Taiwan’s technology protection rules prohibits Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) from producing 2-nanometer chips abroad, so the company must keep its most cutting-edge technology at home, Minister of Economic Affairs J.W. Kuo (郭智輝) said yesterday.

President-elect Donald Trump attacked the CHIPS Act, which provides incentives for chipmakers to set up manufacturing in the U.S., during his 2024 campaign.
However, analysts say Trump probably won’t try to roll back the bill beyond making some modifications to its implementation.

WASHINGTON, Nov 6 (Reuters) - Taiwan Semiconductor Manufacturing Co, (2330.TW), opens new tab GlobalFoundries (GFS.O), opens new tab and at least one other chipmaker are poised to receive their final Chips and Science Act awards from the Biden administration, two people briefed on the matter said.

Global chip sales hit highest-ever monthly total in September

EINDHOVEN, The Netherlands, Nov. 04, 2024 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the third quarter, which ended September 29, 2024. “NXP delivered quarterly revenue of $3.25 billion, in-line with our overall guidance. While we experienced some strength against our expectations in the Communication Infrastructure, Mobile and Automotive end markets, we were confronted with increasing macro related weakness in the Industrial & IoT market. Our guidance for the fourth quarter reflects broader macro weakness especially in Europe and the Americas. We focus on managing what is in our control enabling NXP to drive resilient profitability and earnings in an uncertain demand environment,” said Kurt Sievers, NXP President and Chief Executive Officer.

Washington, D.C. – Today, as part of a settlement agreement, the Department of Commerce’s Bureau of Industry and Security (BIS) imposed a civil penalty of $500,000 against GlobalFoundries U.S. Inc., a semiconductor wafer manufacturing company headquartered in Malta, New York, and its subsidiary, GlobalFoundries U.S. 2 LLC (collectively, “GlobalFoundries”).

Quarterly revenue of KRW 79.1 trillion, operating profit at KRW 9.18 trillion
Company to focus on technological leadership in components and premium products with AI features

The back-end semiconductor equipment market is poised for growth heading into 2025 as significant AI investment offsets slow recovery in traditional sectors.

Intel announced today an expansion of its packaging and testing facility in Chengdu, China. In addition to packaging and testing for client products, the facility will now offer services for server chips and will establish a Customer Solutions Center aimed at boosting local supply chain efficiency, enhancing support for Chinese clients, and improving response times. Planning and construction for these enhancements are already underway.

Global semiconductor revenue is projected to grow 14% in 2025 to total $717 billion, according to the latest forecast from Gartner, Inc. In 2024, the market is forecast to grow 19% and reach $630 billion.