With Intel and Samsung Electroncis making frequent moves to target their common competitor TSMC, the media may be able to observe the changes in the industry from a different perspective, in addition to doing routine reporting.
Following the subsidies to TSMC’s 300mm fab in Kumamoto and TSMC’s 3DIC R&D center in Ibaraki, Japan’s Ministry of Economy, Trade and Industry (METI) has lately announced plans to subsidize Western Digital (WD) and Kioxia’s Nand flash manufacturing facility in Yokkaichi, Mie Prefecture.
Taiwan’s OSATs may not move to set up plants in the US though the US Congress has approved the Chips and Science Act 2022, and instead will carry out capacity expansions at their current plant sites in Taiwan, China and Southeast Asia to embrace possible order transfers from the growing trend of supply chains developing into a “G2” pattern, serving separately China and the US, according to industry sources.
VinFast, Vietnam’s homegrown automaker that belongs to the country’s largest conglomerate Vingroup, has been deploying very quickly automotive production around the world.
IC testing house Sigurd Microelectronics expects to sustain high capacity utilization in the second half of 2022, buoyed by strong demand for Wi-Fi SoCs, despite weakening demand for handset chips solutions.
China advances its leading position in the global New Energy Vehicle (NEV) market as the pandemic and the Russia-Ukraine war impact Europe. According to data from the China Passenger Car Association (CPCA), China contributed 59% of worldwide NEV sales in 1H22, significantly higher than Europe and North America.