Tag: Taiwan Semiconductor Manufacturing

The New Star on the Political Scene: The Chip Industry
Technology

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The New Star on the Political Scene: The Chip Industry
World

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The Chip Wars Are Metastasizing
Money

The Chip Wars Are Metastasizing

It’s getting harder—both technically and financially—to make semiconductor chips smaller. The fight for chip tech supremacy has begun to migrate into a new area: how to package chips together to achieve better performance.The rise of artificial intelligence will further boost demand for advanced packaging technologies—and create openings for challengers such as China to compensate for weaknesses in other parts of the supply chain.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Nvidia’s Rivals Prepare Their AI Assault
Money

Nvidia’s Rivals Prepare Their AI Assault

Nvidia was never going to have the artificial intelligence market all to itself. The past year has certainly made it seem that way, though. Nvidia’s sales have more than doubled—and its market value more than tripled—as major tech companies snapped up the company’s chips to capitalize on the explosive interest in generative AI sparked by the launch of the ChatGPT online chatbot a year ago. Intel and Advanced Micro Devices, two of Nvidia’s largest competitors, have seen their data-center sales shrink lately as the tech giants operating those networks have redirected their spending toward Nvidia’s specialized chip platforms. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Nvidia’s Rivals Prepare Their AI Assault
World

Nvidia’s Rivals Prepare Their AI Assault

Nvidia was never going to have the artificial intelligence market all to itself. The past year has certainly made it seem that way, though. Nvidia’s sales have more than doubled—and its market value more than tripled—as major tech companies snapped up the company’s chips to capitalize on the explosive interest in generative AI sparked by the launch of the ChatGPT online chatbot a year ago. Intel and Advanced Micro Devices, two of Nvidia’s largest competitors, have seen their data-center sales shrink lately as the tech giants operating those networks have redirected their spending toward Nvidia’s specialized chip platforms. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
China Tried Using Economic Ties to Bring Taiwan Closer. It Isn’t Working.
World

China Tried Using Economic Ties to Bring Taiwan Closer. It Isn’t Working.

Listen to article(2 minutes)TAIPEI—For years, Beijing hoped to win control of Taiwan by convincing its people their economic futures were inextricably tied to China.Instead, more Taiwanese businesses are pivoting to the U.S. and other markets, reducing the island democracy’s dependence on China and angering Beijing as it sees its economic leverage over Taiwan ebb.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
After a Boom and Bust, the Chip Industry Is Regaining Its Health
Technology

After a Boom and Bust, the Chip Industry Is Regaining Its Health

Updated Nov. 1, 2023 12:02 am ETThe global semiconductor industry is bottoming out, executives say, signaling a rebound in some areas of technology and providing relief for the U.S. government, which is spending billions on expanding chip production.In recent weeks, executives at Intel, Taiwan Semiconductor Manufacturing Co. and Samsung Electronics have expressed confidence that the worst is over for the chip industry, which had been in a prolonged slump.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
TSMC Thinks the Turn in the Chip Cycle Is Nigh
Money

TSMC Thinks the Turn in the Chip Cycle Is Nigh

The world’s largest contract chip manufacturer thinks a turnaround in the semiconductor market is finally near. Demand related to artificial intelligence will also be a long-term boost—one that is already bumping up against supply constraints.The inventory buildup in the semiconductor supply chain has weighed on Taiwan Semiconductor Manufacturing Co. for the past few quarters. On Thursday it reported an 11% year-on-year decline in revenue for the quarter ended in September. Net profit fell 25%. But both came out ahead of analysts’ forecasts on S&P Global Market Intelligence. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
TSMC’s Third-Quarter Net Profit Fell on Weaker Demand for Smartphones, High-Speed Computing
World

TSMC’s Third-Quarter Net Profit Fell on Weaker Demand for Smartphones, High-Speed Computing

Updated Oct. 19, 2023 2:10 am ETTaiwan Semiconductor Manufacturing Co.’s net profit dropped in the third quarter, as revenue from chips used in smartphones and high-speed computing fell and its profit margin deteriorated.The world’s largest contract chip maker said Thursday that net profit slid 25% from a year earlier to 211.0 billion New Taiwan dollars (US$6.51 billion). That beat the estimate of NT$189.70 billion in a poll of analysts by S&P Global Market Intelligence.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8