Global semiconductor equipment billings grew 13 percent year-on-year to US$15.57 billion in the first quarter, with Taiwan remaining the top spender, trade group SEMI showed in a report released on Wednesday.
Taiwanese semiconductor makers spent US$4.02 billion on equipment last quarter, up 6 percent from US$3.81 billion year-on-year, the report showed.
The nation’s equipment spending was bolstered by Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) investment in leading-edge technologies, including for 7-nanometer, 5-nanometer and 3-nanometer chips.
TSMC, the world’s biggest chipmaker, plans to invest between US$15 billion and US$16 billion on new facilities and equipment this year, expecting strong demand for 5G-related chips and high-performance-computing devices such as servers.
China’s equipment spending grew fastest last quarter, up 48 percent to US$3.5 billion from US$2.36 billion a year ago, ranking second highest in the world, according to SEMI.
South Korea ranked third with billing totaling US$3.36 billion, up 16 percent from US$2.89 billion a year ago, as its chipmakers, led by Samsung Electronics Co, boosted investments on memorychip manufacturing technologies.
Europe is the only region in the world that saw equipment billings contract, down 23 percent annually to US$640 million last quarter from US$840 million year-on-year.
On a quarterly basis, global semiconductor billings shrank 12.53 percent from US$17.8 billion in the fourth quarter last year, with Taiwan’s spending declining 35 percent from US$6.2 billion.
China spent 18 percent less compared with US$4.29 billion in the final quarter of last year.
Meanwhile, South Korea’s billings increased 46 percent from US$2.3 billion, and Europe’s expanded 36 percent from US$470 million, SEMI’s report showed.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) would not produce its most advanced technologies in the US next year, Minister of Economic Affairs J.W. Kuo (郭智輝) said yesterday. Kuo made the comment during an appearance at the legislature, hours after the chipmaker announced that it would invest an additional US$100 billion to expand its manufacturing operations in the US. Asked by Taiwan People’s Party Legislator-at-large Chang Chi-kai (張啟楷) if TSMC would allow its most advanced technologies, the yet-to-be-released 2-nanometer and 1.6-nanometer processes, to go to the US in the near term, Kuo denied it. TSMC recently opened its first US factory, which produces 4-nanometer
GREAT SUCCESS: Republican Senator Todd Young expressed surprise at Trump’s comments and said he expects the administration to keep the program running US lawmakers who helped secure billions of dollars in subsidies for domestic semiconductor manufacturing rejected US President Donald Trump’s call to revoke the 2022 CHIPS and Science Act, signaling that any repeal effort in the US Congress would fall short. US Senate Minority Leader Chuck Schumer, who negotiated the law, on Wednesday said that Trump’s demand would fail, while a top Republican proponent, US Senator Todd Young, expressed surprise at the president’s comments and said he expects the administration to keep the program running. The CHIPS Act is “essential for America leading the world in tech, leading the world in AI [artificial
REACTIONS: While most analysts were positive about TSMC’s investment, one said the US expansion could disrupt the company’s supply-demand balance Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) new US$100 billion investment in the US would exert a positive effect on the chipmaker’s revenue in the medium term on the back of booming artificial intelligence (AI) chip demand from US chip designers, an International Data Corp (IDC) analyst said yesterday. “This is good for TSMC in terms of business expansion, as its major clients for advanced chips are US chip designers,” IDC senior semiconductor research manager Galen Zeng (曾冠瑋) said by telephone yesterday. “Besides, those US companies all consider supply chain resilience a business imperative,” Zeng said. That meant local supply would
Servers that might contain artificial intelligence (AI)-powering Nvidia Corp chips shipped from the US to Singapore ended up in Malaysia, but their actual final destination remains a mystery, Singaporean Minister for Home Affairs and Law K Shanmugam said yesterday. The US is cracking down on exports of advanced semiconductors to China, seeking to retain a competitive edge over the technology. However, Bloomberg News reported in late January that US officials were probing whether Chinese AI firm DeepSeek (深度求索) bought advanced Nvidia semiconductors through third parties in Singapore, skirting Washington’s restrictions. Shanmugam said the route of the chips emerged in the course of an