consolidating its position in the semiconductor mark...
Unimicron, a manufacturer of semiconductor substrates, has announced the appointment of SC Chien (formerly at UMC) as chairman. The move indicates a potential shift in corporate strategy, with implications yet to be defined for the semiconductor indu...
The US government has reportedly warned Nvidia, Apple, and AMD CEOs about a potential Chinese invasion of Taiwan by 2027. Apple CEO Tim Cook is said to be particularly concerned about the region's stability.
A new trilateral agreement in the semiconductor sector sees Japan investing capital, Taiwan contributing its technological know-how, and India providing its vast talent pool. This collaboration aims to strengthen the global chip supply chain, diversi...
