Thanks to my company's support, I just created our first English explainer about
#TSMC
and its overseas expansion. Watch it here: . Let me know what other topics you'd like us to cover!
#Taiwan
’s Lee Yang and Wang Chi-Lin have made history by winning the gold medal in men’s doubles badminton at the Paris 2024 Olympics, defeating
#China
. This achievement also makes them the first Taiwanese duo to win gold at two consecutive Olympics!
Just in - Robert Tsao (曹興誠), Former Chairman of Taiwan's 2nd-biggest
#Chipmaker
#UMC
, announced to donate 100 million USD to strengthen
#Taiwan
's national defense. Funding will be for national defense education, research on Chinese Communist's cognitive warfare &cyberwarfare.
Last month, I visited
#Kumamoto
and was struck by
#Japan
's dedication to
#TSMC
. Why TSMC Japan fab
#JASM
was build faster than the US one? The answer is simple. The support they've got from Japan is huge. (1/9)
This is what Taiwanese would do when we found out there’s 16 local transmissions, the highest ever reported in a day since the pandemic. People get really panic and we go grab Taiwanese instant noodles, leave the korean ones on the shelf.
#COVID19
#covidtaiwan
#taiwan
I spoke with
#TSMC
's Former General Counsel Richard "Dick" Thurston on how to interpret the
#China
provision in the
#CHIPSAct
. One provision prevents recipients of the funding from expanding advanced chip capacity in China in next 10 years. What is exactly restricted? (1/11)
“I hope that we don’t get discriminated because we are close to China. No matter your relationship with China, Taiwan is Taiwan. You have to look at
#Taiwan
as a by itself a vibrant society.”
#TSMC
Chairman Mark Liu told CNN’s
@FareedZakaria
.
#Germany
’s Minister of Education and Research Bettina Stark-Watzinger
@starkwatzinger
in Taipei, Taiwan now. She is going to sign Germany-Taiwan Scientific and Technological Cooperation Arrangement this morning.
My surmise is that
@SpeakerPelosi
will meet either
#TSMC
Founder Morris Chang or Chairman Mark Liu in Taiwan, given that the CHIPS Act just passed last week. If not, I’ll be very surprised.
#TSMC
Founder Morris Chang told reporters this morning that he will attend TSMC
#Arizona
's First Tool-in Ceremony on Dec 6. Secretary
@SecRaimondo
will be there. TSMC also invited
#Biden
but he's not sure whether Biden will come or not. 3nm fab is confirmed to be built after 5nm.
In Taiwan, we not only care about AI advancements, but we also want to know where you dine. Here are the restaurants Jensen Huang has visited. He went to a couple of them since he arrived in Taipei on Sunday. Source: TVBS
@nvidia
Jensen Huang: “
@Nvidia
would not be possible without
#TSMC
. Morris's life's work is a masterpiece, a ninth symphony, an Ode to Joy. Morris’s life's work has made my life's work possible, and he has made a big impact on my life.”
Scoop: Amidst US-China
#chip
war,
@CommerceGov
to send an Export Control Officer (
#ECO
) to
#Taiwan
. Currently,
#BIS
of the Commerce only has 9 ECO positions in 7 locations overseas. Taiwan and Finland will soon be two newly-added locations watching
#China
and
#Russia
. (1/7)
TSMC Founder Morris Chang today says in a statement via
#TSMC
that Gordon Moore was a great and respected friend for more than six decades, "with Gordon gone, almost all of my first generation semiconductor colleagues are gone."
#TSMC
Morris Chang just redefined "globalization": Allowing domestic companies to profit abroad and permitting the entry of foreign products/services into the country, without harming the national security and technological & economic competitive advantages of the country. (1/2)
Just in - China's Office of Central Cyberspace Affairs Commission announced today that
#Micron
's products sold in China have not passed the cybersecurity review, and so China's operators of critical information infrastructure should cease the procurement of Micron's products.
Left to right: AMD Lisa Su, Nvidia Jensen Huang, Apple Tim Cook, TSMC (Arizona) Rick Cassidy, CEO C.C. Wei, Chairman Mark Liu, Founder Morris Chang, Phoenix Mayor Kate Gallego (Photo: Formosa TV)
#TSMC
#chip
#Arizona
#Biden
#semiconductor
#firsttoolin
#TSMC
updates: “
#Taiwan
experienced several significant
#earthquakes
this morning. To ensure the safety of personnel, evacuation procedures have been initiated in some foundry areas according to internal company protocols. The occupational safety system is functioning normally.
Initium’s interactive explainer on Taiwan’s tech giant—Taiwan Semiconductor Manufacturing Company—is now available in English!You can get to understand why those microchips are being dubbed as the ‘new oil of our time’.
My latest on
#TSMC
Arizona - Sources told me that the total cost of investment for TSMC Arizona fab is 6 to 12 times higher than building a same scale 5nm fab in Taiwan.
I really like the question that Bloomberg's
@samsonellis
asked
#Pelosi
: "What concrete tangible benefits can you promise Taiwan to offset the cost of your trip?" But then it leads to the
#CHIPS
Act promotion. Pelosi: "We just passed the
#CHIPS
and SCIENCE Act...." (1/4)
#Trump
on
#Taiwan
: “Taiwan took our chip business from us,” he says. “I mean, how stupid are we? They took all of our chip business. They’re immensely wealthy.” What he wants is for Taiwan to pay the US for protection. “I don’t think we’re any different from an insurance policy.
#TSMC
CEO C.C. Wei said this morning that US
#chip
sanctions on
#China
, along with
#Japan
and the Netherlands, will add some difficulties to China’s development in
#semiconductor
industry. (1/3)
#TSMC
latest updates tonight: “Based on TSMC's rich experience and capability in earthquake response and disaster prevention, and regular safety drills to ensure full preparedness. Within just 10 hours after the earthquake on April 3rd, the recovery rate of wafer fab equipment
Just in - Taiwan’s
#GlobalWafers
is going to set up a new factory in Sherman,
#Texas
, making it another significant semiconductor investment of $5 billion after
#TSMC
’s Arizona fab. This one will be closer to Samsung
#Texas
.
I want to thank
@intel
CEO
@PGelsinger
once again for taking my questions during his short visit to Taipei this week. I had the opportunity to ask about the old behaviors and culture that he believes need to be changed in order to prevent future mistakes. Here’s his answer:(1/4)
"Run, don't walk, "
@Nvidia
CEO Jensen Huang said at the NTU commencement this morning, "Either you're running for food or you are running from becoming food....And oftentimes, you can't tell which. Either way, run!" (1/2)
Just in -
#TSMC
just announced their new candidates for board of directors. What’s worth noted is that Ursula M. Burns has served as Vice Chair of the U.S. Department of
#Commerce
’s Advisory Council on Supply Chain Competitiveness.
Semiconductor books sell well in Kumamoto bookstores. There is a sign that reads: "If you're a resident of Kumamoto Prefecture, this [
#TSMC
] is a company you absolutely should know!"
#Japan
OK. This is very interesting.
#TSMC
supplier TOPCO Group (崇越集團) Chairperson J.W. Kuo (郭智輝) will become Taiwan's Minister of Economic Affairs in May. Taiwan's President-elect Lai Ching-Te is really putting efforts in
#semiconductor
.
After one week of eating at
#Taiwan
’s night market, Jensen made
@nvidia
the world's No. 2 company in market cap, surpassing Apple. This is the best example of “You are what you eat.”
Just in -
#Taiwan
's back-end chip testing company
#KYEC
(京元電) has announced to sell its subsidiary Jinglong Technology (京隆科技) in China and exit the Chinese semiconductor manufacturing business. (1/2)
Reporters were not allowed to ask questions directly to Former US Secretary of State Mike Pompeo at his so-called ‘press conference’ in Taipei. Pompeo says US should recognize Taiwan ‘as a free and sovereign country.’ He did not rule out a 2024 presidential run.
@mikepompeo
#TSMC
Founder Morris Chang said yesterday that U.S. "friendshoring" does not include Taiwan. Chang pointed out that U.S. Commerce Secretary has said repeatedly that Taiwan is a very *dangerous* place to rely on, "that is Taiwan's dilemma." (1/3)
A Taiwanese student at Georgetown asked
@SecRaimondo
: US-made chip is more expensive and you have to ship them back to
#Taiwan
for packaging, to China for assembly, and then to the US...
Raimondo said that she sat with
#TSMC
Founder Morris Chang and that ...(1/2)
Apple’s main manufacturer, Foxconn, is considering a major expansion in India, including assembling millions more iPhones and setting up new production sites as it seeks to further diversify beyond China
Now we got a clear 2030 US
#semiconductor
goal for national security:
1) America will produce the world’s most advanced chips.
2) will have > two new large-scale clusters of leading-edge fabs with a robust supplier ecosystem, R&D facilities and specialized infrastructure.
Germany’s state of
#Saxony
and Taiwan today have agreed to strengthen talent recruitment in both countries, especially in the
#semiconductor
sector. (
#Dresden
, the largest semiconductor cluster in Germany, is located in Saxony.)
photo: Taiwan NSTC
Yesterday, I was lucky to talk to Intel CEO
@PGelsinger
briefly after he had a conversation with
@intel
Taiwan employees in Taipei. I only had 15 seconds but I am hoping that he could feel how much I would like to interview him.
AIT: Senator
@SenDuckworth
and Senator
@SenDanSullivan
of the Senate Armed Services Committee, and Senator
@ChrisCoons
of the Senate Foreign Relations Committee will travel to
#Taiwan
on June 6, 2021, as part of a larger visit to the Indo-Pacific region.
Just in - Bloomberg reports that U.S. officials Matt Murray and Richard Steffens will meet with Taiwan's Minister of Economic Affairs and
#Taiwan
's
#chip
companies to discuss
#auto
chip shortage.
#TSMC
Taiwan tech executives who had dinner with Jensen: Foxconn, Quanta, Wistron, Inventec, Pegatron, Delta, Asus
v.
The one who didn’t get invited: Compal
Jensen’s dinner invitation means everything.
Just in: Taiwanese foundry VIS (世界先進)Chairman Lueh Fang says that he is considering whether to build a new 12-inch fab in
#Singapore
to meet customer demand.
#chip
#semiconductors
"The concentration of the
#semiconductor
sector in
#Taiwan
is not a risk, but is the key to the reorganization of the global semiconductor industry," said Taiwan President Tsai
@iingwen
on the National Day.
#chip
#tsmc
(1/2)
The experienced Japanese construction contractor, Kajima Corporation (鹿島建設), was key to fast completion. Their expertise turned a potentially decade-long project in Japan into just two years. (4/9)
TSMC's presence in Kumamoto has attracted over 44 semiconductor supply chain companies to invest in Kumamoto, with more expected. Meanwhile, many TSMC's Taiwanese suppliers in the U.S. are now hesitant about investment in Arizona due to cultural differences and higher costs.
Why
#TSMC
forecast 44bn USD
#CAPEX
for 2022 without worrying about overcapacity? TSMC CEO C.C. Wei emphasized a multi-year mega trend driven by
#5G
,
#HPC
and increasing *silicon content* in chips of advanced & mature nodes. 1/
I did a cover story on
#Malaysia
’s semiconductor sector and why it has been growing amidst the US-China tech war last year. Now, it’s receiving more investment and government attention. Watch my latest explainer:
Just watched
#WaveMakers
on
@Netflix
and it’s a must-watch for anyone interested in the world of political campaigning in
#Taiwan
! Highly recommended!
#Taiwan
President Tsai Ing-Wen brought up US
#Chips
Act in a meeting with
@GovHolcomb
, and said that “Taiwan is willing and able to strengthen cooperation with democratic partners in building sustainable supply chains for ‘democracy chips’”.
#semiconductor