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[ANALYSIS] US could ask S. Korea to join OLED sanctions against China

The United States has implemented unprecedented initiatives in semiconductor policy over the last few years, identifying computer chips as the most crucial element of Washingtons rivalry with Beijing. Because the U.S. semiconductor production chain is based off shore, Washington asked its allies including Korea, Japan, Taiwan and the Netherlands to stand together to stay ahead of Beijing in manufacturing advanced semiconductors as China makes rapid progress in defense and technological innovatio...
Soult Ukpyolsi South Korea Kwangju Gwangyoksi United States T Ai Pei South Korean

Samsung's chip business posts $3.4 bil. loss for Q1

Samsung Electronics semiconductor business posted an operating loss of 4.58 trillion won ($3.4 billion) in the first quarter due to the prolonged downturn of the global chip industry, the chip giant said, Thursday. Despite suffering slumping demand and price declines, the company expects its business will rebound in the second half of the year.
Kim Jae June Baek Byung Yeul Gyeonggi Province Courtesy Of Samsung Electronics Device Solutions Samsung Electronic Gyeonggi Province

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Why Warren Buffett could regret TSMC sell-off amid Taiwan geopolitical tensions

Not only is TSMC hugely profitable, it is growing exceptionally fast and has a virtual stranglehold on the global semiconductor supply chain. Sentiment towards TSMC remains bullish, thanks in part to the firmโ€™s strong fundamentals and relatively cheap shares from a geopolitical discount.
Taiwan Semiconductor Manufacturing Company United States Taiwan Strait Warren Buffett Berkshire Hathaway Covid 19
Source: scmp.com

FUJIFILM Europe GmbH: Fujifilm breaks ground on new €30 million (¥4.5 billion) expansion to grow semiconductor materials manufacturing capabilities in Europe

Expansion at FUJIFILM Electronic Materials (Europe) N.V. in Antwerp, Belgium, a manufacturer of materials used to make and modify patterns on silicon chips. ANTWERP, Belgium, April 27, 2023 (GLOBE
Hans Vloeberghs Europe Gmb Andy Ross Tetsuya Iwasaki Deputy Head Of Corporate Communications Electronic Materials Leadership Team

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