Amkor is not the only major player expanding its operations in Vietnam. South Korea's Hana Micron has also announced a significant investment of $1 billion in a chip packaging and memory factory in the neighboring Bac Giang province.
The recent granting of indefinite waivers to South Korean firms, Samsung and SK Hynix, for advanced chip-making equipment in mainland China has set the stage for TSMC's potential strategic shift.
Russia's plan is complicated by the fact that the US has imposed sanctions on Russia in response to its invasion of Ukraine. These sanctions include a ban on the export of high-performance computing (HPC) technology to Russia.
Possible government restrictions on the open-source chip architecture RISC-V could slow the development of new and better chips, holding back the global technology industry.
Finance ministerWang said he hoped they would "more accurately understand China" after the trip, which he said comes as the world is in a "turbulent period of change".
The estimated total cost of setting up a Micron unit in India is $2.75 billion. The central government is subsidizing 50% of this cost, with the Gujarat state government providing an additional 20%.
Surprisingly, Micron's direct investment accounts for only 30% of the total capital, meaning Micron will have complete ownership of a plant valued at $2.75 billion despite investing only $0.825 billion.
Over the past five years, TSMC has significantly increased its investments in US bonds that are causing market concerns due to their potential price collapse and default risks. The company's portfolio has grown from around 120 B in 2018 to over 270 B TWD. How does TSMC account for the market value of these short- and long-term corporate bonds and government bonds each quarter?
As reported by the Wall Street Journal, SMIC's listing in the "entity list" by the U.S. Department of Commerce has not translated into an outright ban on American corporations engaging with SMIC. Remarkably, SMIC's revenue generated from U.S. clientele has exhibited a consistent upward trajectory, reaching a pinnacle in 2022.
Last week, Pat Gelsinger displayed an unusual level of humility when discussing Intel's IFS venture, remarking "I would give us a passing grade, two and a half years into the [IFS] journey."
The semiconductor industry is seeing a revenue increase for the first time since 2021, and Nvidia is leading the recovery.
