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.