Chip Subsidy Vessels-Comparing the EU and the US EU policymakers cannot brute force their ship to its intended course by Arrian Ebrahimi and Mika Erik Moeser How to steer a continent’s industrial policy? The US and EU have embarked on unprecedented journeys to bolster their domestic semiconductor industries. Leaders in Washington and Brussels have identified […]

TSMC targets Germany for a plant in Dresden Taiwanese chipmaker TSMC is continuing talks with Germany about setting up a components factory there. The factory is expected to be built in Dresden if the German subsidy proposals are sufficient for TSMC. TSMC, which dominates more than half of the chip market, has responded to calls […]

ASML discloses theft of technology information by former China-based employee  Dutch chipmaker ASML has revealed that one of its China-based employees recently stole information about its technology, in violation of export control policy rules. ASML, the world leader in using light to etch semiconductors (lithography), said in its annual report that it had been “subject […]

Chinese and non-Chinese supply chains, a policy of diversification of large international companies in Asia to the benefit of Asean countries and a partial and progressive shift of part of the chains from East to West, here are some of the trends that seem to be shaping the transformations of global supply chains in the […]

The Netherlands is reportedly considering tightening export controls on semiconductor manufacturing machinery to China According to Bloomberg, the Dutch authorities are preparing, in consultation with the US, to introduce export controls on exports of semiconductor manufacturing machinery to China by January 2023. On 7 October, the US tightened export control rules to China for multiple […]

IN BRIEF: The supply of semiconductors for the automotive industry is expected to remain insufficient until 2024. No improvement expected in 2023. Shortages of semiconductors for the automotive market are expected to continue despite a recent improvement. Although supply is increasing these days, it is failing to catch up with the even faster increase in […]

There is a decrease in the amount of money invested in China. Sun Yuwang, chairman of the investment fund China Fortune-Tech Capital, said a few days ago that the number of investment projects approved by his company had almost halved from four months ago. In addition, 3,470 companies with the Chinese word for “chip” in […]