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2024-05-23

[News] TSMC Says Tripling 3nm Capacity This Year Still Not Enough

According to a report from TechNews, TSMC held a technology forum on May 23, where Senior Fab Director pointed out that benefiting from HPC and mobile phone demands, the 3nm production capacity this year has more than tripled compared to last year, but this is actually still not enough, so efforts a...

2024-05-23

[News] Tesla Reportedly Asks Suppliers to Avoid China, Taiwan as Early as 2025 in Case of Geopolitical Risks

Due to escalating geopolitical risks, Tesla is reportedly requesting its suppliers to begin manufacturing components and parts outside of China and Taiwan as early as 2025. According to a report from Nikkei News on May 23rd, citing sources from the supply chain, suppliers of printed circuit boa...

2024-05-23

[News] TSMC’s Nanjing Plant Reportedly Pushes for Indefinite Exemption From US Before the May 31 Deadline

In October 2022, the U.S. imposed a new wave of chip controls on China, but TSMC ultimately received an extension of its exemption permit from the U.S. Department of Commerce for one year. This exemption is set to expire on May 31, potentially impacting the shipment schedule of the Nanjing plant. ...

2024-05-22

[Insights] US Imposes Another Measures, Raises Tariffs on Chinese Electric Cars to 100%

On May 14, 2024, the US administration announced that it would increase tariffs on Chinese new energy vehicles from 25% to 100%. Additionally, tariffs will be imposed on Chinese products such as batteries, chips, medical supplies, and critical mineral raw materials, affecting an estimated total valu...

2024-05-17

[News] Qualcomm Reportedly Expects No Product Revenue from Huawei After This Year, While Royalty Income Remain

Previously, the U.S. Department of Commerce revoked Intel and Qualcomm’s export licenses to Huawei, leading to speculation that they are now prohibited from collaborating with Huawei. According to a report from TechNews, Qualcomm anticipates that after 2024, it will no longer receive product reve...

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