01 A “100% + 15%” bill has amused the global market. Last week, Washington quietly issued a new bill: 1. A 100% tariff on any non-American advanced chips sold in the U.S.; 2. Any American chip company exporting to China must pay a 15% “technology royalty” to the Department of Commerce. Upon hearing the news, … Read more
On June 20, the General Manager of Weinan High-tech Zone Torch Technology Development Co., Ltd., Cheng Kai, was a guest on “Environmental Hotline” to communicate with the audience about related work. The Concept of 3D Printing 3D printing is a manufacturing technology, scientifically known as “additive manufacturing.” Its technical principle is completely different from traditional … Read more
The agreement has been signed. On June 11, at the Jakarta International Military Police and Defense Exhibition, Indonesia purchased 48 KAAN “Khan” fifth-generation fighters from Turkey. The contract amounts to a staggering $10 billion, with a project timeline of 10 years for delivery. This marks the first international export order for the KAAN “Khan” and … Read more
I almost finished reading Chris Miller’s “Chip Wars” in one go; it is excellently written, clear and concise, giving a sense of seamless flow. After closing the book, I reflected on the past and present of the chip industry and gained a different understanding of the current geopolitical landscape and competitive dynamics.“Latecomer Advantage” or “Latecomer … Read more
Recently, the semiconductor industry in Taiwan has been buzzing with activity. Even the street vendors selling braised pork rice are saying, “It seems that TSMC might have to change its name to American Semiconductor!” This statement sounds exaggerated, but upon reflection, it is not without basis. Take a look at TSMC’s recent major moves. They … Read more
The semiconductor IP model possesses unique attributes that can leverage tens of times the chip products and hundreds to thousands of times the industrial ecosystem. Data shows that in the semiconductor industry, the global IP market size is approximately $5 billion annually, yet it supports a design industry worth $270 billion. When developing a CPU … Read more
“Series on Enterprises and Entrepreneurs” ExplanationSuccessful enterprises share common traits. By identifying common elements in the development paths of successful companies, one can clearly see the necessary conditions for success and reflect on personal gaps. Underdeveloped enterprises may have various issues, which can be illuminated through extensive field research. In summary, understanding more case studies … Read more
The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more
In today’s increasingly complex international military landscape, the demand for advanced weaponry is growing day by day. As a “star fighter jet” imported from Russia, the Su-35 was once highly anticipated, but reality has not lived up to expectations. When we examine the actual application of this aircraft, known as the “ultimate guardian,” in China, … Read more
1. TSMC’s “Americanization”: From Technology Transfer to Mass Migration Recently, TSMC announced an additional investment of $100 billion in the United States, combined with a previous plan of $65 billion, bringing the total to $165 billion, setting a record for the largest foreign investment in U.S. history. This substantial amount will be used to build … Read more