Market Insights - Q4 2023 - New Design - Flipbook - Page 5
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General Market Insight
Semiconductor Industry News
Beijing Expresses Discontent Over EU Probe Into Chinese EV Subsidies
" China's commerce ministry has expressed dissatisfaction with the European Union's investigation into Chinese electric vehicle
subsidies, citing a lack of evidence and non-conformity with World Trade Organization rules, as the EU formally launches an
inquiry to potentially impose tariffs on Chinese EV imports benefiting from state subsidies.
Taiwan Considers Stricter Regulations on Key Tech, Investigates Firms Over Huawei Links
" Taiwan is exploring the implementation of stricter rules on crucial technologies like computer chips, while also investigating
four companies accused of conducting business with Huawei-linked firms in China, potentially imposing fines of up to T$25
million ($775,300) if their activities do not align with initial government approvals.
Japan Unveils $13 Billion Investment Plan to Boost Semiconductor and AI Domains
" In a strategic move to enhance its technological prowess, Japan announces a 2 trillion yen ($13 billion) investment initiative
focused on semiconductor production and generative AI technology. The substantial funding includes support for TSMC's new
chip fabrication plant in Kumamoto prefecture and emphasizes Japan's commitment to addressing supply chain disruptions
and geopolitical challenges. As part of a larger $100 billion stimulus package, this initiative aims to not only secure Japan's tech
future but also play a pivotal role in the global semiconductor market.
Chinese Scientists Unveil Game-Changing Memristor Chip for Enhanced AI and Smart Devices
" Chinese researchers have introduced the world's first fully system-integrated memristor chip, a breakthrough that could
significantly enhance artificial intelligence (AI) and smart devices. The chip's unique memory-resistor capabilities enable onchip learning, potentially making AI 75 times more energy-efficient, leading to more human-like AI capabilities. This
advancement offers significant implications for smart devices and autonomous driving. While challenges in scaling up the
technology remain, it represents a major stride towards energy-efficient, high-capability chips for the future.
Vietnam Pursues Chip Industry Investment Amid Cost Concerns
" Vietnam is in talks with several chip companies to boost investment and potentially establish its first chipmaking plant, despite
concerns about high costs raised by U.S. industry officials. The country aims to attract semiconductor investment and held
discussions with U.S. chip firms, including GlobalFoundries and Taiwan's PSMC, focusing on less advanced chips for automotive
or telecom applications. While Vietnam is eager to develop its semiconductor industry, some industry experts caution against
excessive subsidies and suggest focusing on areas where the country already has strengths, like chip assembly, packaging, and
testing.
Dutch Semiconductor Firms Invest in Vietnam Amid China Tensions
" Dutch semiconductor companies and suppliers are exploring manufacturing investments in Vietnam as part of a strategy to
reduce reliance on China due to increasing trade tensions. BE Semiconductor Industries (Besi) has received approval for an
initial $5 million investment to rent a factory in Vietnam, with plans to establish its own factory in the country within the next
four years, signalling a growing shift to create a semiconductor ecosystem in Vietnam.
Japan Advances in Semiconductor Industry with Three Potential Hubs: Kyushu, Tohoku, and Hokkaido
" Japan is making strategic moves to re-establish itself in the semiconductor industry, aiming to recover decades of lost ground.
With three potential semiconductor hubs emerging in Kyushu, Tohoku, and Hokkaido, Japan is harnessing its geographical
advantages and fostering collaborations between the public and private sectors. These regions are attracting semiconductorrelated enterprises and research, positioning Japan to regain its prominence in advanced semiconductor manufacturing.
Japanese Government Commits $13.4 Billion to Revive Semiconductor Industry Despite Past Setbacks
" Japan's government is allocating substantial financial support, with about 2 trillion yen ($13.4 billion) from the
supplementary budget, to boost the semiconductor industry. The funding includes up to 677.3 billion yen for the startup
Rapidus Corp., part of a total government commitment of about 1 trillion yen. Despite past failures in the industry, the
move reflects Japan's determination to enhance semiconductor capabilities and global competitiveness, aligning with
global trends of reducing reliance on China for semiconductor production.
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