TAIWAN SEMICONDUCTOR MANUFACTURING CORP
US chip dreams will fade without more immigrants
In a rare display of bipartisan cooperation, Democrats and Republicans passed the Chips and Science Act to revitalize US semiconductor manufacturing. However, a failure to address the shortage of skilled workers threatens the industry's growth. Proposed solutions include a specialized visa program and increased support for STEM education.
More Taiwanese ICT suppliers may relocate to India in near future, says official
Anticipating the Taiwan Expo 2024, Chend envisions a robust platform for showcasing products and fostering business opportunities to enhance Taiwan-India trade relations, reflecting the significant growth in economic cooperation between the two nations.
China sanctions several Lockheed Martin units, three executives over arms deals with Taiwan
Named under the sanctions were Lockheed Martin Missile System Integration Lab, Lockheed Martin Advanced Technology Laboratories and Lockheed Martin Ventures. Top executives James Donald Taiclet, Frank Andrew St John and Jesus Malave were listed as banned from travelling to China.
Minda Corp joins hands with Taiwan firm to locally produce sunroof for PVs
HSIN Chong Machinery Works Chairman Roger Hsi said the company is looking forward to collaborate with Spark Minda to expand its footprint in India's growing vehicle market to develop and manufacture innovative integrated automotive sunroof and closure systems for next-generation vehicles.
Canon in talks with Indian, global players to supply chip making machine
Canon is exploring partnerships with Indian and global players for semiconductor lithography equipment essential in chip fabrication, aiming to challenge ASML. The company is in talks with semiconductor firms investing in India, including Tata Group and PSMC. Canon also launched Canon Medical Systems India to meet the rising demand for medical equipment, targeting key markets like Chennai, Hyderabad, and Mumbai.
Japan's Nikkei rises as chip-related shares track US peers higher
Japan's Nikkei share average rose 0.55% to close at 38,703.51, led by Tokyo Electron and chip-related stocks, but gains were limited ahead of global central bank meetings.
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Japan's Nikkei jumps as chip-related shares track US peers higher
Japan's Nikkei share average rose over 1% on Thursday, led by Tokyo Electron and other chip-related stocks tracking U.S. peers higher.
S&P 500, Nasdaq close at record highs as data supports Fed easing
S&P 500 and Nasdaq hit record highs on Wednesday fueled by tech stocks amid expectations of Fed's easing cycle, impacting various sectors and economic indicators.
Tech stocks lift Nasdaq, S&P 500 as rate-cut expectations tick up
Nasdaq hits record intra-day high on tech rally, fueled by gains in Microsoft and Amazon. Investors remain cautious, weighing economic concerns against the possibility of earlier Fed rate cuts.
TSMC says it has discussed moving fabs out of Taiwan, but such a move impossible
TSMC, a Taiwanese chipmaker, discussed moving its fabrication plants off the island amid tensions with China, but deemed it impossible due to 80-90% production capacity in Taiwan.
Intel battles AMD with new data center chips
Intel launched sixth generation Xeon server processors to regain data center market share. Gaudi 3 AI chip, priced competitively, provides a cheaper alternative to rivals' chips. Lunar Lake laptop chip, with a powerful AI processor, will ship in Q3.
Asian factory activity expands in May on robust global demand
Manufacturing activity in Asia showed growth in May according to private surveys released on Monday, fueled by increasing global demand. This development adds to optimism for a continued economic recovery in the region, particularly with China displaying initial signs of resurgence.
US is slowing AI chip exports to Middle East by Nvidia, AMD
In October, the Commerce Department added much of the Middle East to chip export restrictions that originally focused on China and a handful of other foreign adversaries. That meant companies needed a special US government license to ship cutting-edge semiconductors and chipmaking tools to countries such as Saudi Arabia and the UAE.
Mark Mobius turns bullish on Chinese stocks amid recent rally
Mark Mobius turned bullish on Chinese equities, citing confidence in the recent rebound after advising investors to avoid them in April.
Arm offers new designs, software for AI on smartphones
Arm Holdings unveiled new chip blueprints and software tools to enhance smartphones for AI tasks, aiming to accelerate adoption with changes in blueprint delivery.
Japan's Nikkei hits closing high as Nvidia earnings boost tech
Japan's Nikkei share average rose to a one month high led by tech stocks after Nvidia's strong earnings. Analyst Kenji Abe from Daiwa Securities mentioned the positive impact on Japanese tech stocks, especially semiconductor-related companies.
India’s electronic manufacturing service industry is humming — now to stick to the flight path
India's competitiveness will depend on continuing reforms, de-bureaucratisation, contract enforcement, effective dispute resolution mechanisms, last-mile facilitation, building of sectoral ecosystems, and governance law and order stability.
If China invades Taiwan, ASML and TSMC can disable chip machines
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have measures in place to remotely disable chipmaking machines in the event of a Chinese invasion of Taiwan. The US government has expressed concerns about the impact of such an attack on the global semiconductor supply chain. ASML's advanced EUV machines are crucial in this scenario, with TSMC being a major client. The stakes are high as Taiwan produces around 90% of the world's most advanced chips.
Taiwan is selling more to the US than China in major shift away from Beijing
Taiwan is shifting its focus away from China, the world's second-largest economy, and towards the United States. The world's largest computer chip maker, TSMC, announced bigger investments in the U.S. last month after a boost from the Biden administration. Taiwanese semiconductor company ended its two-decade-long run in mainland China amid a global race to gain the edge in the high-tech industry.
Global chips battle intensifies with $81 billion subsidy surge
The concern over China’s rapid advances in key electronics turned into a full-scale panic during the pandemic because chip shortages emphasised the significance of these tiny devices for economic security.
Arm plans to launch AI chips in 2025: report
Arm Holdings to launch AI chips in 2025, with SoftBank's involvement. TSMC negotiations ongoing. Investors anticipate SoftBank's earnings report for growth investment clues amid a surge in AI computing interest.
Huawei's new phone uses more China-made parts, memory chip
Huawei's Pura 70 Pro showcases China's tech self-sufficiency advancements through increased use of Chinese suppliers, including HiSilicon's NAND memory chip, and Kirin 9010 processor, challenging U.S. sanctions and impacting the smartphone market.
Pack a punch before we get fab at chips
Tatas could make up for India's initial missteps over semiconductor manufacturing. GoI rolled out incentives for chip-making when the need to diversify this concentrated value chain became evident to policymakers globally.
Apple working on AI chips for data centers
Apple is reportedly developing its own chip, internally dubbed Project ACDC, to power artificial intelligence software in data centers, leveraging its chip design expertise. This move aims to bolster Apple's server infrastructure, with a focus on AI inference tasks. CEO Tim Cook signals a strong commitment to AI technology.
Latest version of made-in-China chip powers new Huawei phone
The Pura 70 series Huawei unveiled last week sports the Kirin 9010 processor, consultancy TechInsights found in a teardown of the device. That's a newer version of the Kirin 9000s made by Semiconductor Manufacturing International Corp. for the Mate 60 Pro, which alarmed officials in Washington who thought a 7-nanometer chip beyond China's capabilities.
TSMC's first quarter profit rises 9%, beats forecasts
TSMC's Q1 net profit surpasses forecasts, driven by AI chip demand. Revenue exceeds expectations, stock hits record high. Capital expenditure increases. ASML reports robust sales despite U.S.-led restrictions.
TSMC's Q1 revenue rise beats market expectations on AI boom
TSMC's Q1 revenue surged 16.5% to T$592.64 billion, surpassing estimates. Market cap at $662B. Anticipated 4% Q1 net profit rise. High demand for AI applications drove the revenue increase.
Intel reveals details of new AI chip to fight Nvidia dominance
Tech companies are hunting for an alternative source of the scarce chips that are needed for AI. Intel said that its new Gaudi 3 chip was capable of training a specific large language models 50% more quickly than Nvidia's prior generation H100 processor.
Taiwan earthquake likely to have minimal impact on global electronics supply chain, Indian market remains stable
The 7.4 magnitude earthquake in Taiwan, which caused widespread disruption in chip fabrication plants, is likely to have minimal impact on the global value chain in electronics manufacturing, including India. Industry executives and market trackers do not expect any adverse impact on prices or supply chains of mobile phones and other electronics items in India, which heavily relies on the Southeast Asian island nation for components.
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