Subject


Semiconductors


2023-10-27

[NEWS] Western Digital and Kioxia Terminate Merger Talk, TrendForce Believes M&A Will Be an Inevitable Trend

According to Reuter's report, the merger negotiations between Western Digital and Japan's Kioxia Holdings have been terminated as the two companies could not reach an agreement on the terms. This potential merger aimed to create one of the largest memory chip manufacturers globally but faced obstacl...

2023-10-27

[Insights] Unleashing the Practical Impacts of U.S. Semiconductor Export Policies on China

On October 17, 2023, the U.S. government unveiled an updated set of regulations for semiconductor exports, introducing stricter standards for advanced AI chips. Additionally, these regulations expand control over the export of exposure equipment and include Chinese GPU design startups on an Entity L...

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] Japanese Lawmaker Confirms Additional ¥900 Billion Subsidies for TSMC’s Kumamoto 2nd Fab

According to a report by Bloomberg, Yoshihiro Seki, Secretary-General of the ruling Liberal Democratic Party and a member of the Japanese parliament, has announced that the government is planning to allocate an additional ¥900 billion for the construction of TSMC's Fab 2 in Kumamoto, Japan. Further...

2023-10-26

[News] UMC Foresees a Computer and Communication Market Rebound

The semiconductor foundry, United Microelectronics Corporation (UMC), held an online briefing on October 25th to unveil its 3Q 2023 operational report. UMC achieved consolidated revenue of NT$57.07 billion, marking a 1.4% growth compared to the previous quarter's NT$56.3 billion in 3Q23. However, it...

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