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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Wednesday 23 November 2022
TSMC caught in geopolitical shackles for overseas capacity expansions
TSMC reportedly has plans to build a 3nm fab in the US, adjacent to its 5nm fab under construction in Arizona, and also plans to set up a fab in Germany focusing on 28 nm automotive...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...
Monday 7 November 2022
PC brands increasingly caught between the US and China
Supply chain sources indicated that Microsoft and Dell had requested to have all their IC sources of supply thoroughly checked - to see if any component stems from the Chinese semiconductor...
Monday 7 November 2022
Phison posts over 30% profit fall in 3Q22
Flash memory controller and module maker Phison Electronics has reported net profits fell about 34% sequentially to a nine-quarter low of NT$1.19 billion (US$37.1 million) in the...
Friday 4 November 2022
US can choke Chinese OLED production if tech war spills into the panel industry
Considering that the US has launched a tech war against China by prohibiting the exports of advanced semiconductors involving US-developed technologies and related manufacturing equipment...
Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Thursday 13 October 2022
US reportedly grants TSMC, Samsung 1-year waiver for chip equipment export to China
Samsung and TSMC have received one-year waivers from the US government to import chip manufacturing equipment to their fabs in China, according to media reports quoting sources.
Thursday 13 October 2022
No end to US-China trade disputes, says Pegatron chairman
Taiwan's high-tech industry should brace for a prolonged US-China trade war with enhanced business flexibility, according to Pegatron chairman TH Tung.
Tuesday 11 October 2022
US expands restrictions on chip exports to China and revises sanction rules
The US Department of Commerce's Bureau of Industry and Security (BIS) has announced that it is implementing a series of targeted updates to its export controls to restrict China's...
Wednesday 5 October 2022
Equipment supply and demand gap stabilizing for OSATs, IDMs: Q&A with K&S SVP Chan Pin Chong
Automotive chips and power devices continue to see uneven supplies, and Taiwan's leading OSATs including ASE Technology and international IDMs such as Infineon, Renesas, NXP, ST Microelectronics...
Tuesday 4 October 2022
US to announce new limits on chip technology exports to China
The Biden administration plans to announce new restrictions on China's access to US semiconductor technology, according to people with knowledge of the situation, an escalation of...
Monday 3 October 2022
Short chains, localized production trending: Q&A with Foxconn chairman Young-way Liu
Once short chains become the market norm, industry players will have to invest in setting up local supply chains worldwide. However, how to manage different operating units in different...
Monday 12 September 2022
US likely to expand tech export bans on China, but experts warn implications
A Reuters exclusive report quoted sources saying the Biden administration will broaden export curbs on US semiconductors used for artificial intelligence (AI) and chipmaking...
Wednesday 7 September 2022
Courage in difficult times
Acer chairman Jason has recently sounded an alarm based on Intel's financial results. Chen was once corporate vice president of sales and marketing at Intel, and later served as senior...
Tuesday 6 September 2022
Supply chain restructuring and resilience
In "The New Critical Era of Supply Chains Restructuring and Resilience Strengthening" forum hosted recently by DIGITIMES Asia, experts from IC distributors - WPG Holdings' chief marketing...