T
Tech Taiwan
techtaiwan.com · Group blog · on HN since 2021
Tech Taiwan covers the Taiwanese and Chinese semiconductor industry, including TSMC, Foxconn, and Chinese chip policy.
What HN saysHN commenters link it for context on Chinese chip equipment and Taiwan's chip industry, though it is mainly cited as a news source.
16HN people shared it
9linked it in comments
53stories submitted
270story points
5 years agolast shared
2021people per year2026
Most-shared posts
- 1Foxconn’s MIH Alliance Has a Rival, and It Might Have TSMC’s Support3 people · 14 points · first shared 2021 · discussion on HN
- 2TSMC’s Speciality Technologies2 people · 109 points · first shared 2021 · 33 comments on HN
- 3New Dynamics – Now These Are TSMC’s Top 3 Customers2 people · 16 points · first shared 2021 · 1 comments on HN
- 4Foxconn in Talks to Manufacture EVs in Europe2 people · 6 points · first shared 2021 · discussion on HN
- 5Tsinghua Unigroup Reveals a New Stage of Chinese Industrial Policy2 people · 6 points · first shared 2021 · 1 comments on HN
- 6Former Huawei Brand Risks US Sanctions, Chinese IC Market Further Fragmented2 people · 5 points · first shared 2021 · 1 comments on HN
- 7Foxconn Acquires Macronix 150mm Fab, Targeting Sic Semiconductors2 people · 3 points · first shared 2021 · discussion on HN
- 8Baidu’s New AI Chips Have Entered Volume Production1 people · 12 points · first shared 2021 · discussion on HN
- 9Google Announced New Subsea Cable, Anchoring Taiwan in the U.S. Asia Strategy1 people · 11 points · first shared 2021 · discussion on HN
- 10How Long Can Taiwan’s PCB Industry Hold Against China?1 people · 10 points · first shared 2021 · 2 comments on HN
- 11How Has 2021 Changed China’s Microcontroller Industry?1 people · 6 points · first shared 2021 · 3 comments on HN
- 12STMicroelectronics Packaging Facility in Malaysia Closed Amidst Covid-191 people · 6 points · first shared 2021 · discussion on HN
- 13TSMC Evaluates Germany Plan, but Intel One Step Ahead1 people · 5 points · first shared 2021 · discussion on HN
- 14China Mobile’s Latest Move Unveils China’s New Chip Champion1 people · 4 points · first shared 2021 · discussion on HN
- 15Intel and Graphcore Among TSMC’s First 3nm Customers1 people · 4 points · first shared 2021 · discussion on HN
What HN people wrote when they linked it
throwaway4good · 2022-02-16
The "geopolitics" is played up as the US now needs an excuse for aggressive industrial policies aiming to move jobs from "allieds" such as South Korea and Taiwan and back into the US.
Pat Gelsinger panders to this as he eyes a windfall for his business, so much that it is getting harsh reactions from Taiwan:
Intel CEO: Taiwan Isn’t a Stable Place. TSMC Founder Has Other Concerns
https://techtaiwan.com/20211207/gelsinger-intel-taiwan/
DeathArrow · 2021-10-22
johndoe0815 · 2021-09-10
This is just a redirect on facebook, the actual URL seems to be https://techtaiwan.com/20210910/andes-luxembourg/ (facebook tracking removed)
Tenoke · 2021-08-26
TSMC has Bitmain as a low-priority client, and the first one to be cut when demand is high like earlier this year[0]. Bitmain itself is having even bigger reduction in orders to TSMC currently[1] so again, that's the wrong place to look for increased chip demand.
At any rate, I was mostly responding to claims about 'GPUs are profitable for mining' in the parent.
0. https://www.chinamoneynetwork.com/2021/03/05/tsmc-reportedly-limits-su…
1. https://techtaiwan.com/20210628/bitcoin-mining-rig-bitmain-tsmc/
rasz · 2021-08-23
China has one of the older ASML DUV machines, they got it thru a scam :o) and proceeded to pawn it for $90mil to a local bank for a quick scam exit https://chinatalk.substack.com/p/billion-dollar-heist-how-scammers
https://interconnected.blog/chinas-semiconductor-theranos-hsmc/
but even non scam Chinese initiatives are failing https://techtaiwan.com/20210714/tsinghua-unigroup-bankruptcy/
ntw1103 · 2021-08-19
This links to the wrong article. The correct article is: https://techtaiwan.com/20210819/f16-ev-taiwan/
fouric · 2021-08-19
Hypothesis: there's a correlation between shortage of chips made with cutting-edge processes and chips that are not, because a lot of them are made by the same companies (and the supply-chain issues are impacting companies not just product lines). For instance, in addition to having the bleeding-edge 5nm node, TSMC has a lot of larger nodes and specialty non-digital-CPU nodes, too[1].
[1] https://techtaiwan.com/20210816/tsmc-speciality-technology/
slater · 2021-09-13
Direct link:
https://techtaiwan.com/20210913/unisoc-huawei/
brodouevencode · 2021-09-09
A better link: https://techtaiwan.com/20210909/tsmc-gan/