Thailand’s Manufacturing Production Index (MPI) fell by 3.5% year-on-year to 92.4 points in September, due mainly to sluggish car and construction industries, while the outcome of the US presidential election may pose a fresh challenge in Q4 2024, says the Office of Industrial Economics (OIE).
Intel Will (Not) Halt Operations In Penang
After The Star Malaysia ran a report that Intel announced a partial pause of its chip-packaging and testing project in Penang, The Vibes.com ran a contrasting piece squashing the The Star’s earth shaker.
Will Sweetheart Deal For Boeing Turn Sour?
The world is certainly bitter with Boeing’s latest consensus to plead guilty to a criminal fraud conspiracy charge after the US found the company violated a deal meant to reform it after two fatal crashes by its 737 Max plane, plus the planemaker’s agreeing to pay a criminal fine of $243.6million (£190m).
China Paving The Way For Lesser Threats?
China banned US chip maker Micron from selling to Chinese companies working on key infrastructure projects, in a major escalation of an ongoing battle between the world’s top two economies over access to crucial technology. This move might spell an opportunity for Korea.
Japanese Semiconductor Equipment Makers Hit By Export Controls
Japan is set to officially tighten export controls on 23 semiconductor equipment items to China, starting in July, following the US-led containment against Chinese semiconductor industry. While it was not explicitly mentioned military concerns was key to the strict restrictions, it is a common global speculation given the current tense geopolitical climate.
India To Ready Its Semiconductor Fab Facilities
Promoting local manufacturing enables India to reduce its dependence on chip imports and increase its ability to withstand global supply chain disruptions.
TSMC Founder Supports US Efforts To Slow China Chip Advances
TSMC Founder Morris Chang said that even as he supported U.S. efforts to slow China chip advances, the “bifurcation” of the global supply chain and the reversal of globalisation would increase prices and reduce the ubiquity of chips that power the modern world.
TSMC New US Fab May Wind Up With More Issues
In the recent months, the industry has witnessed how big guns are reducing prices to mitigate losses. TSMC’s entry into the country may not be a great idea after all.
Semiconductor Value Chains Against The Backdrop Of Recent Global Development In ASEAN
Although the US and EU have been trying to further bring back semiconductor manufacturing into their regions, strong underlying economic activities in the semiconductor backend and related segments (e.g., PCB and EMS) in ASEAN countries are expected.
U.S. Senate Votes To Move Ahead On Chip Bill To Compete With China
The U.S. Senate on voted to move ahead with a slimmed-down version of legislation to provide billions of dollars in subsidies and tax credits for the semiconductor industry, hoping to ease a shortage that has disrupted production in industries from automobiles to electronics and high-tech weapons.
