Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
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Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#2New backend house company opening, TSMC fab 18 and upgrades at few minor fabbers.
If you take fab 18 and ardentec away, you will see that Taiwan did not reverse the trend, and semi spend keeps going down industry wide for 4th year straight.
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#3New backend house company opening, TSMC fab 18 and upgrades at few minor fabbers. If you take fab 18 and ardentec away, you will see that Taiwan did not reverse the trend, and semi spend keeps going down industry wide for 4th year straight.
Not to mention that semiconductor manufacturing (among other advanced mfg verticals) is such an integral part of Taiwan’s economic strategy at this point that it would be shocking if they weren’t making heavy investments, global trends be damned.
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#4TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#5TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
I'm just curious why you think a Taiwanese company should stop selling to a Chinese company based on statement/policy of a foreign country?
It is obviously in their best financial interest to sell to Huawei. Why should they stop?
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#6TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
I'm just curious why you think a Taiwanese company should stop selling to a Chinese company based on statement/policy of a foreign country? It is obviously in their best financial interest to sell to Huawei. Why should they stop?
I could understand them wanting TSMC to stop buying from Huawei, but why this?
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#7TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
Taiwan's chip industry is an obvious winner in USA's trade war against China.
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#8TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
I'm just curious why you think a Taiwanese company should stop selling to a Chinese company based on statement/policy of a foreign country? It is obviously in their best financial interest to sell to Huawei. Why should they stop?
Because all this "national security" is really about trade not national security. Trump declared national security on steel, cars and pretty much any important industry that US didn't lead.
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#9TSMC is selling chips to Huawei under war pressure of the Chinese government. TSMC should stop the supply.
Mainland China is by far Taiwan's biggest trading partner. If you were TSMC or the Taiwan government - why would you risk that relationship?
Re: Taiwan bucks world trend to be No. 1 in semiconductor equipment spending
#10So, from China to China. Hardly an interesting change.