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Author Archives: TrendForce
[News] Tower Semiconductor Reportedly Halting Operations for Three Weeks
Amid industry slowdown, customers are reducing orders as they are currently clearing inventory accumulated over the past two years due to semiconductor supply constraints. Thus, Tower Semiconductor reportedly plans a three-week shutdown for most of its operations in Newport Beach, California, …
[News] Subsidies to TSMC from Japan and China Increase Over Fivefold Annually
Geopolitical factors are driving countries to actively establish semiconductor manufacturing locally and offer subsidies. According to TSMC’s annual report, subsidies received from Japan and China amounted to NTD 47.545 billion in 2023, signaling a 5.74-fold increase from the previous year, …
[News] TSMC to Expand Production with New Facilities Across Taiwan in April
In response to the high demand for AI chips, TSMC has once again initiated a large-scale expansion in northern, central, and southern Taiwan. This expansion includes the first tool-in and the construction of 2-nanometer fabs and advanced packaging plants. Industry …
[News] Chinese Packaging Giant JCET Group Invests CNY 4.5 Billion to Enter Storage Market
On March 4th, Chinese assembly and testing company, JCET Group (JCET), announced its intention to acquire 80% equity of SanDisk Semiconductor Shanghai Co., Ltd. (SDSS), a subsidiary of Western Digital Corporation (WDC), for USD 624 million in cash. This strategic …
[News] AMD Reportedly Faces Obstacles in Selling Custom AI Chips to China
AMD has encountered resistance from the United States when attempting to sell a custom-designed AI chip to the Chinese market, according to Bloomberg citing sources. The same source further revealed that AMD sought approval from the U.S. Department of Commerce to …