Nvidia and AMD are currently forcing AIB partners to ship next-generation GPUs to warehouses in China ahead of schedule to avoid impending tariffs of up to 40% from the Trump administration.
To cope with the risks of Trump 2.0, the “Vietnam + 1” strategy has become a new focus for technology suppliers.
With a total investment of over US$470.5 billion, South Korea has launched the construction of the “world’s largest semiconductor park”, with the goal of achieving smooth initial production of the first wafer factory before 2030 and promptly improving infrastructure such as roads, water and electricity.
TSMC continues to expand its investment in Kaohsiung and plans to launch an expansion plan on the land east of the P3 plant to continue advanced processes and give play to the synergy effect of capacity aggregation. The expanded P4 and P5 plants are expected to start construction in 2025.
American PCs are rapidly withdrawing from mainland China, as the technological competition between China and the United States intensifies.
Global Brands Manufacture Ltd. announced plans to acquire 100% of the shares of Japanese PCB manufacturing company Lincstech for US$256.43 million.
Samsung SDI will reduce spending on Hyundai’s dedicated battery production line.
TSMC Kumamoto plant in Japan has entered mass production, producing 12~28nm process logic semiconductors, which will be supplied to customers such as Sony Group and Denso.
The US Open AI Research Center (OpenAI) has launched its latest artificial intelligence reasoning model o3 and its lightweight version o3-mini. The company claims that o3 has more advanced and human-like reasoning capabilities, surpassing its “predecessor” o1 in terms of writing code, mathematical competitions, and mastering human doctoral-level scientific knowledge.
According to the latest research report from Morgan Stanley, TSMC 2nm monthly production capacity will increase from 10,000 pieces of trial production in 2024 to about 50,000 pieces of mass production in 2025. Since it takes time to increase production capacity and yield, the A19 series processors of Apple iPhone 17 series in 2025 may not use the 2nm process, but will be upgraded to the N3P process of the 3nm family.
