Recent #Taiwan news in the semiconductor industry

4 months ago

➀ Taiwan's Chunghwa Telecom is partnering with Astranis to launch a dedicated microGEO satellite to support Taiwanese communications by the end of 2025;

➁ The satellite will be the first to be exclusively dedicated to Taiwan, providing real-time backup for natural disasters and submarine cable disruptions;

➂ Astranis CEO John Gedmark emphasizes the importance of secure and independent communications for Taiwan's critical infrastructure.

Taiwansatellites
5 months ago

➀ Apple preemptively shipped five planeloads of iPhones, PCs, and other devices from India to the U.S. in late March to avoid paying 10% import duty in the U.S. and to stabilize prices temporarily in America.

➁ This move gives Apple an inventory buffer in its largest market, allowing it to assess the impact of new tariffs on its supply chain without urgency.

➂ Apple's manufacturing base spans several countries, with some models produced in India and others in China, Vietnam, and Texas.

AppleChinaFoxconnIndiaMacbookMexicoSupply ChainTSMCTaiwanTariffsVietnamiPhoneipad
5 months ago

➀ Taiwan's United Microelectronics Corporation (UMC) has launched a new US$5 billion wafer fabrication facility in Singapore;

➁ The facility, located in the Pasir Ris Wafer Fab Park, features a 22nm wafer fabrication process;

➂ The event was attended by senior Singaporean officials, highlighting the importance of the project.

SingaporeTaiwanUMCchip manufacturingsemiconductor
5 months ago

➀ SEMI announced a 2% year-over-year growth forecast for front-end fab equipment spending in 2025, reaching $110 billion;

➁ This growth is driven by demand in HPC and memory sectors, as well as the increasing integration of AI;

➂ The Logic & Micro segment is expected to be a key driver of growth, with investments reaching $52 billion in 2025 and $59 billion in 2026.

AIChinaDRAMGrowthKoreaNANDTaiwaninvestmentmemorysemiconductor
6 months ago

➀ The Mainland Affairs Office of the State Council held a regular press conference on February 26th.

➁ A journalist asked about U.S. President Trump's recent statement on Taiwan taking away the U.S. chip business and his warning to Taiwan.

➂ The spokesperson, Zhu Fenglian, commented on the concerns and doubts in Taiwan regarding TSMC becoming 'U.S. TSMC'.

➃ Zhu emphasized that the Taiwan region's semiconductor industry and leading enterprises are treated as a 'door-opener for seeking independence through external forces' and even as 'a gift' handed over to the U.S., leading to growing opposition among Taiwanese citizens and enterprises.

Taiwansemiconductor industry
9 months ago
➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.
ChinaDRAMEquipment SalesGrowthHBMKoreaNANDSEMITaiwanfoundryinvestmentmemorysemiconductor
6 months ago

➀ TSMC plans to start mass production of its A16 process node in Taiwan by 2026 and expand to Arizona by 2028.

➁ TSMC's new Arizona wafer fab has begun mass production, with the first one in the US achieving mass production.

➂ TSMC's new 2nm and A16 process nodes may be produced in the US earlier than previously planned.

2nmA16 processArizonaMass productionSEMICONDUCTORTSMCTaiwanUS market
10 months ago
➀ Innolux denies plans to sell its plant in southern Taiwan amidst rumors of TSMC's potential purchase. ➁ The AI boom has increased demand for advanced packaging production capacity, driving industry growth. ➂ The situation highlights the strategic importance of semiconductor manufacturing facilities in Taiwan.
InnoluxPlant SaleSEMICONDUCTORSemiconductor IndustryTSMCTaiwanadvanced packaging
11 months ago
➀ Taiwan is considering changing its nuclear energy policy due to the increasing demand for electricity from AI; ➁ The existing nuclear power facilities in Taiwan are aging, and there is only one operational plant in 2024; ➂ Taiwanese Premier Cho Jung-tai expressed openness to new nuclear technologies with proper safety measures and waste management.
AIElectricity SupplyNuclear EnergyTSMCTaiwan
about 1 year ago
1. NVIDIA CEO Jensen Huang visited Taiwan for Computex 2024 and met tech partners. 2. He mentioned NVIDIA's annual growth exceeds $100 billion, mostly manufactured in Taiwan. 3. AI has benefited Taiwan and its companies, and NVIDIA is leading the AI GPU market. 4. Jensen encourages young people to focus on learning and doing their best. 5. He aims for NVIDIA to embrace challenges and learn from failures, not just pursue financial growth.
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