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China’s surging chip tool imports from south-east Asia

The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

Hi everyone! This is Cheng Ting-Fang, your #techAsia host for this week.

In just the past few days, I found myself at two groundbreaking ceremonies for chip suppliers. One was down in southern Taiwan in Kaohsiung, close to TSMC’s most cutting-edge 2-nanometre plants. The other was in Taipei, near where new offices are being taken over by Nvidia and AMD. Despite the celebratory mood, both events carried the same underlying message: Demand is still outpacing supply.

Under the tropical April sunshine, with temperatures climbing over 30C in Kaohsiung, ASE, the world’s largest chip packaging and testing service provider, broke ground on a $3.4bn project to build an advanced chip testing facility. The site is expected to start production in 2027.

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