Taiwan’s exports beat estimates as surging sales of semiconductors and other electronic components propelled overseas shipments to its fastest growth in more than a decade.
Taiwan Semiconductor Manufacturing Co expects to be able to catch up with the “minimum requirement” of customer demand for car chips by the end of June, its chairman said.
Just three months after Taiwan’s TSMC shocked investors with a record spending plan, the world’s most important chip maker doubled down with an even bigger budget.
On the surface, Intel’s strategic pivot comes at an ideal moment. But despite its bold vision, the company is set to face challenges to its grand turnaround plan that will prove extremely difficult to overcome.
To understand why the $450-billion semiconductor industry has lurched into crisis, a helpful place to start is a $1 part called a display driver.
TSMC plans to invest $100-billion over the next three years to increase capacity at its chip-making plants, days after Intel announced a $20-billion plan to expand its advanced chip manufacturing capacity.
The errant container ship that blocked the Suez canal this week has cut off a route that handles more than 10% of international trade. It’s a reminder that even an advanced civilisation like ours has points of acute vulnerability.
Intel will greatly expand its advanced chip manufacturing capacity as the new CEO announced plans to spend as much as $20-billion to build two factories and to open up its facilities to outside customers.
He may not be the leader of the free world, but Pat Gelsinger has just put himself at the helm of the Great American Revival amid a technology cold war that the US is paranoid it will lose.
Shares in Taiwan’s TSMC fell nearly 4% on Wednesday after Intel announced a $20-billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s economy minister sought to downplay the impact.