Subject


Semiconductors


2024-07-23

[News] TSMC Effect: 100+ Semiconductor Investments in Kyushu, Totaling JPY 5 Trillion

According to a report from Nikkei on July 23rd, since 2021, the establishment of TSMC’s plants has potentially spurred over 100 semiconductor-related investment projects in Kyushu, known as Japan’s "Silicon Island." The disclosed investment amount by companies alone reaches JPY 4.74 trillion...

2024-07-23

[News] Jensen Huang Rumored to Request CoWoS Dedicated Line, but TSMC Declines

As TSMC stands at the core of the global semiconductor industry, NVIDIA founder Jensen Huang stirred up an AI frenzy when he visited Taiwan in June. According to a report from Commercial Times, during his visit, he met with TSMC founder Morris Chang and then-President C.C. Wei, and personally visite...

2024-07-23

[News] Decipher TSMC in Key Figures: Some Facts Needed to be Known

Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron's, it’s suggested that America's stance towards Taiwan is not the best diplomatic strategy. The follo...

2024-07-23

[News] Chip Supply in Shortage, SEMI Calls for Standardization in Back-end Processes

As TSMC and other major chip manufacturers compete for AI business opportunities, chip production capacity is unable to keep up with demand. Industry sources cited in a report from NIKKEI claimed that the slow expansion of high-end chip production capacity is due to different packaging and testing...

2024-07-23

[News] Intel Suspended Investment in French and Italian Chip Plants

Recently, after reporting a loss of USD 7 billion in its manufacturing business for 2023, Intel stated that its investment in France and Italy could not be realized for the time being, which is worth several billion euros and can potentially create thousands of jobs. Relevant investment plans for ch...

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