The China-Taiwan Semiconductor Question

NC State SCRC

With the recent visit of House Speaker Nancy Pelosi to Taiwan, as well as the passing of the CHIPS Act, the public and the media have more questions than ever regarding the semiconductor market. Contract manufacturers are very reliant on semiconductors produced in Taiwan.

China, Taiwan, and Semiconductor Risks – Part 2

NC State SCRC

As I alluded to in an earlier post, the scenario of China invading Taiwan, and halting all semiconductor production is highly unlikely, for a number of reasons. If China went into Taiwan and said “We are taking over,” the workforce would simply not support it!

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OOCL vessel blamed for crane collapse at Taiwan port

The Supply Chain Journal

An empty vessel struck a laden cargo ship and caused the collapse of a gantry crane, damage of another as well as more than two dozen containers and the injury of a worker at the Port of Kaohsiung in Taiwan on Thursday. The Taiwan International Ports Corp.

Taiwan Logistics and More

Logistics Bureau

Here is a glimpse of Taiwan’s transportation, food, and the refreshing view of Jiufen! Let’s go to Taiwan! Case Studies Cost to Serve Distribution Centre branding cost of service cost to serve delivery cost last mile logistics last-mile delivery local logistics social media Taipei TaiwanI get to see how the environment is different here and what are the supply chain and logistics points I can share with you guys.

Taiwan Tensions Raise Risks in One of Busiest Shipping Lanes

Supply Chain Brain

and China over Taiwan has thrown a spotlight on growing risks to one of the world’s busiest shipping lanes — even a minor disruption could ripple through supply chains The standoff between the U.S.

Taiwan Turmoil Prompts Detours and Delays for Global Shipping

Supply Chain Brain

China’s announcement of military drills around Taiwan as U.S. House Speaker Nancy Pelosi visits the island is already having ripple effects across global supply chains, prompting detours and causing delays of energy shipments

China Restarts Military Drills in Response to Latest U.S. Lawmakers’ Visit to Taiwan

Supply Chain Brain

lawmakers, apparently aimed at demonstrating Beijing’s ability to mount a blockade of Taiwan China is resuming its military drills in the region following the surprise arrival of a new delegation of U.S.

The World Is Dangerously Dependent on Taiwan for Semiconductors

Supply Chain Brain

As China pushes the world to avoid official dealings with Taiwan, leaders across the globe are realizing just how dependent they’ve become on the island democracy

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China and Taiwan: What is the risk to the semiconductor industry?

NC State SCRC

With the recent visit of House Speaker Nancy Pelosi to Taiwan, as well as the passing of the CHIPS Act, the public and the media have more questions than ever regarding the semiconductor market. Contract manufacturers are 100% reliant on semiconductors produced in Taiwan.

Earthquake Updates - Hualien, Taiwan

Elementum

magnitude earthquake that struck Eastern Taiwan on February 6th continues to have aftershocks, with plenty more expected to occur in the days ahead. Most of Taiwan’s geological activity occurs off its Eastern coast, while the overwhelming majority of its industrial and manufacturing base is located in the Western coastal plains. The 6.4 As of writing, there have been 2 fatalities and 200+ injuries mostly in Hualien City.

Growing Distrust of China Brings $38 Billion Windfall for Taiwan

Supply Chain Brain

Taiwan sits squarely in the middle of the worsening dispute between Beijing and Washington, with many of its companies operating factories in China manufacturing for American companies

Supply Chain News on Impact on Procurement from China and Taiwan Tensions

Supply Chain Digest

Gartner Advice on How to Start Diversification away from China Now

Water and power shortages, and a COVID spike: a look at what’s going on in Taiwan

Resilinc

Just when you thought the semiconductor shortage couldn’t get any worse, more bad news is coming from Taiwan—home to about two-thirds of global chip manufacturing capacity. The leading chip maker globally, Taiwan Semiconductor Manufacturing Co.

Supply Chain Weekly Wrap-Up 08/05/2022-08/11/2022

All Things Supply Chain

World’s Supply of Chips Is in Danger Unless Taiwan Gets Vaccines

Supply Chain Brain

Having successfully sidestepped the first Covid wave, the government now faces a health emergency — only about 1% of its population is vaccinated so far — with the potential to disrupt the chip industry that dominates the local economy, and which is critical to an already-squeezed global supply

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The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable – The Wall Street Journal.

Operations and Supply Chain Management

The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable. I thought you would be interested in the following story from The Wall Street Journal. Download the Wall Street Journal app here: WSJ. – Bob

Apple’s Climate Promise Depends on Taiwan Partners Going Green

Supply Chain Brain

But in order to say the same for its flagship iPhone, it’s going to need help from Taiwan Apple Inc. has gone carbon neutral.

Taiwan Earthquake Supply Chain Impact Analysis White Paper

Resilinc

magnitude earthquake rattled southern Taiwan at the start of Lunar New Year, the island’s largest nationwide holiday. Taiwan is the world’s leading producer of semiconductors and integrated circuits (IC), and high tech companies are wondering how this earthquake could affect the global electronics supply chain. Around 4 a.m. on February 6th, a 6.4 With a current death toll of 114, it is the deadliest earthquake to hit the island since the “921 Earthquake” of 1999.

Afternoon Coffee: Coronavirus, China and supply chain delays; Tesla batteries; Apple, Taiwan and India; vertical farming

Resilinc

supply chain risk management SCRM Best Practices supply chain resilience supply chain risk Supply Chain Impact business continuity coronavirus update supply chain delays

Earthquake Update 2 - What You Need to Know About the Quakes in Taiwan

Elementum

Taiwan was hit by another 5.7 While not the business center of Taiwan (commerce is concentrated on the country’s west coast) Hualien is a popular tourism hub. According to the Taiwan's Central Weather Bureau, the two earthquakes and subsequent aftershocks (numbering over 100) mark the highest ever recorded in the region, with additional earthquakes of magnitude 5.0 Taiwan Railways and subway networks were temporarily slowed or closed but have returned to normal operations.

Panama Ends Ties with Taiwan, Recognizes New ‘One China’ Relationship

Supply Chain 24/7

Panama, one of the few countries to recognize Taiwan’s sovereignty, has cut ties with the island and forged relations with China, adding there there was “only one China” of which Taiwan was a part

How your Supply Chain can Learn from Taiwan’s Earthquake

Elementum

A 6.4-magnitude quake struck southern Taiwan early Saturday morning local time, killing at least seven and causing widespread structural damage. A TSMC facility in Tainan, southern Taiwan, reported that the quake broke “no more than one percent” of their wafers being manufactured. While Taiwan’s earthquake didn’t cause extensive damage, its status as a tech manufacturing hub still necessitates a serious examination of your company’s operations.

Innovative Approaches to Supply Chain Risk

Kinaxis

A major earthquake in Taiwan. We have a problem.” The alternate source uses the same supplier in Taiwan. Inventory management Supply chain risk management IBM Japan Natural disaster Risk management Supply chain Taiwan Thailand by John Westerveld Imagine yourself in this scenario; You wake up at the usual time, and over coffee, you review the news. As you flip through the articles on your iPad, you see it. Then you get the e-mail.

From Taiwan to the U.S.—Duty-free

3PL Insights

About half of the 132 containers filled with tires, were en route from Taiwan, headed to the East and West coast ports. “We The post From Taiwan to the U.S.—Duty-free

Alibaba Group Partners with SEKO Logistics in Hong Kong and Taiwan for Cross-Border Ecommerce

Supply Chain 24/7

Alibaba Group, the largest retail commerce company in the world in terms of gross merchandise volume, has selected SEKO Logistics as a 3PL service provider in Hong Kong and Taiwan to especially support small and medium-sized companies requiring localized and cost efficient export processes and integrated services

The Mother of All Supply Chain Disruptions

Supply Chain Digest

China Threatening War, as US Reported to be Training Taiwan on How to Resist an Invasion

Lordstown Motors may sell its plant to Taiwan’s Foxconn for $230M

The Supply Chain Journal

Taiwan’s Foxconn would pay Lordstown Motors Corp. Foxconn is the trading name of Tucheng, New Taipei City, Taiwan-based Hon Hai Precision Industry Co. 230 million to purchase the massive 6.2

On a Path to Global Supply Chain Armageddon

Supply Chain Digest

Tensions in South China Sea, and with Taiwan, Seem Unlikely to End Well

Top Global Chipmakers Resist Biden Bid for Supply Chain Data

Supply Chain Brain

A Biden administration effort to untangle global chip supply snarls is facing resistance from lawmakers and executives in Taiwan and South Korea, complicating attempts to resolve the bottlenecks hurting industries from automobiles to consumer electronics

Covid Outbreak at Chip-Testing Plant Elevates Supply Fears

Supply Chain Brain

A cluster of COVID-19 infections at a factory in central Taiwan temporarily stopped operations at one of the world’s largest chip-testing companies

EU Offers Ambitious Chips Law That May Struggle to Deliver Funds

Supply Chain Brain

and Taiwan Semiconductor Manufacturing Co., The European Union unveiled its plan to use its economic leverage to attract large semiconductor producers like Intel Corp. but reaching the full 45 billion euro ($51.4

TSMC Construction of Arizona Chip Plant Is ‘Well Underway’

Supply Chain Brain

Taiwan Semiconductor Manufacturing Co. said it’s moving forward with plans to build a $12 billion chip plant in Phoenix, a step toward addressing U.S. concerns over reliability and security in the tech supply chain

The CHIPS and Science Act of 2022

Enterra Insights

currently] makes few of the most advanced types of semiconductors, which are largely produced in Taiwan, the epicenter of rising political tensions with China.”[9] ”[9] In a two-hour call between President Biden and China’s President Xi Jinping, Taiwan was a major topic.

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Uninterrupted Cold Chain Management Solution Assists an International Hypermarket

Supply Chain 24/7

To strengthen quality control over frozen and refrigerated products, an international hypermarket chain in Taiwan introduced Advantech’s Cold Chain Management Solution at the beginning of 2018

The Single Point of Failure in Supply Chain – Semiconductor Fabrication!

Supply Chain Game Changer

Most of the semiconductor fabrication is now conducted in Taiwan and China, not the United States. According to statista.com , Taiwan is the largest semiconductor producing country making up 66% of the global market. Within Taiwan TSMC and UMC are the largest companies.

Art of freight journalism

The Supply Chain Journal

Plus, pick your bottleneck: ports, chassis, containers, labor; ransomware attack on Forward Air may have exposed sensitive employee data; Lordstown Motors may sell its plant to Taiwan’s Foxconn for $230M; and is there a shortage of shipping container stock images? .

China ports bracing for Super Typhoon Chanthu

The Supply Chain Journal

The powerful storm is headed toward Taiwan and the mainland China coast. Taiwan’s weather bureau issued a sea warning Friday for the area south of the island. The typhoon is forecast to move parallel to Taiwan’s east coast Sunday, with the center remaining barely offshore.

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July 2022 Global Manufacturing Indices Indicating Declining Momentum

Supply Chain Matters

The bottom three were listed as Poland , Taiwan and Myanmar. . Taiwan. The July S&P Global Taiwan Manufacturing PMI® was especially concerning, with indications of the sharpest falls in output and new orders in over two years.

The Significance of the Passage of the US Chips and Science Act

Supply Chain Matters

Yet, this legislation is not unique from a global perspective in that many other countries and regions including China, Taiwan, South Korea, Japan the Eurozone , are already spending billions on such incentives. In June, Taiwan based GlobalWafers Co.

US Air Force Defense Acquisition and Contract Officers Come to NC State

NC State SCRC

We also looked at the supply chain for the Taiwan Semiconductor Manufacturing Company, and contemplated the net impact of a Chinese attack on Taiwan, and the devastation wrought on the global economy.