[China Briefing] China-Taiwan Conflict Over Foundries Widens
Published2021.04.30 10:30Friday, April 30, 2021 [China Briefing]
Northern Kyoto Electronics Electronics, Central and South Korean Business, 「斷子絕孫」遭譏支持台獨
Beijing-based telecommunications expert Xiang Ligang criticized TSMC's Nanjing 28nm foundry expansion as "an act that severs the lineage of mainland China's wafer business."
◇ Concerns are growing that TSMC's Nanjing 28nm foundry expansion will weaken the competitiveness of Chinese foundries.
◇ China, which is not yet a major player in 10nm, cannot compete with TSMC's low 28nm prices.
◇ Taiwanese netizens respond to Xiang Ligang's remarks, "If we build a 5nm foundry, will they steal our technology?"
台積電電選TIME百大企業！ American automobile manufacturermilitary training stand
TSMC Named to TIME's 100 Best Companies...Hires First American Employee
◇ TSMC, Taiwan's dream workplace, hires Americans and places them in Taiwan.
德国智库：欧洲建 2nm 晶圆厂是徒劳的努力
Germany's SNV's attempt to build a 2nm wafer fab in Europe is a futile endeavor.
◇ European companies lack advanced logic design technology to leverage microprocessing.
◇ Currently, more than 50% of wafers produced in Europe are optimized for processes exceeding 180nm.
◇ The US, with its own production capabilities, is unlikely to outsource work to European foundries.
The company is located in the middle of the Chinese market.
The Chinese government established China Satellite Network Group Co., Ltd., headquartered in Xiong'an.
◇ China establishes state-owned company to enhance satellite communications capabilities in preparation for the 6G era.
卢伟冰：游戏手机未普及因太贵，小米之家已覆囖全国 60% 县城
Lu Weibing, gaming phones are still too expensive... Mi Home covers 60% of China
◇ China's gaming phone market size reaches 1.7 million units due to high gaming phone prices.
Xiaomi Vice President Lu Weibing predicts the semiconductor supply shortage will be resolved in the first half of next year.
中華電信5G高速傳輸4DFull view and complete coverage
Chunghwa Telecom to Broadcast National Taiwan University Sports Day Full-Time, 4D Live Using 5G High-Speed Transmission
Taiwan to Introduce 5G and 4D Technology for Broadcasting Domestic Universiade Events
台灣3月手機銷量急凍 台灣大：熱賣機款都缺貨
Taiwan's mobile phone sales plummet in March... Taiwan Mobile: "All hit products are sold out."
Taiwan's March mobile phone sales hit a 10-year low.
◇ Production is low due to a shortage of parts, so popular models are out of stock.
1499买2T NVMe M.2？金士顿NV1固态硬盘真香
Kingston Launches 2TB NVMe M.2 SSD for 1,499 Yuan
Kingston 2TB NVMe M.2 SSD, approximately 260,000 won
◇ Write/read speeds of 2,100MB/1,700MB per second... The lower the speed, the cheaper it is.
特斯拉Complete new MPV vehicle history 造type 汽车史上绝无仅有
Tesla unveils renderings of its new MPV model... an unprecedented breakthrough.
Tesla aims to launch an electric minivan the size of a Toyota Sienna in 2026.
Space
SpaceX wins $3 billion contract for NASA's lunar exploration project... But why does the Musk vs. Bezos debate continue?
◇ Musk's SpaceX beats Bezos' Blue Origin to win $3 billion for NASA's lunar exploration project, the 'Artemis Project'
Bezos' $6 billion offer was rejected... but he continues to pursue his space business.
관련뉴스
Xiaomi's in-house AP development aims to become China's leading smartphone manufacturer.
Xiaomi, which jumped to the third-largest global smartphone vendor in 2020, has announced plans to develop its own smartphone AP. Interest is focusing on which foundry will be responsible for the AP specification and production, and expectations are gathering that it will surpass Huawei and emerge as China's leading smartphone maker. Xiaomi, a Chinese smartphone manufacturing specialist, announced that it will hold a new product launch event on March 29 at 19:30 local time. According to local Chinese media, the company plans to announce a smartphone AP to be used in its own smartphones at this launch event.
2021.03.29by 배종인 기자
The US, China, and Japan are accelerating their efforts to become self-sufficient in semiconductor manufacturing, catching up with South Korea and Taiwan.
In the post-COVID era, semiconductor demand has surged dramatically, increasing the importance of foundries. Amid supply instability in semiconductors caused by the COVID-19 pandemic, US-China trade disputes, natural disasters, and accidents, the United States, China, and Japan are making massive investments to secure semiconductor manufacturing capacity that has been concentrated in South Korea and Taiwan.
2021.04.05by 이수민 기자
Foundry price hikes domino effect spreads across the IT industry.
Foundries such as TSMC are intensifying price increases, which is driving up unit costs for image sensors, power semiconductors, and other components. Consequently, price hikes are expected to spread across all IT products including smartphones and cameras.
2021.04.06by 배종인 기자
NVIDIA and 14 Robots, Humanoid Robot Development Intensifies (China)
The United States leads in robotics development, with companies like Tesla and Boston Dynamics demonstrating the capabilities of advanced humanoid robot prototypes and commercial products to the public, generating considerable interest. In response, multiple Chinese companies are accelerating robotics product development through collaborations with Nvidia. Among the 14 humanoid robotics companies introduced by Nvidia, following the 4 U.S. robotics companies covered previously, this article introduces products from 6 Chinese humanoid robotics companies.
2025.01.20by 권신혁 기자
China, Trump's trade war response 'domestic demand boost'... stock market crisis and opportunity points
As the second Trump administration signals drastic changes in the external trade environment through advanced technology sanctions and tariff policies against China, experts predict that China will strongly push domestic demand stimulus measures in response to the second Trump administration.
2024.12.16by 권신혁 기자
