The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon

In the 21st century, geopolitical tensions between the United States and China have rekindled memories of the Cold War, particularly in space exploration

Many ask if TSMC is a Taiwanese company. If you look at the equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not a Taiwanese company in this sense. And TSMC's customers are 62% American, 17% from China, and local customers in Taiwan account for only about 11%, so TSMC is a company that relies heavily on overseas customers. But among TSMC's 56,000 employees, only 7% are in China, 3% in North America, and the remaining 90% are all in Taiwan, which gives the foundry house full support in terms of water and power supply, talent and others. And 96% of TSMC's revenues are generated from Taiwan's fabs. TSMC's 16nm or more advanced process nodes are all in Taiwan. Without Taiwan's full support, TSMC would never have come this far

The National Security Commission Artificial Intelligence (NSCAI) of the US has made recommendations on the competitive relationship between American and Chinese high-tech industries, noting that China is even ahead of the US in artificial intelligence (AI), and that the only remedy for the US will come from "computing power," which is enabled by semiconductors

Intel CEO Pat Gelsinger has been maneuvering a lot lately. The tech-savvy CEO is determined to redefine technical specifications as a strategic resolution to break the deadlock in competition. The planned ramp-up of two new fabs in Arizona in 2024 is a rarely seen massive investment of US$20 billion for Intel in recent years. This is an indispensable investment plan for Intel, in consideration of its meager share of 6% of the world's 12-inch wafer fab capacity

In addition to the rise of Chinese manufacturers in recent years, there are some EMS firms from countries in ASEAN. The amount of international news coverage on their business practices is relatively limited. To give our readers a general grip on these manufacturers, we will give a snapshot of their recent business initiatives

Since Taiwan launched its New Southbound Policy, Taiwanese enterprises seem to be working all on their own when investing in Southeast Asia and India. But who are their competitors? There seems to be little help available that could inform their new deployment strategies from a Taiwan perspective, so we are now trying to provide that kind of help