Taiwanese technologies in the news in October of 2024 saw headlines on items including: TSMC’s successes in semiconductor yields at its new Arizona facility; Taiwan’s interest in nuclear energy as a way to manage growing power concerns in manufacturing; TSMC’s halting of chip supplies to a firm believed to be on-selling to China’s Huawei; and more – hit the links to read each Taiwan tech news item in full.
Taiwan market reference
- Taiwan population (2023): 24 million
- Taiwan online population: 21.9M / 91.9%
- Taiwan’s median age: 44.6 years
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AXA Future Risks Report 2024
- Taiwan may soon establish overseas support hubs for chip-making firms to help in acquiring land, electricity, water, and workers, boosting partnerships in the process / full item
- “TSMC halted shipments to the client around mid-October after it realised semiconductors fabricated for that entity had found their way into Huawei products…” / full item
- Taiwan’s TSMC reportedly achieves 4% higher yields at its first US plant in Arizona, at this point surpassing Taiwan facility yields / full item
WEF: Chief Risk Officers Outlook – October 2024
- Taiwan: Singapore’s Keppel Data Centre Fund II inks JV with BlackRock-backed Digital Decarbonization Solutions Platform for 80MW Northern Taiwan data centre / full item
- FinTech Taipei conference takes place November 1-2, featuring presentations, exhibition and fintech startups demos / full item
- TSMC-NVIDIA 30-year collaboration is reportedly under strain, following repeated test failures of new NVIDIA Blackwell semiconductor series / full item
- Taiwan’s TSMC has notified US commerce department over customer orders for chip resembling Huawei Ascend 910B, potentially an attempt to circumvent tech restrictions / full item
- “Taiwan is ‘very open’ to using new nuclear technology to meet surging demand from chipmakers devouring electricity in the AI boom, according to Premier Cho Jung-tai…” / full item
- Taiwan: ‘…ranks first in the world in AI hardware, but 26th in software, behind neighboring Singapore (third) and South Korea (sixth).’ / full item
Peri Labs: The State of Edge Artificial Intelligence
- Taiwan: University researchers announce development of world’s smallest quantum computer, for the first time using a single photon to perform quantum calculations / full item
- Taiwan: Ministry of Digital Affairs maps out 5-year strategic plan to promote use of AI as a tool to boost efficiency of government operations, adding to NT$10BN AI startups plan / full item
- Taiwan: Ministry of Digital Affairs preps for NT$10BN (US$311M) program to cultivate local AI startups, projecting a return of NT$1 trillion in production value / full item
- Taiwan Semiconductor Manufacturing Co and Arizona’s Amkor, a major global semicon packaging firm, partner for first chip packaging facilities in the US / full item
Taiwan’s TSMC suspended shipments reportedly for Sophgo, a China-based chip designer affiliated with Bitmain crypto-mining firm, after chip made for Sophgo appeared on a Huawei AI processor / full item
“According to Reuters, Sophgo had ordered chips from TSMC that matched the one found on Huawei’s Ascend 910B. Up until this month, TSMC is said to have shipped ‘hundreds of thousands of chips’ to the company.”
“Sophgo was founded by Micree Zhan in 2019, who – per a report in The Information – indirectly owns more than 20 percent of Sophgo. Zhan is also the co-founder and chair of Bitmain, the largest Bitcoin ASIC designer and a provider of water-cooled crypto mining systems.” / full item
- Taiwan: I-Ke International Ocean Energy inks MOU to install Eco Wave Power energy generation units on Taiwan’s coastline, boosting the island’s green and renewable energy / full item
- Taiwan’s Foxconn partners NVIDIA to construct the world’s largest factory for NVIDIA’s GB200, a chip focused on artificial intelligence systems / full item
- Subsidiary of Taiwan’s GlobalWafers, MEMC, hit by data breach exposing names, Social Security numbers, government ID numbers, passport numbers and more / full item
- Taiwan: Financial Supervisory Commission takes major crypto step, allowing professional investors to buy into overseas crypto-based Exchange-Traded Funds / full item
- India: Tata Group continues global semiconductor supply chain bid with subsidiary semicon plant in Kerala, in partnership with Taiwan’s PSMC / full item
Lazard: The Geopolitics of Supply Chains
