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Vol. 793 / Content

The Japan-Taiwan chip alliance

Vol. 793

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Industry

Meet Japan's largest semiconductor technology company

In an exclusive interview, Tokyo Electron Ltd. (TEL), Japan's largest technology company, reveals how it boldly transformed after Japan's semiconductor downturn of three decades, surpassing Sony in market value and becoming the world's fourth-largest semiconductor equipment manufacturer.

Industry

Behind AMAX, one of NVIDIA’s earliest partners

Taiwanese AI company AMAX, which just joined the Taiwan stock market last year, was established in Silicon Valley over 40 years ago. With half of its revenue from AI, it stands as one of NVIDIA's first GPU server partners. How did they achieve this?

Industry

The Japan-Taiwan semiconductor island chain

TSMC recently opened a new wafer fab in Japan, igniting a new era of semiconductor cooperation between Japan and Taiwan. What motivated TSMC to expand into Japan, and how could this new “island chain” affect the global semiconductor market?

Industry

How AI Stock Socionext Became Japan’s Largest IPO

Socionext, a joint venture between time-honored Japanese electronics giants Fujitsu and Panasonic, is the largest designer of custom-designed integrated circuits in Japan. Banking on the advanced manufacturing technology of chip foundry Taiwan Semiconductor Manufacturing Company (TSMC), the company has evolved into a new leader in the AI chip war. What’s the story behind this success?

International

Following Kinmen patrol fatalities, will China keep challenging the Taiwan Strait median line?

The Chinese Marine Police's vow to 'normalize enforcement' follows a recent incident of a Chinese fishing boat trespassing into Taiwan's territorial waters. Despite escalating tensions, the Taiwan Affairs Office has convened in Taiwan for the first time since the epidemic, indicating significant engagement. Nevertheless, signs point to China downplaying the incident's significance. Why the lack of urgency?

International

Are imports bad? America’s Turn to Mercantilism

The U.S. political circles are not only hostile to China, but are essentially hostile to imports. Both parties embrace the mercantilist thinking of "exporting is good and importing is bad." How will this harm global economy and trade?