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66 articles matching the search query.
TSMC struggles to keep new hires, warns of power supply risks
Taiwan chip titan spent $1bn on green initiatives last year, its own report shows
Samsung beats TSMC to mass produce 3nm chips | Reuters Video
Samsung Electronics said on Thursday it has begun mass producing chips with advanced 3-nanometer technology, the first to do so globally, as it seeks new clients to catch far bigger rival TSMC in contract chip manufacturing. Jayson Albano reports.
TSMC set to revitalize small farming town in Japan
Local economy gets shot in arm from population boost, new business opportunities
TSMC price hike and a bargain-hunting Alibaba
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
TSMC to build new chip factory in Taiwan's southern city amid shortage
TSMC is building a new factory in Kaohsiung, in southern Taiwan, as part of a plan to lift production and quell shortages, along with planned fabs in Japan and Arizona.
Speculation swirls in China over TSMC’s response to US data request
After TSMC complied with a U.S. government request to share supply chain data and help explain global chip shortages, the company is under fire in China for allowing the “extortion of confidential information.”
TSMC says Nanjing fab expansion on track as second quarter revenue surges
Global foundry leader TSMC is pushing ahead with its 28-nm expansion plans in Nanjing, brushing off speculation the project could be slowed by US-China rivalry.
TSMC Is Considering Building a Chip Plant in Japan, CEO Says
Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company is going through “due diligence” to build a fabrication plant in Japan, a strategically important move for the country by the world’s leading chipmaker.
TSMC Raises Sales Outlook, Affirming Global Chip Kingpin Role
Taiwan Semiconductor Manufacturing Co. expects sales to rise more than 20% in 2021, affirming its crucial role in helping alleviate a global chip shortage that’s walloped automaking and other industries.
New Chinese chip firms have tripled in 2021 amid self-sufficiency push
The number of new company registrations in the semiconductor industry from January to May tripled in China, bolstered by generous subsidies, as Washington counters with its own policies.
TSMC joins US chip coalition in a potential blow to China
New coalition may make it harder for China to achieve semiconductor independence from US technologies, analysts say.
TSMC’s Nanjing plan tweaks cross-strait nerves amid US-China tech war
TSMC’s planned expansion in Nanjing stirs political controversy amid US-China tech war.
Taiwan’s foundry king says mainland China is not yet a competitor
TSMC founder Morris Chang takes aim at China and Intel in rare public remarks, and calls for Taiwan to defend its leadership in semiconductors.
ASML CEO Peter Wennink Says Trying to Control Chip Sales to China Won’t Work
Export controls against China will not only fail to halt its technological progress but also hurt the U.S. economy, ASML Holding NV Chief Executive Officer Peter Wennink said, after trade tensions between Washington and Beijing led to restrictions on the sale of the Dutch company’s advanced chip equipment to Chinese firms.
China Stockpiles Chips, Chip-Making Machines to Resist U.S.
(Bloomberg) -- China is taking decisive steps to protect itself from a widening U.S. technology ban, with imports of computer chips and the machines that make them surging last year.Chinese businesses bought almost $32 billion of equipment used to produce computer chips from Japan, South Korea, Taiwan and elsewhere, a 20% jump from 2019, a Bloomberg analysis of official trade data shows.And with companies like Huawei Technologies Co. stockpiling supplies ahead of U.S. sanctions, imports of computer chips climbed to almost $380 billion -- making up about 18% of all of China’s imports for the year.The U.S. has steadily restricted Chinese firms’ access to American technology, pushing Beijing to redouble efforts to develop a domestic chip industry after years of slow progress. The Trump administration’s actions exposed China’s vulnerability in this key sector -- and even with President Joe Biden now in office, Beijing is pushing ahead with a sweeping new plan to become self-sufficient in semiconductors.“In the near term, China is dependent on imports to advance its semiconductor manufacturing,” said Dan Wang, a technology analyst at Gavekal Dragonomics in Shanghai. “China does not yet have the capability to produce the advanced chipmaking equipment it needs. The country is investing heavily, but success will require more than a decade-long effort.”Chinese companies like Semiconductor Manufacturing International Corp. have ramped up their purchases of the machines needed to make silicon wafers and computer chips. China became the largest market for such equipment in 2020, according to a December report from SEMI, an industry association.With Huawei and other tech companies stockpiling chips ahead of U.S. restrictions, imports surged about 14% in 2020. Huawei was blacklisted by the U.S. government, preventing it from buying the chips and other components from American suppliers it needs for smartphones and communications equipment. The Trump administration tightened rules even further to stop any company that uses American gear from supplying Huawei.China’s chip purchases also soared because of strong global demand for computers and work-from-home technology during the pandemic. A large portion of chips imported by China are assembled into devices from smartphones to laptops and then exported.One of the big winners of that surge in chip demand was Taiwan, with orders at Taiwan Semiconductor Manufacturing Corp. and other firms climbing and Taiwan’s economic growth outpacing China’s for the first time in 30 years. Soaring demand also contributed to global shortages of chips for carmakers, forcing some auto plants to halt production.Demand should continue to increase this year, with the Semiconductor Industry Association forecasting in December that global chip sales would gain 8.4% this year, continuing to benefit firms like TSMC, Intel Corp., and Samsung Electronics Co. Chinese firms also will continue to buy equipment as they seek to produce more of their own semiconductors, likely helping the sales of companies like Tokyo Electron Ltd. and ASML Holding NV.“We expect that China will take a more balanced approach in chipsets imports, sourcing high-end chipsets that China is not able to manufacture for now from global vendors,” said Charlie Dai, a technology analyst at Forrester Research Inc. “China will also strategically make investment to accelerate the localization of high-end chipset manufacturing, which is all about addressing the geopolitical challenge.”Whether this bonanza for foreign technology companies lasts will depend on China’s success and pace in developing a self-sufficient semiconductor industry.The government will announce details of its five-year economic strategy in March, and has already cited self-reliance in technology as a national strategic goal. Central to that is China being able to manufacture its own chips and reduce reliance on foreign know-how. That, in turn, could see foreign companies losing their share of the Chinese market and domestic competitors becoming stronger.(Updates with analyst’s comment in 11th paragraph.)For more articles like this, please visit us at bloomberg.comSubscribe now to stay ahead with the most trusted business news source.©2021 Bloomberg L.P.
Taiwan’s GDP Growth Outpaces China’s for First Time in 30 Years
Taiwan’s economic growth outpaced that of China’s for the first time in 30 years, helped by its early control of the virus and stellar export performance.
China’s Top Chipmaker Slides After Co-CEO Abruptly Quits
Semiconductor Manufacturing International Corp. shares fell after news emerged about the surprise resignation of a top executive who spearheaded the rapid technological ascent of China’s largest chipmaker.
Taiwan’s Tsai taps TSMC’s Morris Chang to represent island at Apec
Chang charged by Tsai with showing island’s willingness to help curb the pandemic and strengthen ties to shore up supply chains.
Thanks to Trump, Huawei’s Cool New Phones Might Be Limited Edition
The battered Chinese giant won’t say how many of its new handsets it can produce. U.S. restrictions may have curtailed access to essential components.
