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NEWS TAGGED ANALYSIS
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...
Monday 24 October 2022
Beware of zero-sum game in US-China chip war that could last a decade
The White House issued National Security Strategy on October 12, revealing plans for the "decisive decade" for competition between democracies and autocracies. Out-competing China...
Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Friday 21 October 2022
ASML reiterates optimism as on-shoring demand bolsters growth
Dutch semiconductor equipment manufacturer ASML's Q3 financial report exhumes optimism over the outlook through 2025-2030 due to the limited direct impact of the US-China Chip War...
Thursday 20 October 2022
Chip supply becomes ever more critical as US defense industry wakes up to new geopolitical challenge
WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and...
Thursday 20 October 2022
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu's" Art of War" maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country...
Tuesday 18 October 2022
China's EV startups defy funding slump with US$6 billion of deals
China's electric vehicle startups are defying the venture capital winter. While the country is leading a global contraction in VC investment, its auto sector has taken the top spot...
Tuesday 18 October 2022
IC inspection labs score record profits in 3Q22
Taiwan-based IC analysis and inspection labs including Materials Analysis Technology (MA-tek) and Integrated Service Technology (iST) and Materials have reported impressive profit...
Monday 17 October 2022
Xi reveals technology strategies in his report to CCP's 20th National Congress
The 20th National Congress of the Chinese Communist Party (CCP) raised the curtain on October 16 in Beijing, during which CCP's secretary general, Xi Jinping, made a 2-hour report,...
Monday 17 October 2022
MiniLED is superior in VR while microLED in AR
Along with fast development of metaverse applications, display technology plays an important role. miniLED has gained the upper hand in head-mounted VR devices while microLED is expected...
Friday 14 October 2022
Taiwan semiconductor development model could hardly be replicated, says Realtek VP
Taiwan's semiconductor development model, featuring good discipline among local players and strong mass production capability, is hard to be replicated in other places, but Taiwanese...
Friday 14 October 2022
Taiwan industries should deepen ecosystems, refocus operations amid worsening US-China tensions, says Advantech board member
Taiwanese businesses must step up efforts to deepen their industry ecosystems, reposition their roles in supply chains and refocus their business operations, so as to meet challenges...
Friday 14 October 2022
US-China chip war no end in sight? Probably not until February 2023
Despite headwinds on geopolitical risks and cyclical correction, TSMC continued to deliver record performance for 3Q22. However, the 37% drop in its stock prices year to date reflected...
Thursday 13 October 2022
IRA conducive to Taiwan PV makers' investment in US, says SAS chairwoman
The US Inflation Reduction Act (IRA) effective in mid-August 2022 encourages investment in manufacturing of PV products in the US by tax incentives and/or subsidies, and this affords...
Tuesday 11 October 2022
US wages advanced chip war to thwart China tech prowess
The US announced a series of new rules expanding the export restriction on China on October 7, including a ban on advanced chips used for high-performance computing (HPC) applications...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research