Semiconductors


2024-11-08

[News] TSMC Reportedly to Halt 7nm and Below Chip Shipments to China’s AI Firms Next Week

Following previous controversies of supplying 7nm chips to Huawei through proxies, TSMC has reportedly notified all its AI chip customers in China by formal emails that starting next week (November 11), it would halt shipments of all the 7nm and more advanced chips to its AI/GPU clients there, accor...

2024-11-08

[News] Taiwan Power Rate Hikes Squeeze Semiconductor Margins

Taiwan's semiconductor factories operate around the clock, consuming significant amounts of electricity. Taiwan Power Company has raised industrial electricity rates twice this year, and the financial impact is now starting to appear in corporate earnings. According to Economic Daily News, TSMC C...

2024-11-08

[News] Latest Progress on Three Semiconductor Fabs

Leading foundries have been making significant moves, reshaping the semiconductor industry landscape. Vanguard International Semiconductor Corporationrecently announced its entry into the 12-inch wafer foundry business, marking the beginning of a new phase in its strategic transformation for the nex...

2024-11-08

[News] TSMC May Face Potential Tax Hikes in the Trump 2.0 Era

According to a report from Economic Daily News, Trump's return to the White House  ushers in a "Trump 2.0" era, potentially posing new challenges for TSMC, as Trump previously threatened to charge a "protection fee" due to TSMC’s stronghold on U.S. chip production. The report highlighted that, ac...

2024-11-07

[News] Asia’s Chip Giants Diverge in Progress on U.S. CHIPS Act, as TSMC Reportedly to Secure Funding Soon

With Donald Trump's victory in the U.S. presidential election, the whole semiconductor industry, especially those Asian-based tech giants making strides in overseas expansion, are concerned about the development of the U.S. CHIPS and Science Act. According to the latest reports by Bloomberg and B...

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