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February 08, 2024- Others
以賽亞調研聲明稿 Isaiah Research Official Statement
February 08, 2024- Others
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December 12, 2023- Semiconductor
Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
December 12, 2023- Semiconductor
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October 16, 2023- Semiconductor
How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden’s chip war on China
The waiver is “good news” for TSMC, as it allows the company to continue with expansion plans for its 28-nanometer chips in Nanjing, China, says Lucy Chen, vice president of Isaiah Research, a Taiwan-based tech-research firm.
October 16, 2023- Semiconductor
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May 25, 2023- Smartphone
China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
May 25, 2023- Smartphone
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May 08, 2023- Smartphone
The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
May 08, 2023- Smartphone
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April 20, 2023- Semiconductor
TSMC lowers full-year outlook on weak demand, chip surplus
TAIPEI -- Taiwan Semiconductor Manufacturing Co., the world's biggest contract chipmaker, is predicting its first full-year revenue drop since 2009 after lowering its outlook for this year due to weak demand and persistently high inventory levels.
April 20, 2023- Semiconductor
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April 13, 2023- Smartphone
Apple in talks with suppliers to make MacBooks in Thailand
TAIPEI -- Apple is in talks with suppliers to make MacBooks in Thailand as the company continues to expand its manufacturing footprint outside of China amid geopolitical uncertainties.
April 13, 2023- Smartphone
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March 31, 2023- Semiconductor
Japan to restrict semiconductor equipment exports as China chip war intensifies
Japan plans to impose export restrictions on 23 types of equipment used to make semiconductors, following similar curbs by the US designed to restrict China’s access to cutting-edge chips in an intensifying battle over the technology.
March 31, 2023- Semiconductor
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March 24, 2023- Semiconductor
Tech war: proposed US ‘guardrails’ on new chip investment in China to block TSMC, Samsung expansion plans on mainland
Some of the world’s leading chip makers, including Taiwan Semiconductor Manufacturing Co (TSMC) and Samsung Electronics, will be hamstrung from expanding their facilities in China under proposed US guidelines covering companies that receive federal funding for semiconductor production, according to analysts.
March 24, 2023- Semiconductor
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March 21, 2023- Semiconductor
China gives chipmakers new powers to guide industry recovery
China is giving a handful of its most successful chip companies easier access to subsidies and more control over state-backed research, as tightening US controls on access to advanced technology force a major rethink in Beijing’s approach to supporting the sector.
March 21, 2023- Semiconductor
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March 05, 2023- Semiconductor
TSMC’s Turning Point
On a drizzly December morning in Taipei, the most pressing issue in Taiwan’s Legislative Yuan was not the dozens of Chinese military aircraft and vessels that had stalked through the Taiwan Strait the previous weekend, but a new semiconductor factory that was under construction an ocean away.
March 05, 2023- Semiconductor
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February 20, 2023- Others
Tech companies bank on autos to offset dismal electronics demand
TAIPEI -- Tech manufacturers from chipmakers to product assemblers are turning to the electric vehicle market to offset a lingering slowdown in consumer electronics.
February 20, 2023- Others
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