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NEWS TAGGED ANALYSIS
Wednesday 5 October 2022
Equipment supply and demand gap stabilizing for OSATs, IDMs: Q&A with K&S SVP Chan Pin Chong
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...
Wednesday 5 October 2022
EVs add to electricity demand, but not as much as you might think
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,...
Tuesday 4 October 2022
Energy crisis prompts German industry to reflect on decoupling
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...
Monday 3 October 2022
Moore's Law keeps chip leaders ahead of the pack
"Cramming more components onto integrated circuits."
Monday 3 October 2022
Taiwanese IC designers strive to seize future trends
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...
Wednesday 28 September 2022
Supply Chain Summit: Winbond set to reap big in high-capacity flash memory for car uses
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...
Wednesday 28 September 2022
Supply Chain Summit: Golden era of globalization ends while ESG comes into limelight
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...
Tuesday 27 September 2022
Supply Chain Summit: Win the long game, learn new skills, have new partners, play local
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...
Monday 26 September 2022
Samsung's ups and downs (9): Its role on the international stage
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...
Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
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...
Thursday 22 September 2022
Samsung's ups and downs (7): The future direction of the memory industry
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...
Wednesday 21 September 2022
Samsung's ups and downs (6): Caught in an awkward position with the risk of being isolated
Japan and the EU are actively seeking cooperation with Taiwan, and the US has even proposed the Chip 4 semiconductor industry alliance trying to secure its strategic partners in the...
Monday 19 September 2022
Suppliers set to enter production race for 3D NAND with 200+ layers
Global NAND flash makers are on track to start a new round of competition in producing 3D NAND chips with over 200 layers after Micron Technology announced commercial production of...
Friday 16 September 2022
Automotive parts supply yet to reach balance, but demand may soften first
The global automotive digitization and electrification process continues to move forward. Yet for the last two years, it has been stuck due to the automotive chip and lithium battery...
Tuesday 13 September 2022
With high inventory and low demand, PC supply chain may need another year to recover
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the...