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Asia's Tech News - November 2024
Asia's Tech Newsletter, Weekly
Indo-Pacific Studies Center

November 2024: Taiwan

Taiwan technology news headlines
in November 2024

Also available:
Asia’s Tech News, Weekly Newsletters
&
Critical tech news, globally

Taiwan's Space Program

IFRI: Taiwan’s Space Program – Building industry & national security

  • TSMC looks to mass produce chips on its N2 – 2 nanometer class – technology in late 2025, and A16 – 1.6nm class – process in late 2026 / full item
  • Taiwan Semiconductor Research Institute completes procurement of its first full-stack quantum computer from Finland’s IQM, set for installation in Q2 2025 / full item
  • Advanced Micro Devices, AMD, is reportedly to enter the mobile devices market with new accelerated processing chips from a TSMC-produced 3nm process / full item
  • Taiwan: AppsWorks incubator and Google for Startups Cloud Program partner for AI-focused startup growth / full item
  • Taiwan: TSMC plans to establish 10 new factories worldwide in 2025, covering demand for 2nm processes and advanced semiconductor packaging, in part driven by AI growth / full item
  • Taiwan proposes economic partnership agreement with the European Union, looking at participation under the European Chips Act / full item
  • Biden administration confirms $6.6BN subsidy for Taiwan’s TSMC, alongside up to $5BN in loans, marking the first instance of a major CHIPS Act award reaching this stage / full item
Small modular reactors for energy

WEF: Advanced Nuclear and Small Modular Reactor Deployment

  • Taiwan: The first of 35 fully-automated trains debuts in Taiwan, produced by France’s Alstom, expected to cut 30 minutes from current commute on 23km route / full item
  • Taiwan: An intro to the TAcc+ International SpaceTech Startup Supporting Program and some of the participating firms / full item
  • Although TSMC plans to make 2-nanometer chips [abroad] in the future, its core technology will stay in Taiwan… / full item
  • Taiwan: Hexa Renewables has installed the world’s largest floating solar array off Taiwan’s western coast, capable of supplying approximately 74,000 households / full item
  • Firms including TSMC and GlobalFoundries complete pre-agreement negotiations for grants under Chips & Science Act for US facilities, with Biden-Trump transition raising questions / full item
  • Taiwan Semiconductor Manufacturing Corp is reportedly to receive ASML’s most advanced chipmaking machine before year-end, second only to Intel / full item
The Pacific Pivot

Heritage Foundation: The Pacific Pivot – US Strategy for the Pacific Islands

  • Taiwan Semiconductor Manufacturing Co notified Chinese chip design firms it is halting production for them of chips at 7 nanometres or smaller, aligning with US sanctions / full item
  • Taiwan’s shift towards renewable energy is creating substantial challenges for industries… [TSMC] is now facing higher electricity costs in Taiwan compared to any other region where it operates… / full item
  • Taiwan’s TSMC’s Arizona facility will roll out its first 4 nanometer chips in December, with production expected to ramp up through 2025, and 3nm chips slated for 2028 / full item
  • Taiwan: Some SpaceX suppliers have reportedly transferred portions of manufacturing supply chains off the island, following SpaceX concerns over geopolitical tensions / full item

‘Semiconductor back-end manufacturing, less capital-intensive than strategic front-end chipmaking, is dominated by China and Taiwan, but Vietnam is among the fastest-growing countries’ / full item

  • Taiwan’s petrochemical industry imported record amounts of Russian naphtha last month… ranking as Taiwan’s top supplier, a position previously held by the United Arab Emirates. / full item
  • Intel CEO reportedly derailed the firm’s TSMC semiconductor discounts with ill-considered remarks, losing 40% price cut in the process / full item
  • Tiger Research examines whether Taiwan is still pursuing the ‘Blockchain Island’ ambition / full item
  • India’s Tata Group seals JV with Taiwan’s Pegatron to Tata’s iPhone manufacturing, with Tata taking 60% and adding to Tata’s Karnataka and Tamil Nadu plants / full item
  • Vietnam: Taiwan’s Foxconn subsidiary, Shunsin, looks to invest $80M in integrated circuits plant in northern Vietnam, adding to Foxconn license for $383M circuit boards facility / full item
Indo-Pacific Insight

Indo-Pacific Insight: Critical tech, space, risk, geopolitics, supply chains…

Asia’s Tech News, Weekly
Critical technologies: November
  • India: PierSight preps Varuna satellite for in-orbit demonstration, aiming for 24/7 all-weather maritime surveillance…
  • Japan: Gov’t commits over $65 billion in additional funding for semiconductor and AI tech development to 2030, with Rapidus a key beneficiary…
  • Report: ‘Post-Quantum Cryptography – Securing digital communications between Banque de France and the Monetary Authority of Singapore’

Read the full report:
Critical technologies, November 2024
>

Indo-Pacific Insight

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