- Nov 2022
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www.taipeitimes.com www.taipeitimes.com
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The company said that its Texas fab would start volume production in the first quarter of 2025 at the earliest.
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Such wafers are mostly used to manufacture chips for 5G phones, high-performance computing and medical devices.
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www.sas-globalwafers.com www.sas-globalwafers.com
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“With the global chips shortage and ongoing geopolitical concerns, GlobalWafers is taking this opportunity to address the United States semiconductor supply chain resiliency issue by building an advanced node, state-of-the-art, 300-millimeter silicon wafer factory. Instead of importing wafers from Asia, GlobalWafers USA (GWA) will produce and supply wafers locally thereby reducing significant carbon footprint benefitting both customers and GWA in the current ESG tide worldwide.”
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his new Texas investment could also support as many as 1,500 jobs with production volumes ultimately reaching 1.2 mn wafers per month after multiple stages of equipment installation, in alignment with market demand.
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Taiwan-based global semiconductor silicon wafer company, GlobalWafers, announced today that it plans to build a state-of-the-art 300-millimeter silicon wafer factory in Sherman, Texas, which is the first of its kind in the USA over twenty (20) years.
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www.bbc.com www.bbc.com
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電也比亞洲便宜很多。同時,加上當地人才支援(德州很多優秀的大學)最終在德州設廠拍板
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徐秀蘭向記者強調環球晶圓到美國設廠,絶對是理性計算過後的選擇。她解釋,公司這幾年受許多國家邀請,最後選擇美國有完全的自主性。
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這次美國禁令確實針對AI或超級電腦,目標是限制中國軍事發展,對於手機等消費性產業鏈影響不大,而力積電只做40奈米以上的成熟制程晶片,沒有受到美國影響,甚至未來美國會更依賴台灣的成熟制程代工。
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我們政策一直就是不能歧視,沒有對來自哪裏的客戶特別排斥……不過,我們也是守法的公司,所以如果國際之間有一些特殊約定,那我們當然就必須要遵循。
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晶片大戰,絶對不僅是台灣海峽兩岸的角逐,還與日本韓國等半導體大國相關。而美國的角色在這場晶片大戰中,是重中之重。2019年前任美國總統就開始以國家安全為由,對中國電信巨頭華為等進行制裁,拜登上任後,進一步加碼制裁中國半導體產業,全力限制美國晶片技術進入中國公司。
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新的「全球本土化」(Glocalization)正在半導體生態圈發生。他說,美國為鉗制中國在5G等運算科技的發展,與主要戰略合作伙伴特別是七大工業國(G7),及三星和台積電半導體大廠協作,融入當地的半導體供應鏈及產業生態系統,這些生態系統和供應鏈會被安全地包圍起來,這就是所謂新的「全球本土化」。
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此次談併購德國將這一因素看得如此之重——過去在併購時主要都在回答有關壟斷或綠電一類的問題,但此次併購德國公司,則花費許多氣力在解釋地緣政治風險。
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ec.europa.eu ec.europa.eu
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Is globalisation going back to localisation and centralisation?
The US government announced the Chips and Science Act of 2022 to strengthen the chips supply chain and provide more STEM job opportunities to Americans.
The UK Digital Strategy sets semiconductors and advanced computing as critical supply chains and builds partnerships with the US government.
The European Commission proposed the Chips Act in Feb. 2022 to enhance productivity and technology leadership. Then, the Commission approved the Italian measure to improve the semiconductor supply chain. To achieve the goals of digital and green transition.
Some advanced economies try to deindustrialization, keep the research and development in these developed countries and set manufacturing processes in less economically developed countries before 2022. The economic activity is called the "global division of labour."
But these national and regional strategies or bills seem to make the whole manufacturing process in the local country or the region and try to decouple with some controversial countries.
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The project, which is planned to be completed in 2026, will be the first industrial scale, integrated epitaxy SiC wafers production line in Europe
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contribute to achieving both the digital and green transition.
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strengthen Europe's security of supply, resilience and digital sovereignty in semiconductor technologies,
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The European Commission has approved, under EU State aid rules, a €292.5 million Italian measure made available through the Recovery and Resilience Facility ('RRF') to support STMicroelectronics in the construction of a plant in the semiconductor value chain in Catania, Sicily.
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www.gov.uk www.gov.uk
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We will form alliances with like-minded partners on topics that require supra-national cooperation, such as highly complex R&D projects, semiconductor supply chain resilience and telecoms supply chain diversification.
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In emerging fields such as artificial intelligence (AI), advanced semiconductor design and quantum computing, the UK is a world leader. And our global network of partners and allies provide the foundation to act as a force for digital good on the world stage.
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grow the UK tech sector’s annual gross value added (GVA) by an additional £41.5 billion by 2025, and create a further 678,000 jobs.
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www.eenewseurope.com www.eenewseurope.com
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It claims it has patents that are being infringed within ICs made by Samsung on 14nm and smaller process nodes and by TSMC on 16nm and smaller process nodes.
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www.usitc.gov www.usitc.gov
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the USITC has not yet made any decision on the merits of the case.
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certain semiconductor devices, mobile devices containing the same, and components thereof that infringe patents asserted by the complainant. The complainant requests that the USITC issue a limited exclusion order and cease and desist orders.
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filed by Daedalus Prime LLC of Bronxville, NY on September 13, 2022.
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www.bis.doc.gov www.bis.doc.gov
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Finally, after several days shutdown, I can see the original message from the US government.
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Implementation of Additional Export Controls: Certain Advanced Computing and Semiconductor Manufacturing Items; Supercomputer and Semiconductor End Use; Entity List Modifications” which implements new export controls
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www.fmprc.gov.cn www.fmprc.gov.cn
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Some other reference:
- Germany and China: Bilateral relations - Oct. 27
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Title: The German Chancellor will visit Beijing to push human rights and an open market
The German Chancellor, Olaf Scholz, will visit Beijing on Nov 4. The trip aims to discuss human rights and push an open market. The Chancellor will probably focus on establishing a mutually beneficial business relationship between Germany and China, especially for all European and enterprises. (link)
The German government allowed the Chinese shipping company to set up a terminal in Hamburg. The government is still assessing a Sweden company's acquisition of a small-scale, German-based semiconductor company with €85 million. The Sweden company is owned by one of the Chinese microchip manufacturers. (link)
The U.S. Government published the rule to restrict chips in advanced technology export to Chinese entities in Oct. To prevent the Chinese government uses advanced chips in military applications. Chinese enterprises begin to search for any opportunity to own the chip technology to prosper their technical development, i.e., supercomputer, artificial intelligence, autonomy technology and aerospace technology. Many related companies have stopped providing services or materials to Chinese companies.
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- Oct 2022
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www.federalregister.gov www.federalregister.gov
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Title: The U.S. BIS announced new Export Administration Regulations for national security and foreign policy concerned https://www.federalregister.gov/documents/2022/10/13/2022-21658/implementation-of-additional-export-controls-certain-advanced-computing-and-semiconductor
The US Commerce Department's Bureau of Industry and Security (BIS) is concerned about its national security and foreign policy. The BIS made critical changes to the Export Administration Regulations (EAR).
Based on the published document, advanced integrated circuits (ICs) used in supercomputing, semiconductor manufacturing in ICs, software, and technology in new advanced computing and military defense usage are in the EAR. They need to apply for export permission. The document also listed twenty-eight entities in China which were identified for the national security and foreign policy concerned.
The US BIS knows the new rule will impact to the supply chain, they also set two changes to minimize the short term impact on the supply chains. The new rule gives some companies a one-year waiver to produce their products in China .
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asia.nikkei.com asia.nikkei.com
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TAIPEI -- Taiwan Semiconductor Manufacturing Co. has secured a one-year license to continue ordering American chipmaking equipment for its expansion in China after the U.S. rolled out tough export controls to block Beijing's tech ambitions.C.C. Wei, CEO of the world's biggest contract chipmaker, confirmed on Thursday that it had been given a one-year license covering its Nanjing manufacturing facility in China, confirming an earlier report by Nikkei Asia.
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www.reuters.com www.reuters.com
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The Biden administration had planned to spare foreign companies operating in China such as SK Hynix and Samsung Electronics Co (005930.KS) from the brunt of new restrictions, but the rules published Friday did not exempt such firms.
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The U.S. government assured TSMC that it will be able to ship the equipment to a manufacturing facility in the Chinese city of Nanjing,
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Taiwan Semiconductor Manufacturing Co (2330.TW) secured a one-year license to continue ordering American chipmaking equipment for its expansion in China, Nikkei Asia reported on Thursday.
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new restriction took effect, South Korean memory chipmaker SK Hynix Inc (000660.KS) said it got authorization from the United States to receive goods for its chip production facilities in China without additional licensing imposed by the new rules
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The two South Korean chipmakers obtained a one-year waiver to continue to use semiconductor equipment containing American technology in China -- one of the targets of Washington's curbs.
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www.politico.eu www.politico.eu
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Elmos is one of Germany's smaller semiconductor companies, which mainly produces chips for the automotive industry. Silex plans to take over the plant for €85 million. Elmos will use the investment to give up its own production and instead process chips bought from contract manufacturers.
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German Chancellor Olaf Scholz not only ignored warnings from the EU but also from six of his own federal ministries, including the Greens' Vice Chancellor Robert Habeck.
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The deal is currently being reviewed by the German economy ministry. A final decision on approval is expected within the next few weeks.
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which would see a takeover of the semiconductor production of Dortmund-based Elmos by Sweden's Silex, a wholly owned subsidiary of China's Sai Microelectronics — was set to get the green light against security advice.
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focustaiwan.tw focustaiwan.tw
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The MOF said Taiwan's semiconductor exports totaled US$45.7 billion in the first quarter of this year and grew further to US$47.13 billion in the second quarter before falling to US$46.85 billion in the third quarter due to weakening global demand.
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www.npr.org www.npr.org
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The White House wants to reverse that. "We invented this industry in the United States. I mean, there's a reason it's called Silicon Valley," said Chatterji, who was chief economist at the Commerce Department, and was part of former President Barack Obama's Council of Economic Advisers.
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science.house.gov science.house.gov
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Trustworthy AI: Managing the Risks of Artificial Intelligence
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