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Taiwanese fab UMC has made significant new partnerships this week, signaling shifts in the global supply chain after the Biden administration raised the tariffs on Chinese semiconductors by 100%. However, as foreign demand turns to Taiwan, China continues to draw ever more insular with no signs of being wounded.
According to Taiwan’s Economic Daily News, UMC started new long-term relationships with Texas Instruments and Infineon this week. UMC is the world’s third-largest pure-play semiconductor foundry, falling just shy of China’s SMIC and sitting well behind TSMC’s commanding lead. UMC also received massive restock orders from MediaTek…