The United States has proposed a "Chip 4" alliance with South Korea, Japan and Taiwan to build a semiconductor supply chain, the Seoul Economic Daily reported, citing anonymous South Korean government officials and industry sources. The move is also part of U.S. efforts to curb the growth of China's chip industry.
According to Observer Network, on May 11 last year, 64 companies including the United States, Europe, Japan, South Korea, Taiwan, and other places announced the establishment of the Semiconductors in America Coalition (SIAC). These companies cover almost the entire semiconductor industry chain, and the first thing they organize together is to urge the US Congress to pass the $50 billion semiconductor incentive plan proposed by the Biden administration.
lthough it seems that SIAC's top priority is to "request money" from the US government, the Hong Kong English-language media "South China Morning Post" still linked the matter to mainland China, with its report hyping that "the establishment of SIAC may make mainland China more It is difficult to escape the U.S.-led global semiconductor supply chain.”
A press release issued by SIAC's official website states that the organization is an alliance of semiconductor companies and semiconductor downstream users.
Currently, SIAC has 64 members, including technology giants such as Amazon, Apple, AT&T, Cisco, General Electric, Google, Verizon, AMD, Analog Devices, Broadcom, NVIDIA, Qualcomm and other chip design companies, GF, IBM , Intel, Micron and other chip manufacturers, as well as semiconductor upstream IP, electronic design automation (EDA) software and equipment suppliers such as Applied Materials, Kaideng Electronics, Synopsys, etc.
It is worth noting that SIAC members also include many semiconductor companies in Japan, South Korea, Europe, China Taiwan and other places. For example, chip manufacturers TSMC, Samsung, SK Hynix, Infineon, equipment manufacturers Nikon, ASML, Tokyo Electronics, chip IP giant ARM, etc.
On the day of its establishment, SIAC members jointly sent a letter to U.S. House Speaker Nancy Pelosi, Senate Majority Leader Chuck Schumer, Senate Minority Leader McConnell, and House Minority Leader McCarthy. "We call on congressional leaders to allocate $50 billion for domestic chip manufacturing incentives and research programs," the letter said. SIAC's mission is to advance federal policy that promotes U.S. semiconductor manufacturing and research to strengthen the U.S. economy, national security, and critical infrastructure".
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135 comment(s).Last comment by IDQWE001 2023-05-10 23:35
(April 13): US purchases of machines to make computer chips from Taiwan rose to a record in March, as the Biden administration works to reinvigorate the domestic semiconductor industry.
Taiwan, a global hub for silicon fabrication advances, saw its chipmaking machine exports to the US rise 42.6% in March from a year earlier, reaching a new high of US$71.3 million (RM314.01 million), according to data from its Ministry of Finance. Exports to China, on the other hand, plummeted 33.7%, marking the ninth straight month of decline.
Home to Taiwan Semiconductor Manufacturing Co (TSMC) and several other major players in the chip sector, Taiwan plays a central role in the global supply chain. Concern about over-reliance on the island, which China claims as part of its territory, prompted steps by US officials to bring more advanced chipmaking within American borders. TSMC is setting up two fabrication plants in Arizona, promoted by subsidies and local government support.
US efforts to limit China’s access to key semiconductor gear, know-how and products are starting to bifurcate the chip supply chain. Taiwan’s diminishing exports of chip machines to China are one sign of that, while last month, Japan also announced plans for new restrictions on exports of chipmaking gear, seemingly taking aim at the world’s second largest economy.
Italy Eyes Taiwan Chip Deals Ahead of Decision on China Pact
(Bloomberg) -- Italian officials hinted in private talks with Taiwan that they may be willing to pull out of a controversial pact with China as they sought to secure help with semiconductors, according to people familiar with the issue.6
Giorgia Meloni Chiara Albanese and Alessandro Speciale Thu, April 20, 2023 at 1:12 AM GMT+8·3 min read In this article:
Giorgia Meloni Italian politician (born 1977), prime minister of Italy (Bloomberg) -- Italian officials hinted in private talks with Taiwan that they may be willing to pull out of a controversial pact with China as they sought to secure help with semiconductors, according to people familiar with the issue.
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Officials from Rome’s industry ministry discussed plans to increase cooperation on the production and export of semiconductors during recent meetings in Taipei, said the people who asked not to be named as the talks are not public. The officials told their Taiwanese counterparts that Italy may scrap its participation in China’s Belt and Road Initiative (BRI), a massive global infrastructure program.
whatever USA do in anti free trade regulations, there will be blow backs, consequence. USA do things on political calculations. China do things after careful considerations, experts inputs.
China has started the counter attack on export controls on rare earths and magnets. There will be consequences for USA for the world.
TAIPEI: Taiwanese chipmaker TSMC posted a 2% rise in first-quarter net profit on Thursday beating market expectations but still the smallest quarterly growth in almost four years as global economic woes dented demand for chips.
Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, saw January-March net profit rise to T$206.9 billion ($6.76 billion) from T$202.7 billion a year earlier.
That compared with the T$192.8 billion average of 21 analyst estimates compiled by Refinitiv.
China’s Largest Chipmaker Faces Delays, Imports Drop As U.S. Sanctions Bite
merican sanctions against China aimed at slowing down the growth of the Chinese semiconductor industry are starting to bear fruit as equipment imports by the Asian country dropped heaving in 2022, according to data from China's General Administration of Customs. At the same time, they have also constrained China's largest chipmaker, the Semiconductor Manufacturing International Corporation (SMIC), ability to build a new manufacturing plant in Beijing, creating a potential six-month delay for mass production, according to the firm.China's SMIC Struggles To Expand Production In Light Of U.S. Chip Sanctions China's General Administration of Customs is responsible for taxing and managing the imports and exports within the country. Its data for 2022, released earlier this month, outlined that total semiconductor equipment imports in the country stood at $35 billion, which marked a 15% annual drop. In 2021, Chinese firms and related entities had imported $41.7 billion, with last year's imports dominated by chip manufacturing equipment. Data shows that out of the $35 billion in imports, more than half, or $19 billion, accounting for equipment import. The data comes after U.S. sanctions restricted the sale of certain chipmaking equipment to China, and a ban by the Dutch semiconductor manufacturing machine manufacturer ASML from selling advanced extreme ultraviolet (EUV) machines to the country as well. These restrictions have also contained SMIC from expanding its manufacturing capacity, with another report from JW Insights quoting the firm's management about a new plant in Beijing.
SMIC, which plans to make chips on the 7-nanometer chip manufacturing technology, is building three new plants in Shenzhen, Shanghai and Tianjin. At the same time, it is also installing chip manufacturing equipment in a new Beijing fab, and according to the company, American sanctions have delayed this facility.
According to the details, delays in equipment deliveries have postponed the fab's timelines, and the statements made on the 6th of this month follow up on earlier comments in January in which SMIC's management had outlined that equipment "bottlenecks" would delay the fab's progress by as much as six months.SMIC has faced the worst of both worlds recently, as in addition to the U.S. sanctions, it has also had to deal with a slowdown in the global semiconductor industry. This slowdown is expected to harm the Taiwan Semiconductor Manufacturing Company's (TSMC) revenues as well, and caused firms such as Advanced Micro Devices, Inc and NVIDIA Corporation to report massive revenue drops as consumers continue to digest excess shipments made in the wake of the coronavirus pandemic.
While Chinese chipmaking equipment imports dominated trade for the semiconductor sector, the country also exports to regions such as India and Taiwan. Yet, at the same time, estimates suggest that the local semiconductor industry is also facing a talent shortage alongside a lack of equipment.
Estimates suggest that up to 700,000 skilled workers are required in the chip sector, alongside 40,000 qualified individuals. This shortage has hampered chip design and development efforts, even as officials vow to develop indigenous chip manufacturing at part with global firms such as TSMC, Intel and Samsung.
Recent data released by the Semiconductor Industry Association (SIA) covering global chip sales for January shared that they had dropped by 18.5% - with China being the hardest hit region as sales fell by 32% annually.
precision attack............the whole point of having a multi polar world, multi polarity, rule of law is to stop further american uni polar precision attack. ............
as for China....what don't kill China will make China stronger, so I am optimistic for China.
China is not a country that panics and give up. China is a country that finds solutions ....Chinese chip companies are already making record profits and sales while America chip companies sales and profits already collapsed.
CCP is not China. All high technology products moving out due to global chain restructuring. With the end of most favour nation and developing country status, tariff hike factory order is much reducing cause factories closed down and jobless increasing.
I have never met a Malay don't know Bahasa. I have never met an Indian don't know Indian language. I have never met a American don't know English. But there are many Malaysian Chinese could not master own language. qqq definitely one of them. qqq never respect own culture and mother language but keep on talking about real China. what a shame.
China future and Malaysia future is one and the same. What is good for China will be good for Malaysia...and the opposite is also true. China sneezes, the world catch the cold
Chinese culture is more accommodating, western culture is more confrontational...where Chinese look for harmony the westerner look for fights.
It's good Vs evil all the time and they are always the good guys...that is what they think....but every where people are the same and have the same desires
A fertile ground for content creators to make money creating anti China propaganda...but these are not experts. These are just people making money and producing misleading propaganda
Not everything from America is bad....the anti war groups from America have been very good . Just too bad the anti wars groups and alternative narratives cannot influence government policies in America
Chinese culture is more accommodating, western culture is more confrontational...where Chinese look for harmony the westerner look for fights.
It's good Vs evil all the time and they are always the good guys...that is what they think....but every where people are the same and have the same desires
I have never met a Malay don't know Bahasa. I have never met an Indian don't know Indian language. I have never met a American don't know English. But there are many Malaysian Chinese could not master own language. qqq definitely one of them. qqq never respect own culture and mother language but keep on talking about real China. what a shame.
qqq is only a pet of evil CCP to bad mouth US without knowing his own culture and language. But forgot there are many countries against CCP.
China Jan-Mar industrial profit slump underlines slow economic recovery
BEIJING: China's industrial firms' profits shrank at a slightly slower pace in January-March but the decline remained in the double-digits as the economy struggled to fully recover despite the country's exit from its zero-COVID policy.Profits at these firms fell 21.4% in the first three months from a year earlier, cumulative data released by the statistics bureau showed on Thursday, as the factory sector remained underpowered by the crippling pandemic.
The decline compared with a 22.9% slump in industrial profit in the first two months, data from the National Bureau of Statistics (NBS) showed.
In March alone, industrial profits fell 19.2%, according to a rare data breakdown provided by the NBS.
Industrial earnings fell 4.0% in 2022, and the latest data underline the gloomy conditions facing China's vast factory sector as global demand is hit by slowing world growth.
The Thursday announcement followed a raft of indicators showing an overall patchy recovery at the start of the year.
Retail, services and infrastructure spending have gathered pace, while factory output has lagged amid weak global growth. An unexpected surge in China's exports in March was considered unlikely to sustain due to the weakening global outlook.
The economy expanded by 4.5% year-on-year in the first three months of the year, beating market expectations and marking the strongest growth in a year but its resilience looks likely to be tested by rising unemployment and debt risks.
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The United States has proposed a "Chip 4" alliance with South Korea, Japan and Taiwan to build a semiconductor supply chain, the Seoul Economic Daily reported, citing anonymous South Korean government officials and industry sources. The move is also part of U.S. efforts to curb the growth of China's chip industry. According to Observer Network, on May 11 last year, 64 companies including the United States, Europe, Japan, South Korea, Taiwan, and other places announced the establishment of the Semiconductors in America Coalition (SIAC). These companies cover almost the entire semiconductor industry chain, and the first thing they organize together is to urge the US Congress to pass the $50 billion semiconductor incentive plan proposed by the Biden administration. lthough it seems that SIAC's top priority is to "request money" from the US government, the Hong Kong English-language media "South China Morning Post" still linked the matter to mainland China, with its report hyping that "the establishment of SIAC may make mainland China more It is difficult to escape the U.S.-led global semiconductor supply chain.” A press release issued by SIAC's official website states that the organization is an alliance of semiconductor companies and semiconductor downstream users. Currently, SIAC has 64 members, including technology giants such as Amazon, Apple, AT&T, Cisco, General Electric, Google, Verizon, AMD, Analog Devices, Broadcom, NVIDIA, Qualcomm and other chip design companies, GF, IBM , Intel, Micron and other chip manufacturers, as well as semiconductor upstream IP, electronic design automation (EDA) software and equipment suppliers such as Applied Materials, Kaideng Electronics, Synopsys, etc. It is worth noting that SIAC members also include many semiconductor companies in Japan, South Korea, Europe, China Taiwan and other places. For example, chip manufacturers TSMC, Samsung, SK Hynix, Infineon, equipment manufacturers Nikon, ASML, Tokyo Electronics, chip IP giant ARM, etc. On the day of its establishment, SIAC members jointly sent a letter to U.S. House Speaker Nancy Pelosi, Senate Majority Leader Chuck Schumer, Senate Minority Leader McConnell, and House Minority Leader McCarthy. "We call on congressional leaders to allocate $50 billion for domestic chip manufacturing incentives and research programs," the letter said. SIAC's mission is to advance federal policy that promotes U.S. semiconductor manufacturing and research to strengthen the U.S. economy, national security, and critical infrastructure".