What to Know about the Industry Today: Why is TSMC Setting up Plants in the US despite Higher Cost?

 

BY WHITNEY HUNG - 2021-05-05 - IN BUSINESS, DAILY NEWS UPDATES

 

Regarding the source of revenue by headquarters of TSMC’s clients, those located in North America takes up over 60% in 2018 and 2019, followed by China taking up roughly 20%, Japan takes up 5%, the rest of Asia pacific taking up 9%, Europe, middle east and Africa taking up 6% in total, making North America the main source of revenue, which also owes to most IC designs headquarters being located in North America.

 

Industry sources indicated semiconductor shipments via air are also included in ESG evaluations. As clients set goals in pursuing carbon neutrality, localized manufacturing demands are also on the increase.

 

Roughly 90% of the world’s most advanced technology nodes – under 10nm – are being produced in Taiwan, the US is actively attracting TSMC, Samsung, and Intel to set plants outside of Asia. The US government is willing to provide subsidies up to US$30 billion.

 

The area of Arizona doubles the sum of all TSMC chipmaking factories at the Southern Taiwan Science Park in Tainan, Taiwan. Industry sources have pointed out that if fab expansion continues beyond 2024 to reach six plants in total, it could realize a so-called “mega-site” plan.

 

https://buzzorange.com/techorange/en/2021/05/05/tsmc-arizona-plant/

Taiwan’s Electric Vehicle Supply Chain Goes into High Gear

 

BY LEVI LI - 2021-04-28 - IN BUSINESS

Electric vehicles (EV) keep gaining momentum in part due to the bans on the purchases of gasoline vehicles in many European countries by 2030 and the U.S. by 2035, according to YouGov.

Components of electric vehicles have recently been in high demand in light of not only the pandemic but also this policy.

What are Taiwan’s advantages in a nutshell?

Azizi Tucker, a senior supply development engineer who came to Taiwan in 2007 to work for an EV start-up called Tesla Motors, claimed that what the team found in Taiwan were highly adaptable small and medium-sized businesses that were able to make the parts to Tesla’s specifications.

Taiwan-based companies, with support from a local ecosystem for integrating power and electric systems, have significant advantages around the globe in the EV supply chain, according to AU Optronics Chairman Paul Peng.

Companies such as Chang Chun Group, a petrochemical conglomerate that produces copper foils for lithium-ion batteries, and Hota Industrial Manufacturing Co., the sole supplier of reduction gears to Tesla, are struggling to keep up with the burgeoning demand.

https://buzzorange.com/techorange/en/2021/04/28/electric-vehicle-supply-chain/