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NEWS TAGGED ANALYSIS
Tuesday 15 November 2022
US bans may not be loosened for next 5 years, which benefits Korean memory brands, says Silicon Motion
Wallace Kou, CEO of NAND Flash controller chip maker Silicon Motion (SMI), believes that the US's semiconductor sanctions on China won't budge at all for the next 5 years, regardless...
Monday 14 November 2022
SMIC increases capex to secure equipment, talent not affected by US restrictions
China's largest chip foundry, Semiconductor Manufacturing International Corp (SMIC) expressed pessimism about the possibility of a business turnaround in the near term during its...
Thursday 10 November 2022
Germany blocks sale of two chipmakers to China
Germany on Wednesday blocked the sale of two chipmakers to Chinese investors because of a potential threat to security.
Friday 4 November 2022
Tell-tale export data from Taiwan show US-China market power rebalancing
Taiwan's electronic companies such as Foxconn, Pegatron, and Wistron used to produce more than 90% of the laptops in China. Many scholars say the outbreaks of trade war and pandemic...
Thursday 3 November 2022
For traditional car manufacturers, new carmakers present both crisis and opportunity
When cars meet smart technology, where do the two intersect? With 25 years of experience in the automotive, ICT, and telecom sectors, Garmin Asia's automotive OEM group managing director...
Tuesday 1 November 2022
BIS FAQ reflects enforcement complexity on chip ban
Three weeks after announcing the advanced computing and semiconductor manufacturing equipment rule, the Bureau of Industry and Security (BIS) of US Department of Commerce's first...
Tuesday 1 November 2022
Tier 0.5 to rise as new trend amid car supply chain restructuring
With the electronic/electrical architecture (EEA) gaining application momentum in the development of intelligent vehicles, the automotive supply chain is also being restructured,...
Tuesday 1 November 2022
Mac joins decline trend; PC sector could see double-digit drop in 2023
In 3Q22 (FY 4Q22 for Apple), Apple's Mac saw record highs in sales. Yet, Apple has warned that the 4Q22 sales will see a clear decline compared to 4Q21, falling to the same fate as...
Tuesday 1 November 2022
Main China battery makers to actively expand production capacities
First-tier China-based lithium battery makers, in view of booming demand for batteries used in electric vehicles and energy storage systems, will actively expand production capacities...
Monday 31 October 2022
For chip firms, China contingency plans should be discussed sooner rather than later
The new US export restrictions on semiconductor technology put the companies of Chip 4 partner countries in a difficult place. With a big sunk cost in a market with a 1.4 billion...
Thursday 27 October 2022
Qisda regards demand pick-up in 2H23 as best-case scenario
A pick-up in demand starting the second half of 2023 would be the best-case scenario for most ICT players, against deflation as the worst state, according to Peter Chen, chairman...
Wednesday 26 October 2022
Vietnam sees fastest growth in Southeast Asia for two years
Prime Minister Pham Minh Chinh is confident Vietnam's growth will exceed expectations this year, and retain the title of Southeast Asia's fastest-growing economy through next year,...
Wednesday 26 October 2022
Leaders in semiconductor in 2030 (5): India is no longer a bystander
The "Art of War" maintains: If you don't see chances of winning, you defend; and if you do see chances of winning, you attack. The Indians believe that their market has the greatest...
Tuesday 25 October 2022
Chiplet mass adoption easier said than done
As the semiconductor industry once again frets over the future of Moore's Law, the notion of chiplets has gained traction, especially as the technology has come to be prominently...
Tuesday 25 October 2022
What Apple suppliers' report tells us about Asia supply chain?
Since the US-China trade war, the pandemic, and China's non-tolerance COVID policy, electronics suppliers have been keen to relocate their manufacturing facilities. India may be in...