Assembly Ventures’ Post

"One key technology partnership with significant implications that deserves more attention is between IBM and Rapidus, a tie-up that is focused on the high-stakes area of critical and emerging technologies — semiconductors. The looming chip war that has exposed the enormous global vulnerability with China’s progress in the sector and Taiwan’s precarious geopolitical position in a critical supply chain has focused the U.S.-Japan relationship toward the future. Rapidus, a Japanese government-backed semiconductor manufacturer, is developing 'bleeding-edge' semiconductor manufacturing and adjacent technologies and is diversifying into this space through its partnership with IBM. The two companies formed an agreement in late 2022 to jointly develop 2 nm-node technology. This partnership, led by two of the world’s greatest allies and democracies, has the potential to reign as a global leader in this space and represents the very best of what the next set of solutions for humanity might look like." #Japan #semiconductormanufacturing #semiconductorindustry

Business The global chip war escalates! 🚀 The Biden administration has announced new restrictions on exporting advanced chips to China. These measures, aimed at closing loopholes, impact major players like Nvidia and Intel. The focus is on preventing China's military from accessing advanced semiconductors. The tech industry dynamics are evolving, and these decisions have far-reaching implications on the global supply chain. 🌐💡 Stay informed as the world of business and geopolitics shapes our daily lives. 📊 Stay tuned for more updates! #GlobalNews #TechWars #BusinessAndBeyond #GeopoliticalShifts #InnovationRace 🌏🔧

Fascinating to watch TSMC right now ... Extract War breaking out between Israel and Hamas is just the latest worry for multinational companies. Russia’s invasion of Ukraine and escalating tensions between the U.S. and China are fragmenting global trade. Disruptions in chip supplies from the pandemic remain fresh. A global race is now on by companies and governments to secure supplies of chips that are critical to both their industrial strength and their militaries. No company is caught in the crosscurrents more than TSMC. Producing the vast majority of advanced semiconductors in Taiwan, TSMC is the lifeblood for tech’s new applications like artificial intelligence and advanced military weaponry. Taiwan, of course, is a geopolitical flashpoint between the U.S. and China, which claims the island as its territory, while the U.S. has indicated that it would defend the island in the event of an invasion or attack. Subscribe on LinkedIn https://lnkd.in/ejh68RTm https://lnkd.in/eSDR_Psu

Regarding Taiwan's semiconductor industry and its global significance, I stated on the Asharq News الشرق program that during the Donald J. Trump administration, the U.S. pressured 台灣積體電路製造股份有限公司 to set up a factory in America under the pretext of creating jobs for American workers. Now, under the Joe Biden administration, they are again pressuring #TSMC to establish a factory in the U.S., citing the Taiwan Strait crisis and the need to mitigate global semiconductor risks. From Taiwan's perspective, we hope that TSMC can manufacture as much as possible within #Taiwan, as this strategic position forces the West to protect Taiwan. The current U.S. pressure on TSMC to set up a factory in America not only contradicts the spirit of capitalism but also heightens the risks in the Taiwan Strait.

Chinese entities, including military bodies, state-run AI research institutes, and universities, have purchased banned Nvidia semiconductors from largely unknown Chinese suppliers, contradicting the US-imposed restrictions. An underground market for these banned chips has emerged in China, with vendors claiming to acquire excess stock from major US firms. The chips are imported through locally incorporated companies in countries like India, Taiwan, and Singapore. This development is significant as it reveals China's access to banned Nvidia semiconductors. https://lnkd.in/eXscPRen

More Than Mercenary: Why Taiwan’s Semiconductor Dominance Helps the US In a recent article for The Diplomat, I explore how Taiwan’s semiconductor industry extends beyond mere commercial interests, significantly bolstering U.S. national security and economic stability. Taiwan’s cutting-edge technology and production capabilities are crucial for the global supply chain, particularly for advanced technologies. This strategic partnership ensures that the U.S. maintains a technological edge, essential for both defense and economic competitiveness. The piece highlights the geopolitical implications of this relationship and underscores the importance of supporting Taiwan in the face of growing regional tensions.

"The first priority is Taiwan, the second priority is Taiwan, and the third priority is Taiwan," declared C.C. Wei, CEO of TSMC. This underscores the island's pivotal role in the global semiconductor industry, crucial for everything from smartphones to AI. Taiwan produces over 90% of the world’s most advanced semiconductors, with TSMC at the forefront. However, its strategic importance also makes it a focal point of geopolitical tension. Recent Chinese military exercises and economic measures like sanctions and tariffs threaten the stability of this global supply chain. In response, countries like the USA, Japan, and Germany are investing heavily in their own semiconductor production. The USA's CHIPS and Science Act has led to significant investments from firms like Intel and Samsung. Yet, replicating Taiwan's efficiency and scale is proving costly and challenging. Despite these pressures, Taiwan remains committed to its semiconductor industry. The island's engineers are known for their dedication, a key factor in maintaining production efficiency. Taiwan is also enhancing its AI capabilities and pushing for greater involvement in chip design, aiming to increase its market share significantly. Taiwan's strategic balance between innovation and geopolitical risk will shape the future of global technology. The stakes are high, and the outcomes will impact the world economy profoundly. #Semiconductors #Taiwan #TSMC #Geopolitics #Innovation #GlobalEconomy https://lnkd.in/djkpdBau

There are growing concerns about a potential Chinese invasion of Taiwan, a crucial player in the global semiconductor industry. The island nation houses TSMC, the world's biggest manufacturer of advanced computer chips. To prevent China from gaining access to this vital technology, chipmaking equipment supplier ASML, based in the Netherlands, has a "kill switch" for its advanced machines used by TSMC. These EUV machines are essential for producing the most sophisticated chips and cannot function without regular maintenance and updates from ASML. In the event of an invasion, ASML could remotely disable these machines, rendering them useless to China. This situation highlights the geopolitical tensions surrounding chip technology. The US, worried about China's military ambitions, has pressured the Netherlands to restrict chip sales to China. The Dutch government has also run simulations to assess the risks of a Chinese invasion on Taiwan's chip production capabilities. #tsmc #asml #taiwan #china #chips #chipwars #chipmanufacturing #semiconductor #semiconductors #semiconductorindustry #semiconoductormanufacturing #innovation #technology #technologynews

American Chip Blockade, Unexpectedly Helping The Rise Of Chinese Semiconductor, But South Korea😎 ㊙ The United States' blockade of Chinese chips unexpectedly promoted the rise of China's semiconductor industry, while South Korea was accidentally injured in this game. ㊙ Under the US high -voltage policy, the Chinese chip industry should be in trouble.However, the facts are opposite.The rebirth of the Huawei Kirin chip not only made the US Minister of Commerce Raymond displeased, but also announced to the world the tenacious vitality of the semiconductor industry in China. ㊙ Kirin chip was once in a trough because of US sanctions, but now he has returned with a more dazzling attitude.The Kirin 9500S chip equipped with the Mate60 series has injected new vitality into Huawei mobile phones with its strong performance. ㊙ Immediately afterwards,The Kirin 9010 chip of the PURA70 series has pushed the performance of Huawei's mobile phone to a new height.These achievements not only highlight the strength of the Chinese chip industry, but also make the international market look forward to the future of Chinese chips...... 🎙Learn more:https://lnkd.in/gchDu8_e #semiconductors #integratedcircuits #electroniccomponents #storage #ai #ems #oemfactory #icchips #icchip #automotive #aerospace #industrial #medicalcare #energy #military #hardware #5g #consumerelectronics #chinamanufacturer

If South Korea and Taiwan were taken out of play, China will become the biggest semiconductor manufacturer in the world. #semiconductor #China #TSMC #Taiwan #supplychains #chipmakers #geopolitics #globaltrade #CPUs #PCcomponents #technology #globalmarkets #manufacturing #economicimpact #businessstrategy #industryinsights #semiconductorsupply #marketanalysis #technews #strategicmoves #globalbusiness #Tomshardware https://lnkd.in/gWnFQcaj