#semiconductors

waynerad@diasp.org

"Taiwan's spy catchers have launched probes into around 100 Chinese companies suspected of illegally poaching semiconductor engineers and other tech talent." "Home to industry giant TSMC and accounting for 92% of the world's most advanced semiconductor manufacturing capacity, Taiwan possesses what China needs -- chip expertise in spades."

"It is not illegal per se for Chinese firms to hire Taiwanese engineers. Taiwanese law, however, prohibits Chinese investment in some parts of the semiconductor supply chain including chip design and requires reviews for other areas such as chip packaging, making it very difficult for Chinese chip firms to operate on the island legally."

'Tip of the iceberg': Taiwan's spy catchers hunt Chinese poachers of chip talent

#solidstatelife #semiconductors #taiwan #espionage

carstenraddatz@pluspora.com

Why the #semicon supply chain crisis is harder to fix. Did I post this before?

https://twitter.com/ChengTingFang/status/1468449865256501252

#semiconductors #taiwan #apple

carstenraddatz@pluspora.com

Export control for #semiconductors, Taiwan-style.

https://twitter.com/ChengTingFang/status/1471287603404353538

#taiwan #semicon #politics

carstenraddatz@pluspora.com

Wer noch nicht genug ueber TSMC weiss.. im Deutschlandradio hat Carina Rother in gutem Format alles wichtige zusammengefasst.

Taiwans Chip-Produzent TSMC - Systemrelevant für die Welt.

TL;DR:

„TSMC wird seinen Vorsprung mindestens bis 2027 behalten. Es gibt kaum echte Konkurrenz, nur Samsung und Intel. TSMC hat in der Auftragsfertigung einen Marktanteil von 55 Prozent, dreimal so groß wie die Nummer zwei, Samsung. Samsung und Intel müssen sich sehr anstrengen, um das aufzuholen.“

Plus: der Beitrag kommt fast ganz ohne plakative Schreckenszenarien aus, a la "OMG WTF Unsere notleidende Autoindustrie". Ein entspannt-bewundernder Blick auf Taiwan tut der Welt ganz gut gerade.

#tsmc #semicon #semiconductors #ccwei #morrischang

carstenraddatz@pluspora.com

Next chapter in the US (here: Arizona) progressing towards getting "semiconductor powerhouse" TSMC to build a fab on US soil. Staff has already been trained, and to make sure everyone interested understands its not coming cheap the epiphenomenon is named directly, i.e. "a warning that producing in Arizona is a wee bit more expensive than Taiwan, and customers may see resulting price hikes." What did you think?

https://www.theregister.com/2021/08/25/taiwan_and_arizona_economic_groups/?td=keepreading-top

"Signing of the MOU encourages both sides to move toward a tighter bilateral industrial cooperation, particularly on the heels of Taiwan Semiconductor Manufacturing Company's plan to build a $12 billion fab in Arizona," said Chih-Ching Yang, deputy director general of the Industrial Development Bureau (IDB), who witnessed the signing.
GPEC chief exec Chris Camacho told Reuters his org would co-locate as many TSMC suppliers and other related companies to the area as possible, and 40 companies are already considering investing in Arizona.

So things are moving forward, and many kinds of questions shall be asked. I'd expect water, IP, and mid-term perspectives to come up, for the time after production starts sometime in 2024. We'll see.

#semiconductors #tsmc #arizona