In an unprecedented move, the U.S. government has decided to grant a massive US$19.5 billion subsidy to its domestic semiconductor company, Intel. This amount is nearly double the combined expected subsidies for Samsung Electronics, which is anticipated to receive $6 billion, and Taiwan’s TSMC, expe
The U.S. Department of Defense is reported to have withdrawn a plan to support Intel with semiconductor subsidies of US$2.5 billion.According to Bloomberg on March 13, the Department of Defense held an informal meeting and decided to cancel the plan to support Intel with US$2.5 billion in subsidies.
Taiwan’s TSMC, the worldwide leader in the semiconductor foundry industry, has surpassed 60 percent of the market share, widening its gap between with second-ranked Samsung Electronics. In the fourth quarter (October-December) of 2023, the foundry market grew about 8 percent from the previous quarte
Samsung Electronics, SK hynix, and other major semiconductor firms have called for government attention and support in relation to the U.S. government’s impending subsidy payments.During a “Public-Private Semiconductor Strategy Meeting” held on the morning of Feb. 26 at the Korea Chamber of Commerce
The U.S. government has announced a plan to provide over 2 trillion won (US$1.5 billion) in subsidies to the U.S.-based semiconductor company GlobalFoundries. This marks the first large-scale support initiative since the enactment of the CHIPS and Science Act (CSA) in 2022 aimed at building the semi
Last year, Taiwan Semiconductor Manufacturing Company (TSMC) achieved the top spot in semiconductor sales worldwide for the first time. On Feb. 6, Taiwan News reported that TSMC, established in 1987, has become the leading semiconductor sales company for the first time.According to TriOrient Investm
The U.S. government is expected to pay the first-quarter subsidies under the CHIPS Act, or Semiconductor Support Act, signaling significant benefits for Intel, Samsung Electronics, and Taiwan’s TSMC, all of which have invested in local operations. According to foreign media reports on Jan. 29, the J
Following the election of an anti-China candidate in the Taiwanese presidential election, the geopolitical risks associated with Taiwan, a central player in the global semiconductor supply chain, have elevated the roles of Southeast Asian countries like Malaysia, Singapore, and Vietnam as new global
The gap in market share between Taiwan’s TSMC, the industry foundry leader, and Samsung Electronics, which ranks second, has widened again in the third quarter of this year.According to market research firm TrendForce on Dec. 6, Samsung Electronics’ foundry sales for the third quarter (July to Septe
As the German government enters subsidy negotiations with Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest foundry, American foundry company GlobalFoundries has openly criticized these subsidies, stirring controversy both within and without Germany.On July 24 (local time), Thom
The sales volume of the top 10 foundries (semiconductor subcontract manufacturing) globally shrunk by 18.6% from the previous quarter. While the market share of Taiwan’s TSMC, the top player, exceeded 60%, Samsung Electronics’ share dropped to the 12% range.On June 12, market research firm TrendForc
Intel is pursuing innovation through "coopetition," a term coined by former Google CEO Eric Schmidt to describe a company's collaboration with its competitors.The company invited Samsung Electronics and TSMC, its rivals in the foundry business, to the Intel Innovation event held at the McEnery C
Samsung Electronics saw its share of the global foundry market increase in the second quarter of this year, while Taiwan's TSMC, the world’s No. 1 foundry company, suffered a setback.TrendForce released second-quarter market share rankings of the top 10 global foundry giants on Sept. 27. TSMC re
Qualcomm signed a US$4.2 billion contract with GlobalFoundries on Aug. 8 to increase its chip purchase. The size of their contracts increased to US$7.4 billion and the additional contract is for GlobalFoundries to produce in New York chips designed by Qualcomm for 5G transceiver, Wi-Fi, automotive a
Germany’s Volkswagen and Japan’s Toyota are speeding up their internalization of automotive semiconductors in cooperation with Taiwan’s TSMC. Hyundai Motor Group is also busy strengthening its semiconductor supply chains and internalizing chips. Berthold Hellenthal, strategic semiconductor manager o
Global foundry companies are raising the prices of their products and services, with chip undersupply ongoing and raw material prices rising.For example, TSMC announced early this month that a markup of 5 percent to 8 percent will be applied in early 2023 to processors, microcontrollers, power manag
Scientists from the Korea Institute of Machinery & Materials (KIMM) and the Nanyang Technological University of Singapore (NTU Singapore) have developed a technique to create a highly uniform and scalable semiconductor wafer, paving the way to higher cup yield, more cost-efficient semiconductors and
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and hyon@shinhan.com, respectively. – Ed. 4Q21 OP reported at KRW138.2bn (+16.1% QoQ)DB HiTek delivered another record-high in quarterly earnings. Operating profit far exceeded the consensus estimate of KR
The United States has made clear its intention to reorganize the semiconductor manufacturing ecosystem around the United States. U.S. President Joe Biden and Intel CEO Pet Gelsinger announced on Jan. 21 (U.S. local time) that Intel will invest US$20 billion to build two semiconductor production plan
Market research firm IHS Markit said on Dec. 19 that the global automotive chip market is expected to grow from US$45 billion in 2021 to US$74 billion in 2026. Under the circumstances, more and more automakers are developing automotive chips on their own.GM is working with Qualcomm, NXP and TSMC and