chip


2023-12-08

[Insights] Chinese Government Invests in Huawei Supply Chain; Semiconductor Self-sufficiency for China’s Long-Term Growth

Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected ...

2023-11-30

[Insights] Significant Impact of Chinese Export Restrictions, Material Alternatives Yet to Yield Immediate Results

With China intensifying export controls, Japanese companies relying on crucial battery and semiconductor materials manufactured in China are contemplating alternative solutions. They are actively seeking materials sources to achieve supply diversification. TrendForce’s insight: 1. Alternativ...

2023-11-03

[News] Taiwan’s $30 Billion “Chip-Driven Industrial Innovation Program” Annually Set to Garner Global Interest and Collaboration

According to UDN's report, the Taiwanese government has introduced the "Taiwan Chip-Driven Industrial Innovation Program," an investment of NT$300 billion with an annual average of NT$30 billion.  On October 2, Executive Yuan Commissioner Tsung Tsong Wu and Chairperson of the National Science Counc...

2023-10-27

[Insights] Taiwanese Manufacturers Minimally Affected by New US GPU Restrictions, while Chinese Focused on In-House Chip Advancement

The US Department of Commerce issued new restrictions on AI chips on October 17, 2023, with a focus on controlling the export of chips to China, including NIVIDA's A800, H800, L40S, and RTX4090, among others. Taiwanese manufacturers primarily serve cloud service providers and brand owners in North A...

2023-10-26

[News] Changan Auto Launches IC Design Company: Tracking Chinese Self-made Auto Chip Trend

In the wake of a semiconductor shortage, Chinese automakers have veered onto the path of self-developed chips over the past two years. Recently, Changan Automobile, in collaboration with the Chongqing High-Tech Industrial Development Zone and the Intelligent Manufacturing Industrial Research Institu...

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