Taiwan and Europe should work hand in hand in the transition to 450mm wafer production, which would benefit the semiconductor industry and other industries, the EU representative to Taiwan said yesterday.
“In times of economic crisis like this, it is important to keep a long-term strategy that goes beyond immediate reaction,” Guy Ledoux, head of the European Economic and Trade Office in Taipei, said at an EU-Taiwan workshop on the transition.
Few industries can succeed without the use of microchips, Ledoux said, adding that if countries do not work together in the transition to 450mm wafer production from the current standard 350mm, many other industries would run the risk of losing out on benefits.
Given that the semiconductor industry and its related research institutions are essential for both Europe and Taiwan, the workshop is a facilitator for closer cooperation and exchanges between Taiwan and Europe, Ledoux said.
Meanwhile, Advanced Micro Devices Inc’s new chip manufacturing unit, Globalfoundries, expects business at semiconductor companies to “quickly” pick up if demand rebounds, given low inventory levels in the industry.
“It is a much tighter supply chain than several years ago, when there was an overabundance of inventory,” Doug Grose, chief executive officer at Globalfoundries, said in a telephone interview yesterday.
“End-user demand will translate through to wafers and other parts of the supply chain very quickly,” said Grose, who didn’t provide a forecast for the chip industry.
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IN GOOD FAITH: Lai said he appreciates Micron’s commitment to Taiwan and that it would continue expanding its investment in the country, while also working with labor President William Lai (賴清德) yesterday called for US memory maker Micron Technology Inc and its workers to negotiate “sincerely” ahead of a possible strike by the company’s union in Taiwan. Last week, a Taiwanese union representing workers at Micron said it had secured authorization from its members to strike over a dispute concerning the company’s bonus scheme, escalating a labor conflict at the chipmaker’s largest manufacturing hub. Micron employs about 15,000 people in Taiwan and has said it invested more than NT$1.6 trillion (US$49.6 billion) in the country. Speaking in Taichung at the opening of a new Micron advanced assembly and testing facility,
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Microsoft Corp chief executive officer Satya Nadella said companies should treat powerful artificial intelligence (AI) models as potential insider threats, assume they could be compromised and create an “emergency brake” system to prevent agentic models from going rogue. Nadella said that those deploying advanced AI should not rely on assurances from model makers. “We must assume a model is compromised and contain it from the start,” Nadella wrote on Saturday in a post on X. “Think of it like an emergency brake. An authorized person should always be able to pause or shut down a model mid-task.” The statement comes as Anthropic PBC