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NEWS TAGGED ANALYSIS
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...
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...