There is a 20% chance of military confrontation
How America can win the Chip Wars
Tag: Morris Chang
Apple Supplier Pegatron Denies Reports of China Blocking Shipments
Apple supplier Pegatron has denied media reports claiming shipments to and from its factories in China were being held for scrutiny by Chinese customs officials, following a Pegatron executive’s meeting with U.S. House Speaker Nancy Pelosi (via DigiTimes).
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Pegatron is the second largest Taiwanese contract electronics manufacturer and iPhone assembler behind Foxconn, while TSMC is the sole supplier of Apple’s custom silicon chips and the world’s most valuable semiconductor company. All three firms operate plants in China.
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Update: Nikkei reports that Apple on Friday asked suppliers to ensure that shipments from Taiwan to China strictly comply with Chinese customs regulations, which state that Taiwanese-made parts and components must be labeled as being made either in “Taiwan, China” or “Chinese Taipei,” language that indicates the island is part of China.
Apple Supplier Pegatron Denies Reports of China Blocking Shipments
Pelosi Meets With Taiwan’s Top Chip Industry Leaders
The House speaker’s trip came after Congress passed a bill that includes $52 billion to subsidize domestic chip manufacturing
Pelosi Meets With Taiwan’s Top Chip Industry Leaders
Previously:
Senate Passes $280 Billion Industrial Policy Bill Meant to Counter China
Hopefully, the TSMC-Arizona deal doesn’t go the way of Foxconn-Wisconsin!