DISRUPTIVE.ASIA
10.5.2021 12:02:10 CEST | Business Wire | Press release
Disruptive.Asia comments that a global shortage of semiconductors is expected to last until at least next year, which – along with geopolitical tensions, COVID-19 and other factors – has shone a spotlight on the vulnerability of the world’s semiconductor supply chain. While that’s encouraging various countries to beef up their domestic chipmaking capabilities – particularly China, which is already ahead of that particular curve – semiconductor players warn that self-sufficiency should restore balance to the global supply chain rather than replace it.
Disruptive.Asia believes that the current chip shortage is the consequence of issue of US export rules which prevent any company that uses US technology in any part of the chipmaking process from doing business with Huawei. Disruptive.Asia learns from C-level executives from Taiwan Semiconductor Manufacturing (TSMC) that the US crackdown on chip exports to China caused a rush to stockpile chipsets, creating short-term imbalance in the supply chain.
US’ acts have spurred China to beef up its own chipset capabilities to rely less on Western companies, with the goal of developing self-sufficiency in its domestic chipset sector by 2025. According to Li Ke of the China Semiconductor Industry Association, with China having already established a presence at every part of the 28nm-technology industry chain, China’s 28-nm chips are expected to become mature this year.
China is also making progress with smaller nodes, with 14-nm chips produced by Semiconductor Manufacturing International Corporation (SMIC) becoming a growing source of revenue for the firm, and expected to become mature in 2022. Meanwhile, a Goldman Sachs report in July 2020 predicted SMIC would be able to start producing 7-nm chips by 2023.
From Disruptive.Asia’s point of view, regardless of how geographical overconcentration of the global chip supply chain is addressed, the chip shortage is the most immediate problem – and it’s one that’s not going away soon. Consequently, semiconductor players are planning sizable investments in new fabs to scale up capacity.
About Disruptive.Asia
Disruptive.Asia covers the current state of digital disruption in the Asia-Pacific telecoms, fintech and internet sectors – where it’s coming from, what’s driving it, the impact it’s having on each industry, how the key players are responding and what’s next.
View source version on businesswire.com: https://www.businesswire.com/news/home/20210510005297/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Financial Services Increases AI Investment Faster Than Wider Market, While Maturity Remains Level28.10.2026 09:56:00 CET | Press release
HTEC research finds 42% of financial services and insurance executives report significantly increased AI investment, compared with 28% across industries, while AI maturity remains in line with the wider market HTEC, the global AI technology and engineering leader, today released its research on AI Value realization in financial services and Insurance. Organizations in this sector are increasing AI investment more aggressively than the wider market, but the sector has yet to establish a corresponding lead in AI maturity, according to new research from HTEC. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261028854882/en/ HTEC, the global AI technology and engineering leader, today released its research on AI Value realization in financial services and Insurance. Organizations in this sector are increasing AI investment more aggressively than the wider market, but the sector has yet to establish a corresponding lead in AI matur
Powens Launches Connector Agentic Factory, an AI System to Build and Fix Open Finance Connectors28.10.2026 09:00:00 CET | Press release
A new chapter in Powens' ambition: Connector Agentic Factory is Powens' new AI system to build, extend and repair Open Finance connectors, a key step toward becoming the most complete and reliable Open Finance infrastructure in EuropeAlready at work: 12 new connectors delivered across Europe, and repairs completed in minutes rather than daysNo control loss: every connector the AI proposes is still reviewed and approved by Powens engineers before it goes live Powens, a leading European Open Finance infrastructure provider, today announced the launch of its Connector Agentic Factory, an internal AI system that is capable of building new Open Finance connectors and repairing existing ones. Connectors are the technical links that let banks, fintechs, and financial apps securely retrieve a customer's financial data, or make payments, from a bank or other institution. Powens maintains more than 1,800 of them across Europe, and they underpin the services that banks, fintechs, lenders, wealth
Ant International CEO: Achieving Inclusion Is Critical to Re-Globalisation, and AI Will Accelerate It by Democratising Opportunities28.10.2026 07:24:00 CET | Press release
Speaking at the United Nations Trade and Development (UNCTAD) World Investment Forum 2026 panel, “Investing in AI for an Inclusive Digital Future”, Ant International CEO Peng Yang called for a new, inclusive “re-globalisation” project that harnesses AI and digital connectivity to give small and medium-sized enterprises (SMEs) greater access to global markets and opportunities. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261027567337/en/ Ant International CEO Peng Yang speaks at the United Nations Trade and Development (UNCTAD) World Investment Forum 2026 “Globalisation 1.0 mostly benefited large enterprises, and a lot of SMEs very rarely got to participate in the global economy,” said Yang. “Achieving inclusion is critical to re-globalisation, and AI will accelerate it by democratising opportunities.” 1. The limitation of Globalisation 1.0 and how AI and other innovations offer a chance to improve Yang said one of the gre
LTM Launches GCC Origin: A New Independently Operated Business Unit for Next-Generation Global Capability Centers28.10.2026 06:04:00 CET | Press release
LTM, the Business Creativity partner to the world’s largest enterprises, today announced the launch of GCC Origin, a dedicated business unit to help enterprises establish, operate, scale and transform Global Capability Centers in India. As GCC needs evolve in the AI era, enterprises are seeking greater scale, speed and integration. GCC Origin represents the evolution of LTM’s GCC strategy to meet these changing needs. Operating as a standalone business unit within LTM, GCC Origin will have dedicated leadership, sales and delivery teams, specialist expertise and significant investment. LTM has appointed Shailendra Singh to lead the business unit, reporting to Venu Lambu, Chief Executive Officer and Managing Director, LTM. GCC Origin brings together strategy, AI, technology, talent, infrastructure, operations and ecosystem partnerships under one integrated model. Spanning site selection, workplace and infrastructure, operational readiness and turnkey facilities across Tier 1 and Tier 2 c
Hitachi Unveils a New Global Digital Services Company Turning Cloud, Data and AI Into Measurable Business Outcomes: Hitachi Digital28.10.2026 01:00:00 CET | Press release
Uniting GlobalLogic and Hitachi Digital Services under a single global brand, Hitachi Digital will deliver end-to-end capabilities that help organizations in complex, mission-critical industries drive business transformation Hitachi, Ltd. (TSE:6501, “Hitachi”) today announced plans to launch Hitachi Digital Inc. (“Hitachi Digital”), a new global digital services company, on April 1, 2027, in accordance with the integration plan announced in January 20261. Hitachi Digital will unite Hitachi’s U.S. subsidiaries, GlobalLogic Inc. (“GlobalLogic”) and Hitachi Digital Services LLC (“Hitachi Digital Services”) under a single company using the Hitachi brand, with a brand campaign launching today. Hitachi Digital will steadily guide enterprise digital transformation at the convergence of cloud, data and AI toward concrete business results. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261027531796/en/ Hitachi unveils a new global di
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom