Subject


Semiconductors


2023-03-17

U.S. Government to Target 28nm Processes in Next Phase of Export Regulations

On October 7, 2022, the U.S. government imposed export regulations restricting China’s access to semiconductor technology. In particular, the sanctions pertained to manufacturing equipment required in the production of 16nm/14nm or more advanced logic chips (FinFet, GAAFET), 18nm or more advanced ...

2023-02-09

[Chip War] The Latest Update of US Sanctions’ Impact on The Progress of Chinese Semiconductor Development

According to TrendForce’s latest investigation, Chinese foundries have already suspended plans to expand production capacity for advanced processes after the US government began restricting the exportation of equipment and technical support for processes related to non-planar architectures. TrendF...

2023-02-03

Oversupply Worries in Semiconductor Industry in 2023

The market started worrying about the oversupply in semiconductor 2023, when the demand will start growing again depends on two factors: the situation of the macroeconomy and the inventory status. Since foundries’ capacity utilization rates started drop in 3Q22, chip supply as a whole has decre...

2022-12-09

With Deglobalization of Supply Chain Just Starting, Will TSMC’s Overseas Expansion Activities Cause Taiwan’s Semiconductor Industry to Hollow Out or Achieve Greater Dominance?

On December 6, TSMC held a ceremony for the first tool-in of its new Arizona fab. This event came after the foundry giant had publicized a series of overseas expansion projects. Within Taiwan, TSMC’s recent announcements have caused a stir in public opinion. Concerns have been raised about the pos...

2022-11-17

Taiwan’s Version of “CHIPS Act” Provides 25% Tax Credit for Major Semiconductor Companies to Pursue R&D and 5% Tax Credit for Investments in Advanced Manufacturing Equipment

The government of Taiwan is preparing to launch its version of “the CHIPS Act” to support locally operating companies that develop innovative technologies and have a crucial spot within the global supply chain. A highlight of this legislation is a tax credit scheme: a maximum of 25% for R&D ...

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