As Taiwanese chipmakers source more materials and parts locally, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector
TAINAN, Taiwan — A surprising cast of companies, including suppliers to the steel, plastics and display industries and even a maker …
Taiwan's chip sector is cultivating overseas talent with summer camps and university courses to address a shortage of skilled professionals and production staff
Wen-Yee Lee / Reuters :
Investors see opportunities in Malaysian tech stocks amid a shift to cheaper AI models like DeepSeek, as the country's chip sector faces US export rules
Norman Goh / Nikkei Asia :
Sources: Trump's team plans tougher US chip curbs and have met with Dutch and Japanese counterparts, urging them to tighten restrictions on China's chip sector
Bloomberg :
TrendForce: the ASP of high-end AI chips from Nvidia and others is ~5x more than conventional memory chips, creating a winner-takes-all trend in the chip sector
June Yoon / Financial Times :
SMIC reports Q3 revenue up 34% YoY to ~$2.17B, vs $2.2B est., and net income up 58.3% YoY to ~$148.8M, below $199.71M est., as the chip sector recovers
China arrested a South Korean chip engineer on espionage charges in December 2023, escalating Beijing and Seoul's IP theft battle in the critical chip sector
i.e. subject him to solitary confinement w/o access to lawyers or families, & coerce them to admit whatever the Chinese govt want: https://www.ft.com/...
Sources: the US DOJ is investigating Nvidia's acquisition of Run:ai, a Tel Aviv-based startup that enables virtualization of GPUs, on antitrust grounds
investigating potential strong-arm tactics related to AI GPU supply Hope King / Axios : Report: Nvidia faces DOJ antitrust probe Maria Deutscher / SiliconANGLE : Justice Department reportedly investig...
Sources: the US DOJ is investigating Nvidia's acquisition of Run:ai, a Tel Aviv-based startup that enables virtualization of GPUs, on antitrust grounds
investigating potential strong-arm tactics related to AI GPU supply Hope King / Axios : Report: Nvidia faces DOJ antitrust probe Associated Press : The government is reportedly investigating Nvidia fo...
South Korea's Finance Minister Choi Sang-mok says the government is preparing a $7.3B+ support package for chip investments to win the “war” in the chip sector
South Korea is readying plans for a support package for chip investments and research worth more than 10 trillion won …