Good Job...Lao Hero Trump is smart enough to throw spanner into Chip Act...now blame TW to steal US Chip Industry

[k1976]

Trump 'has a lot on his plate', misunderstands Taiwan's chip role, minister says​

Republican presidential nominee and former US President Donald Trump participates in a fireside chat during the Moms for Liberty National "Joyful Warriors" Summit, in Washington, on Aug 30, 2024. (Photo: REUTERS/Evelyn Hockstein) …see more
02 Sep 2024 05:23PM (Updated: 02 Sep 2024 05:29PM)
BookmarkShare

TAIPEI: Former US President Donald Trump "has a lot on his plate" and misunderstands Taiwan's role in the semiconductor industry, possibly because others have misinformed him, the island's Economy Minister Kuo Jyh-huei said on Monday (Sep 2).
Trump, the Republic nominee in November's presidential election, unnerved democratically governed Taiwan, which is claimed by China, by saying in July, "Taiwan should pay us for defence", and that it had taken American semiconductor business.

 

[k1976]

His remarks pummelled shares of Taiwan's TSMC, the world's largest contract chipmaker and a major supplier to companies such as Apple and Nvidia.

Speaking to reporters in Taipei ahead of this week's Semicon Taiwan exhibition, set to be attended by top executives from TSMC, Samsung and SK Hynix, Kuo rejected Trump's remarks.

"Taiwan did not steal the US chip industry," said Kuo, previously a senior executive of a TSMC supplier, Topco Scientific.
Taiwan helps complement the US chip industry in manufacturing, and makes chips as commissioned by US industry, he added.

"This is a misunderstanding on Trump's part. The president has a lot on his plate; maybe a friend or a competitor in Taiwan told him that," Kuo said.

TSMC is spending billions building new factories overseas, including US$65 billion on three plants in the US state of Arizona, though it says most manufacturing will stay in Taiwan.

 

[k1976]

​

TSMC's Arizona factories are a crucial part of the Biden administration's efforts to boost the chips supply chain and ensure the United States is less reliant on chips made overseas.

In 2022, the US Congress approved the Chips and Science Act to boost domestic semiconductor output with a programme of US$52.7 billion in research and manufacturing subsidies.

Taiwan received strong backing from Trump's 2017-2021 administration, including arms sales, which have continued under the government of President Joe Biden.

Trump spoke to then-Taiwan President Tsai Ing-wen in 2016 shortly after he won the election, prompting anger in Beijing, as the United States does not officially recognise Taiwan's government, and glee in Taipei.
Taiwan's government rejects China's sovereignty claims.

 

[k1976]

South Korea Wants US ‘Carrots’ for Embracing China Chip Curbs​

• Incentives make it easier to embrace US policy, minister says
• Tighter US curbs will likely hurt Korea-China trip trade

By Sam Kim
September 2, 2024 at 1:22 PM GMT+8
Save

Supply Lines is a daily newsletter that tracks global trade. Sign up here.

South Korea seeks more flexibility and incentives from the US to encourage Seoul’s compliance with additional curbs on advanced semiconductor exports to China that Washington is considering, according to its trade minister.

 

[k1976]

Subscribe
Technology

China Warns Japan of Retaliation for Possible New Chip Curbs​

• One concern is Toyota could lose access to critical minerals
• Biden is pressuring Japan to align with possible new US rules

By Jenny Leonard, Mackenzie Hawkins, and Takashi Mochizuki
September 2, 2024 at 12:10 PM GMT+8
Updated on
September 2, 2024 at 2:35 PM GMT+8

China has threatened severe economic retaliation against Japan if Tokyo further restricts sales and servicing of chipmaking equipment to Chinese firms, complicating US-led efforts to cut the world’s second-largest economy off from advanced technology.
https://www.bloomberg.com/tips/

 

[k1976]

Mike Demler, a semiconductor analyst. Such a step might take the form of having foreign companies divest majority ownership of domestic fabs, he says. “That’s not going to happen.”

Atkinson says that while the CHIPS Act is a start, the United States is likely to need additional funding, support, or incentives if the goal is to see competitive leading-edge semiconductor fabs owned by U.S. corporations. “We’ve hit a double in the first inning, and that’s pretty good,” he says. “But the problem is everybody in Washington thinks we’re done.”

His think tank, ITIF, recently released a report on Chinese semiconductor innovation that makes several recommendations for American lawmakers, including an extension on the 25 percent tax credit for investments in semiconductor production through at least 2030. (They currently expire on 1 January 2027.)

 

[k1976]

Intel’s Troubles Complicate U.S. Chip Independence

Will more funding be needed to keep Intel competitive?​

Matthew S. Smith
26 Aug 2024

iStock

On 1 August 2024, Intel announced financial results for the second quarter of 2024. They weren’t pretty; the company’s stock dropped more than 25 percent as it announced an aggressive plan to cut costs, including layoffs that will impact 15 percent of its entire workforce.
As the drastic hit to Intel’s stock makes plain, the cost reduction plan caught many off-guard. The company has suffered no shortage of bad news in recent years, but expected investments and incentives from the CHIPS and Science Act, which aims to boost the country’s domestic chip manufacturing, provided an edge of hope to cling to. Intel’s continued struggle begs the question: will the U.S. government need to do more?
“I don’t think we can lose Intel. That would be a bridge too far,” says Rob Atkinson, president at the Information Technology and Innovation Foundation, a technology think tank. “So, then the question becomes, what if Intel says ‘we need a cash infusion?’ I think the U.S. government would have to take that seriously.”

 

[cockie]

Trump 'has a lot on his plate', misunderstands Taiwan's chip role, minister says​

Republican presidential nominee and former US President Donald Trump participates in a fireside chat during the Moms for Liberty National "Joyful Warriors" Summit, in Washington, on Aug 30, 2024. (Photo: REUTERS/Evelyn Hockstein) …see more
02 Sep 2024 05:23PM (Updated: 02 Sep 2024 05:29PM)
BookmarkShare

TAIPEI: Former US President Donald Trump "has a lot on his plate" and misunderstands Taiwan's role in the semiconductor industry, possibly because others have misinformed him, the island's Economy Minister Kuo Jyh-huei said on Monday (Sep 2).
Trump, the Republic nominee in November's presidential election, unnerved democratically governed Taiwan, which is claimed by China, by saying in July, "Taiwan should pay us for defence", and that it had taken American semiconductor business.

Seriously what the fuck is USA doing? Given 2 old cocks (70 plus and 80 Plus) to run for president. Are the whole of USA got not younger people’s with the capability?

 

[k1976]

Seriously what the fuck is USA doing? Given 2 old cocks (70 plus and 80 Plus) to run for president. Are the whole of USA got not younger people’s with the capability?

They are too outdated for the upcoming global power game

Our best choice forward ish...Our Hero Musk 人见人爱

 

[k1976]

This ish the FuTURE

 

[JohnTan]

Trump 'has a lot on his plate', misunderstands Taiwan's chip role, minister says​

Republican presidential nominee and former US President Donald Trump participates in a fireside chat during the Moms for Liberty National "Joyful Warriors" Summit, in Washington, on Aug 30, 2024. (Photo: REUTERS/Evelyn Hockstein) …see more
02 Sep 2024 05:23PM (Updated: 02 Sep 2024 05:29PM)
BookmarkShare

TAIPEI: Former US President Donald Trump "has a lot on his plate" and misunderstands Taiwan's role in the semiconductor industry, possibly because others have misinformed him, the island's Economy Minister Kuo Jyh-huei said on Monday (Sep 2).
Trump, the Republic nominee in November's presidential election, unnerved democratically governed Taiwan, which is claimed by China, by saying in July, "Taiwan should pay us for defence", and that it had taken American semiconductor business.

Buy more Nvidia! You're welcome!

 

[k1976]

Buy more Nvidia! You're welcome!

Maybe can scoop some intel at $20...as a hedge

 

[JohnTan]

View attachment 205495
Maybe can scoop some intel at $20...as a hedge

I bought some AMD and SMIC as hedge. SMIC is a long shot due to the geopolitics tension, but I think they have made significant breakthroughs in chip manufacturing of 3nm chips.

 

[k1976]

I bought some AMD and SMIC as hedge. SMIC is a long shot due to the geopolitics tension, but I think they have made significant breakthroughs in chip manufacturing of 3nm chips.

Their 3nm is a Double Patterning 7nm with alot limitation, perhaps. DOable for simple applications.

 

[Rogue Trader]

Cheaper to stir SCS shit from pinoyland than bobaland

 

[k1976]

Cheaper to stir SCS shit from pinoyland than bobaland