Highlights of the day: TSMC to faces challenges from political strain
DIGITIMES employees
Following the setup of a sophisticated wafer fab within the US due to the US authorities’s strain, TSMC is now going through strain from governments of Japan, Germany and the US, demanding it to strengthen its help to carmakers. Meanwhile, the pocket book business has seen the winds of change because the US authorities is not pushing additional tariffs on notebooks merchandise and due to this fact, given model distributors instances to resolve whether or not to proceed with their manufacturing relocation plans. PCB makers are optimistic about server substitute demand in 2021 as Intel is about to unveil its new Whitley processors, however they nonetheless stay cautious concerning the market.
Political strain difficult TSMC: TSMC is believed to have been underneath political strain to arrange a sophisticated wafer fab regionally within the US within the wake of the US-China commerce warfare. The pure-play foundry has additionally come underneath the highlight amid a world scarcity of automotive chips, in response to business observers.
Notebook manufacturing relocation from China not essential concern for distributors: Notebook model distributors are taking a wait-and-see perspective towards whether or not to have their provide chain companions transfer manufacturing out of China, because the Biden administration just isn’t anticipated to announce new tariff sanctions in opposition to Chinese imports within the quick time period though its China coverage has but to be clear sufficient, in response to business sources.
PCB provide chain guardedly optimistic about Whitley-induced server substitute demand: Taiwan’s PCB provide chain gamers are guardedly optimistic about enterprise alternatives to come up from substitute demand for servers adopting Intel’s new Whitley server processors, in response to business sources.
