TSMC faces mounting pressure as Arizona chip push intensifies

TSMC could be compelled to shift its most advanced manufacturing processes to Arizona amid renewed US focus on domestic chip production. Taiwan’s Economic Affairs Minister J.W. Kuo underscored that such relocations are complex, as advanced processes must first achieve mass production in Taiwan before moving abroad. TSMC must also secure Taiwanese regulatory approval for any overseas deployment of cutting-edge technology.

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US Commerce plans US$285 million for semiconductor digital twin research

According to a recent press release, the US Department of Commerce (DOC) and the Semiconductor Research Corporation Manufacturing Consortium Corporation (SRC) are entering negotiations for the DOC to provide SRC US$285 million to establish and operate a Manufacturing USA institute in Durham, North Carolina. This investment will support the launch of the first CHIPS Manufacturing USA Institute with a total combined funding of US$1 billion.

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Competition in automotive chips intensifies as Taiwan-based companies target mid-to-high-end market

In recent years, Taiwan-based IC design companies have massively entered the automotive chip sector, seeking growth opportunities beyond consumer electronics. The automotive chip market is particularly appealing due to its higher profit margins and longer product cycles, which are key to strengthening operational foundations.

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Q3中国折叠屏销量同比增长79% 万元以上华为份额高达85%

11月20日消息,根据CINNO Research最新数据显示,2024年第三季度中国市场折叠屏手机销量达354万部,同比增长79%,环比增长35%,同比、环比双增长;而整个前三季度(Q1-Q3’24)的累计销量达852万部,同比增长101%,实现翻番,市场渗透率攀升至4.1%,较去年同期的2.2%提升1.9个百分点,渗透率接近倍增,彰显了市场渗透率的稳健上扬态势。

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