Blog: Will others follow TSMC in US move?

first_img Blog HuaweisanctionsTSMC Blog: Driving through a Covid-proof event Author Related AddThis Sharing ButtonsShare to LinkedInLinkedInLinkedInShare to TwitterTwitterTwitterShare to FacebookFacebookFacebookShare to MoreAddThisMore 07 JUL 2020 Blog: How is chip shortage affecting US? Tags center_img Joseph Waring joins Mobile World Live as the Asia editor for its new Asia channel. Before joining the GSMA, Joseph was group editor for Telecom Asia for more than ten years. In addition to writing features, news and blogs, he… Read more Previous ArticleWhy OEMs need to consider eSIM for connected devicesNext ArticleGSMA highlights role of connectivity in Covid recovery Intelligence Brief: Does Huawei innovation align with market demands? HomeBlog Blog: Will others follow TSMC in US move? Taiwan Semiconductor Manufacturing Company’s (TSMC) plans to build a $12 billion semiconductor factory in the US is a major win for government efforts to increase domestic production of critical goods, with the aim of reducing its reliance on imports from China.US Secretary of Commerce Wilbur Ross praised the planned investment, which he noted is “yet another indication that President Trump’s policy agenda has led to a renaissance in American manufacturing and made the US the most attractive place in the world to invest”.The Taiwan-based chipmaker’s announcement came shortly after the US Department of Commerce (DoC) tightened export controls to close a loophole in previous sanctions on Huawei’s access to key components, which directly impacts TSMC’s business since about 13 per cent of its revenue comes from the equipment maker, analysts estimate.US officials reportedly held discussions with several semiconductor companies including Samsung and Intel about expanding manufacturing capabilities to strengthen their domestic supply chain, as the US-China trade war shows no signs of abating.The government’s push to curb China’s tech rise was prompted in part by the Semiconductor Industry Association (SIA) issuing a set of policy recommendations for “sustaining and strengthening global leadership” in semiconductor technology and ensuring the US “wins the race to harness the transformative, semiconductor-enabled technologies of the future”.InfluenceThe goal was made clear in a statement by Micron Technology CEO Sanjay Mehrotra when SIA made the announcement in April: “The country that leads in semiconductor innovation will also lead the next wave of technology advances, influencing every aspect of the economy and life.”Following up on SIA’s efforts, the US Congress recently proposed supporting the domestic semiconductor industry with $22.8 billion in subsidies, mainly in the form of tax breaks for manufacturers.Despite the hard push from the government to nurture domestic chip production, Boston Consulting Group forecasts the DoC export controls could lead to significant drops in revenue and market share for US semiconductor companies over the next three-to-five years, threatening its current global position. It believes these declines could lead to sharp cuts in R&D and capex, along with the loss of up to 40,000 jobs in the sector.The group sees South Korea as the most likely market to fill the pending void.Strategy Analytics estimates Huawei is one of the largest buyers of chips in the world with annual purchases of $20 billion, meaning a slowdown in its business will directly impact many US companies.The research company predicts US semiconductor companies could lose up to $7 billion in business from Huawei, which would represent about a 5 per cent decline in global semiconductor sales.UncertaintyDaryl Schoolar, head of Omdia’s Intelligent Networks team, told Mobile World Live other overseas chipmakers likely won’t rush to invest in the US given the Covid-19 (coronavirus) pandemic and a very uncertain political situation, noting even if Donald Trump is re-elected in November, he could quickly and for no reason change his China policy, making any investments useless.Sravan Kundojjala, associate director of handset component technologies at Strategy Analytics, agrees. He noted Samsung has fabrication facilities in the US but United Microelectronics, the world’s second-largest contract chipmaker, and China-based Semiconductor Manufacturing International (SMIC) are unlikely to build facilities in the country.With TSMC caught in the China-US geopolitical battle, Kundojjala said without a doubt its US investment could make a difference in its future relationship with Huawei. While officials have indicated the chipmaker won’t be given a licence to export chips to Huawei, he believes its investment commitment could appease US authorties and help TSMC secure a permit from the DoC.Following Foxconn While TSMC’s $12 billion headline investment figure is sizeable, the amount will be invested over a nine-year period, with production starting in 2024 and representing only about 4 per cent of its total output. Some analysts believe the limited facilities will lead to lower margins.The announcement to much fanfare from the White House is all too similar to Foxconn pledging in 2017 to invest $10 billion in a plant in Wisconsin, with the creation of 13,000 jobs. But following the initial bluster and groundbreaking ceremony, work on the facilities abruptly slowed after the company said it was “reconsidering” its plans when prices of large LCD screens plunged. While Foxconn chairman Terry Gou insisted in January a factory will be up and running in 2020, the project won’t include its promised latest generation LCD production facilities and will create only a fraction of the targeted jobs.Even if there is new US leadership in 2021, Kundojjala reckons TSMC could still opt to invest in the country to stay close to its North American clients, given the company generates a large percentage of its revenue from there.Given the rising risk of a decoupling driven by US sanctions, TSMC’s latest move carries the risk of a China backlash. However, he said it is unclear what actions the Chinese government would take as the chipmaker continues to be a vital source for non-Huawei companies in the mainland as well.With the US presidential election four months away and relations between the two superpowers seeming to hit new lows each week, there is plenty of time and occasion for TSMC to rethink its ambitious US plans. Meanwhile, few are likely to follow its lead to support the government’s dream of making the US a chip manufacturing powerhouse.The editorial views expressed in this article are solely those of the author and will not necessarily reflect the views of the GSMA, its Members or Associate Members. Subscribe to our daily newsletter Back Joseph Waring last_img read more

Study: Zika could reach 2.6 billion people

first_imgTwo new studies published today present an alarming picture of the potential reach of Zika virus and its complex clinical presentation, while researchers reporting in the latest issue of Eurosurveillance said that Culex mosquitos aren’t likely to transmit the virus.Global at-risk populationsIn a study published in the Lancet Infectious Diseases, researchers from the University of Toronto used modeling to identify the areas around the world most at risk for Zika virus. After considering mosquito activity, air travel data and climate information, the researchers said potentially 2.6 billion people living in low-resource parts of Africa and the Asia-Pacific region could be sickened by Zika virus.”It’s a sobering number that highlights the potential magnitude of Zika virus,” said Kamran Khan, MD, MPH from St. Michael’s Hospital’s Li Ka Shing Knowledge Institute in Toronto. “It’s not meant to be alarmist, and it may be the worst-case scenario. But Zika is a global epidemic.”Khan said that according the models used, 1.2 billion people in India, 242 million in China, and 197 million in Indonesia are most threatened by Zika. Khan explained that those countries have four factors that put them at risk: high-frequency travel by people from Zika-endemic areas, Aedes mosquito vectors, a climate that sustains mosquito-borne disease, and low public health resources. Using flight data, weather maps and modeling, and population-density maps, Khan and his colleagues were able to assign risk to these countries.”There’s been a lot of attention paid to the risk of Zika in the Americas, the United States, and even Europe,” said Khan. “But we see now [in Florida] that even countries with good public health infrastructure suffer a strain of available health and human resources with Zika.”Khan said the major caveat of the study was the unaddressed question of whether or not populations in Africa and parts of Asia have immunity to certain strains of Zika virus.”Even though we believe the disease originated in Africa,” said Khan, “We don’t make any assumptions in the study about immunity.”Zika may be clinically confused for dengueIn a related study slated for publication today in the Journal of Clinical Virology, Brazilian researchers suggest that Zika infections may be underestimated and mistakenly reported as infections with other flaviviruses, including dengue.The researchers based their conclusions on observations made at a Brazilian hospital. Between January and August of this year, the Zika Research Network (Rede Zika) conducted molecular blood tests on 800 people with suspected dengue virus at the Hospital de Base, Sao Jose do Rio Preto’s reference hospital.Only half of those cases (400) were dengue, and 100 were Zika virus. The remaining 300 cases were not related to any arboviruses and were most likely influenza. Currently, the World Health Organization suggests that all suspected cases of dengue be treated as such, because the disease can be much more severe than related flaviviruses.Mauricio Lacerda Nogueira, MD, PhD, a member of the Zika Research Network, explained the findings in a press release from Sao Jose do Rio Preto Medical School (FAMERP).”These results suggest the classic division usually made between symptoms—associating conjunctivitis with Zika and joint pain with chikungunya, for example—is only for classroom use. In practice, the symptoms can’t be separated like that,” Nogueira said. “It’s also practically impossible to distinguish between the three arboviruses with the serological tests currently used on a routine basis by laboratories and emergency services.”As of press time the study was not posted on the journal’s Web site.Culex mosquitoes don’t transmit ZikaFinally today’s issue of Eurosurveillance published a study showing that Culex mosquitoes do not transmit Zika virus. The study appears to disprove a hypothesis that Culex mosquitoes, which are widespread in the Americas, were harboring and spreading Zika virus alongside Aedes vectors.Two laboratory colonies of Culex species, Cx quinquefasciatus and Cx pipiens, were successfully fed blood containing Zika virus. While some mosquitoes were infected, neither species could transmit the virus at 21 days post-infection.”On the basis of our results, we consider that vector control should continue to focus on larval and adult habitats specific to Aedes mosquitoes,” the authors concluded.See also:Sep 1 Lancet Infect Dis abstractSep 1 FAMERP press releaseSep 1 Eurosurveill studylast_img read more

Palais told to stay focused

first_imgCoach Tietjens sees encouraging signs at final HP training camp in POM RUGBY UNION: COACH of the ICTSI South Pacific Palais Paul Tietjens has commended his team for their commitment to training especially as the last two weeks would have been quite disruptive due to the festive season. The wet weather that Port Moresby faced where the majority of his players reside would have been equally challenging. He said it would have been quite testing since the last training camp was in early December prior to the Christmas and New Year period when everybody is in celebratory mode and trying to focus on training would have required some great sacrifice and self-discipline from the players. The squad which includes three girls from Australia, Gemma Schnaulbelt, Yollanda Gittins and Anika Butler who flew into Port Moresby on Sunday, started training on Monday. Tietjens was speaking after the test results in fitness showed some marked improvement in individual fitness levels following the opening day of the high performance training camp in Port Moresby on Monday. The Palais will continue training until Friday when the wider squad of 22 will be trimmed to the 15 or 16 to continue preparations for the HSBC World Rugby Women’s 7s in February. Tietjens reminded the girls that they must remain focused to maintain training as they would be representing PNG and many people are providing their support in many different ways to enable participation of the team’s campaign in this world class event. These includes the sponsors Credit Corporation who covered the large bulk of the costs of the camp, G4S which has been providing transportation for the Port Moresby-based players training and continues to do the same for this camp, Gateway Hotel where the team is staying, High Performance Centre and Venue Management Trust Fund for the training facilities. The tournament of the series the team has its sights set on is the one in Sydney from February 1-3 whereby PNG is pooled against New Zealand, England and France. Tietjens said his players try to maintain the self-belief in themselves, work hard as possible in training this week and continue the intensity on to the next camp in Sydney prior to the 7s tournament. He reminded his team that they must be focused so that “we are not there just to make the numbers, and we want (other) teams to take notice of us”. Tietjens said this was not just on the field but off it as well as they presented themselves by adopting strict and high professional standards. Assistant coach Frank Gabi reiterating Tietjens’ emphasis on quality training, adding that as the players were going through the sessions they should maintain their concentration and be determined, by not just doing the drills for the sake of doing them but strive for the correct application of skills being practised and be mentally strong. Other players in camp include Helen Abau, Catherine Anjo, Marie Biyama, Chelsea Garesa, Lynette Kwarula, Geua Larry, Taiva Lavai, Mala Mark, Fatima Rama, Kymlie Rapila, Barbara Sigere and Gwen Pokana. Debbie Kaore, who lost a close family member recently, was excused for the early sessions but called to say she would join the camp today. Following the Sydney 7s, the Palais will redirect their attention on the next round of the HSBC World 7s in Hong Kong and depending on how they fare have the potential of being a permanent participant in the series which will be played at certain locations around the world in 2019. The interim board of PNG Rugby Football Union headed by chair Syd Yates is working hard to attract as many sponsors as possible to join this campaign or invest some of the programs necessary for the growth of the game. And sponsors like ICTSI South Pacific group of companies, Kumul Petroleum Holdings, Credit Corporation, National Gaming Control Board and its CEO Imelda Agon and Pacific Industries, G4S as transport providers, Gateway Hotel for accommodation, Tactical Solutions International, High Performance Centre, Venue Management Trust at Aquatic Centre and Sir John Guise Stadium for training facilities, have been commended for their continued support.last_img read more

UK gets CBS spotlight against No. 1 MSU

first_imgWhile the University of Kentucky still has a big game to get through first, if the Cats win they’ll likely be ranked when they host No. 1 Mississippi State next week. And either way, they’ll have the nation’s full attention.UK-MSU will be the 3:30 p.m. game on CBS on Oct. 25. The Wildcats haven’t been the SEC’s showcase game – which is essentially what that slot means – since 2008 against Alabama.“That’s great,” Stoops said. “You know, I’m not gonna get ahead of myself, but every time you win in this league, you’re gonna put yourself in position for a bigger game. So I think it’s a compliment to our team, what we’ve done to this point, and I know every game gets bigger. We have a huge one at LSU this week, and that’s what’s on our mind.”SEC Nation, the SEC Network’s on-site pregame show, is also scheduled to set up in Lexington on Oct. 25.last_img read more

QC looking for better showing at Sir Garfield Sobers tournament

first_imgAfter a winless run in their second outing at the Sir Garfield Sobers schools cricket tournament last year, skipper Navindra Persaud and Coach Mark Harper believe Queen’s College has what it takes to make a lasting impression in the 33rd edition of the annual event. When Stabroek News visited the prestigious institution yesterday amidst heavy downpour in the capital, the team had shifted their session to indoor with Harper pointing out that the rainy season is hampering preparations but was nothing to worry about.“You know you always feel you could do a lot more in terms of opportunity they have but it is the rainy season some of the guys, up to last week were still doing exams so we had to have our preparation and cater for that but you know we had our preparation and so far the guys are pretty committed apart from a few,” Harper said.Nevertheless, Harper has made adequate provisions to deal with the weather as well as the conditions in Barbados which is known to have bouncy pitches, in contrast to Guyana’s spinning surfaces. “We have been hampered by the weather, but we are practicing mainly on the concrete surfaces and we are going to do some simulated short ball drills to prepare for that, but while it is a bit disappointing that we didn’t get the turf we will try our best to prepare for what we expect with the bounce and pace,” Harper stated.The former national coach added that “it [the tournament] is an opportunity for them to play against a foreign opposition where they can play and assess their skills and I think it is good for them to give them confidence knowing that they have played against foreign opposition and done well. It will give them a big boost going into West Indies regional tournaments and even further afield.”Persaud noted that the reintroduction of their cricketing programme with “a bit more intensity has aided in the build up to the tournament as well as their reinstatement into the Georgetown Cricket Association’s second-division tournaments, two of which they have participated since with a commendable amount of success. The skipper, a former national youth player, explained that the side is fairly young but “can win at least half our matches and possibly get into the top 10 and even push on into the semis and win the tournament.”The top order batsman and capable off-spinner posited that the experience of two past seasons will give them an edge over their oppositions and has delivered valuable lessons to the side, especially with 11 players returning from last year. “This year we are a very improved side, last year we didn’t win any matches but we have sorted ourselves out, we have trained, worked on our weaknesses, worked on our team with some bonding sessions and it is going pretty well,” Persaud said.The team comprises of a number of quality youth players that have built a reputation on the local scene including Vickash and Brandon Jaikaran, Elnathan Suknandan and Amos Sarwan among others. The team will depart on Saturday and will play until July 22.last_img read more

CWC 2019: Virat Kohli reminisces U-19 semi-final against Kane Williamson, remind everyone about his…

first_imgImage Courtesy: Cric TrackerAdvertisement 3m2wgNBA Finals | Brooklyn Vs82zrhtWingsuit rodeo📽Sindre E52hd( IG: @_aubreyfisher @imraino ) bs2qlWould you ever consider trying this?😱0Can your students do this? 🌚v8yfuRoller skating! Powered by Firework Roughly after a decade since their first encounter in the semi-finals of the 2008 U-19 World Cup, Virat Kohli and Kane Williamson will face each other again leading their nations for a potential spot in the World Cup finals.Advertisement Image Courtesy: Cric TrackerThe encounter in Kaula Lampur saw the Men In Blue edge out in a thriller with Virat Kohli dismissing Kane Williamson. The Indian skipper stated that he would remind Williamson about the fact. He said:“I got Kane’s wicket, really??? I don’t think this will happen again,”Advertisement “When we meet tomorrow I’ll remind him. It’s nice to realize that 11 yrs after, we’re captaining our respective nations again in a senior World Cup,”Kohli also proceeded to reflect on the ramifications of that World Cup with several players managing to break through into the senior team. He stated: “A lot of players from that World Cup from our batch, from their batch, from other teams as well, made it to their national teams & are still playing. I think it is a really nice memory. Neither me nor him could have ever anticipated that one day this will happen.”To conclude, the No.1 ranked ODI batsman reminded everyone of his bowling prowess and claimed himself as a lethal bowler unless he doesn’t slip on the pitch.Read Also:CWC 2019: John Cena allies with Team India in a trademark cheeky fashionJadeja and Shami in Tendulkar’s team for the Semi-finals against New Zealand Advertisementlast_img read more