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...
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...
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...
Taiwan's semiconductor industry production value is still expected to enjoy single-digit growth in 2023, with TSMC being a major growth driver, according to semiconductor analysts.
Automotive chips and power devices continue to see uneven supplies, and Taiwan's leading OSATs including ASE Technology and international IDMs such as Infineon, Renesas, NXP, ST Microelectronics...
California recently asked homeowners to reduce electricity consumption to help avoid blackouts as temperatures soared and the power system struggled to keep up. The plea was effective,...
As tension with Russia rises, German suppliers have begun to reflect on autonomy and the the potential repercussions of decoupling from China. The German commerce media Markt...
The supply chain has changed as competition between the US and China intensifies, but the Taiwan-based IC design industry has not been directly affected. At the start of the US-China...
The memory industry is being greatly affected by the cyclical fluctuations of the economy, but automotive and industrial control applications have become the mainstay for NOR and...
On the second day of the DIGITIMES Asia-hosted Supply Chain Summit, experts shed light on ESG compliance challenges on the global supply chain. Harvard Business School professor Willy...
The global supply chain is entering uncharted waters where geopolitical power struggle, climate change, and economic uncertainties are coalescing into a perfect storm, and old playbooks...
In the medium to long term, the most likely candidate that could beat TSMC is not Samsung Electronics, but Intel. South Korea, like Taiwan, sees its advantage in hardware manufacturing...
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of...
Memory is Samsung Electronics' main source of profit, so of course, Samsung needs to explore its future strategy in the context of memory. Basically, non-memory and DRAM focus on...
