Commentary America can save Taiwan from Chinese invasion by promising to destroy it, or at least its chipmaking capability, argues an article in Parameters, the U.S. Army War College’s quarterly. In “Broken Nest: Deterring China from Invading Taiwan,” Air University’s Jared McKinney and Colorado State University’s Peter Harris say that Taipei and Washington should make the…
TSMC Sees Multi-Year Growth Ahead, to Boost Chip Spending in 2022
TAIPEI—Taiwanese chip firm TSMC expects strong growth to accelerate in coming years due to booming semiconductor demand, as the tech giant on Thursday reported a record quarterly profit and said it plans to spend at least a third more than last year. Soaring demand for semiconductors used in smartphones, laptops, and other gadgets during the…
Taiwan Should Destroy Island’s Semiconductor Plants If China Invades, Paper Says
A scorched-earth policy involving Taiwan destroying its own advanced semiconductor plants in the event of a Chinese invasion would be a good deterrence strategy for the self-ruled island against warmongering China, according to a recent paper published by the U.S. Army War College. “In practice, this strategy means assuring China an invasion of Taiwan would…
Taiwan, Japan Agree to Boost Cooperation on Economic Security
The ruling parties of Taiwan and Japan agreed to boost economic security cooperation, with a focus on supply chain resilience for semiconductors and other crucial items. Although Chinese-claimed Taiwan and Japan do not have formal diplomatic connections, they maintain close unofficial ties and share concerns about China, particularly its increased military activities near the two….
If You Invested $1,000 in Taiwan Semiconductor Stock One Year Ago, Here’s How Much You’d Have Now
Investors who have owned stocks in the last year have generally experienced some big gains. In fact, the SPDR S&P 500 ETF Trust total return over the last 12 months is 26.2 percent. But there is no question some big-name stocks performed better than others along the way. Taiwan Semiconductor’s Bumpy Ride One company that…
China’s Chip Sector Meets Headwinds While CCP Is Mistrustful of Executives From Taiwan
December 19, 2021
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AnalysisBusiness & EconomyCCPChinaChina Business & EconomyChina Hi-Techchina talent recruitmentchina-taiwanchip industryNational SecurityOpinionsmicTaiwantalentThinking About ChinaTSMC
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News Analysis The Chinese Communist Party (CCP) would not have likely secured its self-reliance in chipmaking without support from Taiwanese professionals, amid U.S.–China tech tensions. However, the recent exit of three influential Taiwanese executives from China’s largest chipmaker or its board of directors highlights a reality—that Beijing does not trust them and deems them as…
Taiwan Becomes The World’s Top Spender In Semiconductor Equipment, Dethroning South Korea and China
Taiwan’s leading role in chipmaking has come under the spotlight amid a global shortage of semiconductors. On top of being the world’s largest chip producer, Taiwan has also become the world’s top spender on semiconductor equipment, dethroning South Korea and China. According to the global semiconductor trade association (SEMI), Taiwan was the largest buyer of…
Taiwanese Top Executive Quits China’s Largest Chipmaker
November 12, 2021
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Business & EconomyChinaChina Business & EconomychipmakerCompaniesresignationSpecial Topicstech WarTSMC
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China’s largest chipmaker said on Nov. 11 that its Taiwanese vice-chairman has resigned in a leadership reshuffle, less than a year after he took the role, leaving its board entirely Chinese. China’s state-supported Semiconductor Manufacturing International Corp (SMIC) said in a Nov. 11 statement (pdf) following a board meeting that Chiang Shangyi resigned as the…
TSMC to Build New Chip Factory in Taiwan’s Southern City Amid Shortage
TAIPEI—Taiwan Semiconductor Manufacturing Co (TSMC) said on Tuesday it will set up a new chip factory in the island’s southern city of Kaohsiung as the world’s largest contract chipmaker bids to boost production amid a global chip shortage. TSMC, a major Apple supplier, said in a statement the new chip fabrication plant will produce advanced…
Japanese Car Production Plunges Amid Supply Chain Disruptions
November 8, 2021
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automakersautomotiveBusiness & EconomyBusinesses in COVID-19chip shortageCompaniesJapansemiconductorsupply chainTSMC
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Amid the global chip shortage, Japan’s eight largest automakers’ September domestic output stood at 398,075, falling 49.7 percent compared to the same period last year, the sharpest production decline since the 61.8 percent drop in May last year, according to Chinese state media. Among them, Toyota and Honda dropped more than 55 percent. TSMC’s Japanese…
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