Wen-Yee Lee 李玟儀
@Wenyee_Lee
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Taiwan Semiconductor Reporter at 商業周刊 Business Weekly Magazine | Alum @MedillSchool | Views my own| Tips: wenyee_lee @bwnet .com.tw
台北市, 台灣
Joined November 2015
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Pinned Tweet
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!
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Jensen
@nvidia
said I should tell everybody that this restaurant is SO GOOD. It’s called Flower Restaurant near Taipei Arena.
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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.
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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
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365
“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
.
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Chip War Author Chris Miller
@crmiller1
meets
#TSMC
Founder Morris Chang in Taipei, Taiwan. Morris said: “I wish I had written it.”
#chip
#Taiwan
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TSMC Founder Morris Chang is at the JASM open ceremony.
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#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.
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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.
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#TSMC
’s Founder Morris Chang meets with President
@iingwen
and
@KeithJKrach
tonight. The message is clear. Photo: Taiwan’s Presidential Office
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#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.
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189
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
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TSMC is a Taiwanese company but we can’t find any word of “TAIWAN” in Biden’s remark at all ?
#TSMC
#Arizona
#semiconductor
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Lai Ching-te took office as Taiwan’s new president today. TSMC Founder Morris Chang also attended the ceremony.
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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."
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#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)
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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.
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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
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#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.
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Check this out! We made the English version happen!
#TSMC
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’.
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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.
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140
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)
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#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)
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132
“No body can control TSMC by force. If you take a military force or invasion , you will render TSMC factory not operable,” said Mark Liu.
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#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
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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
.
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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)
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"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)
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A big group of German students are in Taiwan to attend Semiconductor Talent Incubation Program backed by
#TSMC
.
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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
.
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A very disappointing press conference this afternoon.
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
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Taiwan Semi stocks look really bad after
@CommerceGov
announced new
#chip
export controls.
#TSMC
stock dropped 8.22%.
#Semiconductor
#chip
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#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)
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ASML’s Big Bet on China Is Starting to Backfire Over Data Thefts
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Nvidia Becomes World’s Most Valuable Company as AI Rally Steams Ahead
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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)
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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
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#Taiwan
celebrates no new cases of Civid-19 over the past six days with six
#watermelons
! Photo:
@Taiwan_CDC
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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.
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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
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Waiting for my dentist… and realizing how many cover stories that I have contributed to over the past two months…
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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.
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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.
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PLEASE READ THIS. If you are a journalist trying to cover
#Taiwan
, this is a must-know (by Jenna Lynn Cody)
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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.
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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
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9
51
"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)
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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)
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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.
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9
53
Just in - Taiwan’s
#GlobalWafers
to get up to $400 million direct funding under the Chips and Science Act.
@CommerceGov
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51
Taiwan Is Pushing Biden for a Tax Deal That Could Infuriate China
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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:
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Just watched
#WaveMakers
on
@Netflix
and it’s a must-watch for anyone interested in the world of political campaigning in
#Taiwan
! Highly recommended!
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#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
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