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Supply chains snarl Taiwan tech firms as some strive to meet demand

Business May 3, 2022

Supply chains snarl Taiwan tech firms as some strive to meet demand

by Ben Blanchard and Sarah Wu

Companies are reporting a strong market for products, especially in automotives and high-end computing, but difficulty in securing inputs.

U.S. sanctions on Russia serve China a sharp reminder of need for its own chips

Business / Tech Feb 28, 2022

U.S. sanctions on Russia serve China a sharp reminder of need for its own chips

by Josh Horwitz

China, like Russia, lacks advanced chip manufacturing capacity but one of its top long-term policy goals is to establish independence and self-reliance in the semiconductor industry.

Arm’s saga highlights complexity of techno-nationalism

Commentary / World Feb 15, 2022

Arm’s saga highlights complexity of techno-nationalism

by Brad Glosserman

Chip manufacturers feared that with the sale, Arm would no longer remain neutral, allowing Nvidia to dominate certain semiconductor markets.

Shift toward EVs is an opportunity for other Taiwanese firms too

Business / Tech Feb 8, 2022

Shift toward EVs is an opportunity for other Taiwanese firms too

by Debby Wu

In the race to accelerate EVs, car companies now require more electronics components than ever before, creating opportunities for Taiwanese companies beyond chipmaker TSMC.

Berlin runs out the clock on Taiwanese wafer firm deal for German company

Business Feb 1, 2022

Berlin runs out the clock on Taiwanese wafer firm deal for German company

In December 2020 Taiwan firm GlobalWafers had signed an agreement with Germany's Siltronic to acquire all the company's outstanding shares at a 10% premium worth roughly $4.5 billion.

Taiwan’s 2021 exports soar to new record on tech demand

Business / Financial Markets Jan 7, 2022

Taiwan’s 2021 exports soar to new record on tech demand

by Betty Hou and Cindy Wang

The island saw double-digit growth for a tenth month, with 2021 shipments reaching $446 billion due to soaring demand for technology products and components.

SoftBank poised to lose $74 billion payday if Arm deal is halted

Business Dec 3, 2021

SoftBank poised to lose $74 billion payday if Arm deal is halted

by Ian King

The best alternative may be an IPO for the Arm business — but that is likely to value the company at far less than Nvidia’s offer.

China bill that includes much-needed chips funding stalled in U.S. Congress

Business Nov 15, 2021

China bill that includes much-needed chips funding stalled in U.S. Congress

Sweeping legislation to boost U.S. competitiveness with China and fund much-needed semiconductor production now faces an uphill climb to become law before next year, if ever.

Chip crunch forces Honda to downgrade profit forecast

Business / Financial Markets Nov 6, 2021

Chip crunch forces Honda to downgrade profit forecast

The announcement came after rival Toyota upgraded its forecast despite the shortage of semiconductors, which are essential to modern cars.

U.S. says it’s working with Taiwan to secure chip supply chain

World Oct 29, 2021

U.S. says it’s working with Taiwan to secure chip supply chain

by Debby Wu

Global supply chains have been strained by a pair of pandemic-related problems: labor issues and a surge in demand for goods.

Why the world depends on Taiwan and TSMC's high-performance chips

Commentary / Japan | API Geoeconomic Briefing Jun 17, 2021

Why the world depends on Taiwan and TSMC's high-performance chips

by Momoko Kawakami

While the firm has clients worldwide and is working with the U.S. and China, Japan risks losing out in the semiconductor field.

Japan's chip future lies in a Taiwan science park

Commentary / Japan Jun 9, 2021

Japan's chip future lies in a Taiwan science park

by Tim Culpan

Once a dominant name in electronic components, the nation has been overtaken by South Korea, Taiwan and China. Yet Tokyo may have a viable plan to revitalize its domestic sector.

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