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NEWS TAGGED ANALYSIS
Thursday 30 March 2023
Analysis: China is forming new geopolitical blocs to accelerate the Great Decoupling
If the Great Power competition between China and the US is a game of Go, China's recent moves demonstrate its effort in assembling a coalition to counter-surround the US semiconductor...
Monday 20 March 2023
Are the world's tech behemoths getting more bang for their lavishly splurged R&D bucks in 2022?
R&D is the bedrock upon which an enterprise's commercial triumphs are built. Any disappointing outcome or inefficiency originating therefrom can spell out the company's economic...
Tuesday 14 March 2023
IC verification labs see demand pick up for system vendors' self-developed chips
The efforts of system device vendors to develop new chips in-house have been stalled since the third quarter of 2022, but they have recently resumed their "acceleration track," according...
Wednesday 8 March 2023
EV impact: ADAS sensors
LiDAR, a light sensing technology that creates a 3D map of a car's surroundings, is used in partial automation as a short-term objective, and is set to help achieve fully autonomous...
Friday 3 March 2023
With Tesla rumored to cut 75% of SiC demand, Taiwan's power semiconductor sector offers their analysis
EV leader Tesla emphasized in its 2023 "Investor Day" that its next car model will aim to reduce assembly costs by 50%. It was also implied that Tesla will reduce around 75% of its...
Wednesday 1 March 2023
EV impact: availability of public charging piles
Taiwan's government announced a plan to phase out gas-powered vehicles by 2040. The high population density could make Taiwan a world leader in the frequency and efficiency of charging...
Wednesday 22 February 2023
EV Impact: innovation in key components and applications
Chip shortage resulted in around 4 million fewer vehicles being built in 2022. We can expect automotive chip shortages to continue throughout 2023. Since many automotive microcontrollers...
Monday 20 February 2023
EV Impact: smart cockpit
CES 2023 showed how technology has transformed the future of mobility. Everyone can see automakers and tech firms grow closer. Software-defined vehicles take the center stage. The...
Tuesday 14 February 2023
EV Impact: new entrants
Tesla still holds more than half of the U.S. electric vehicle market, but due to affordable vehicles entering the market, it remains unknown if they will maintain a market share of...
Friday 10 February 2023
EV Impact: on China's carmakers
There are four types of players in EV race: Chinese automakers, traditional car brands, emerging auto companies and big techs. Let's explore the business strategies, market trends,...
Thursday 9 February 2023
MA-tek enjoys nearly 20% revenue surge in January
IC verification lab Materials Analysis Technology (MA-tek) saw its revenue increase nearly 20% from a year earlier to US$362 million (US$12.03 million) in January 2023, thanks to...
Monday 6 February 2023
Taiwan semiconductor industry revenue totaled US$175 bn in 2022
Taiwan-based semiconductor firms had a total revenue of US$175 billion in 2022. With the semiconductor industry accounting for 65% of the added value compared to the total GDP, the...
Wednesday 1 February 2023
UMC, Cadence collaborate on 3D-IC hybrid bonding reference flow
United Microelectronics (UMC) and Cadence Design Systems have jointly announced that the Cadence 3D-IC reference flow has been certified for UMC's chip stacking technologies.
Friday 27 January 2023
miniLED-backlit LCD, OLED in competition for use in automotive displays
Before microLED technology becomes mature for commercial use, miniLED-backlit LCD panels will compete with OLED panels for application to high-end automotive displays.
Thursday 19 January 2023
Opinion: Can Gelsinger's wishful goal be achieved?
Intel CEO Pat Gelsinger expressed at the DAVOS Forum on the 17th of this month (January 2023) that he hopes the global chip market will reduce its dependence on Taiwan.