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NEWS TAGGED ANALYSIS
Thursday 4 August 2022
From 80/20 rule to 90/10
In the post-industrial era, globalization and efficient management have given everyone a deep understanding of the 80/20 rule. Each of us understands that 80% of the added value may...
Thursday 4 August 2022
SEA PMI mostly down in July except in Thailand, Indonesia, and Malaysia
Southeast Asia's manufacturing purchasing managers' index (PMI) mostly decreased.
Wednesday 3 August 2022
SIA: Global chip sales up 13.3% in 2Q22 but June sees first Y/Y drop in 16 months
The Semiconductor Industry Association (SIA) released Q2 2022 worldwide sales of semiconductors totaled US$152.5 billion, up 13.3% on year and increased 0.5% from the first quarter...
Tuesday 2 August 2022
Japan subsidies for Kioxia-WD NAND flash plant: A step towards 'Chip 4 Alliance'?
Following the subsidies to TSMC's 300mm fab in Kumamoto and TSMC's 3DIC R&D center in Ibaraki, Japan's Ministry of Economy, Trade and Industry (METI) has lately announced plans...
Tuesday 2 August 2022
Taiwan and Samsung need to rely on each other
With Intel and Samsung Electronics making frequent moves to target their common competitor TSMC, the media may be able to observe the changes in the industry from a different perspective,...
Tuesday 2 August 2022
US takes two-prong strategy to stifle China chip tech advancement
Following the escalation of US tech export restriction on semiconductor equipment to cover processing tools for 14 nm and below, which has been confirmed by two American equipment...
Tuesday 2 August 2022
China leading global NEV market with 59% of sales
China advances its leading position in the global New Energy Vehicle (NEV) market as the pandemic and the Russia-Ukraine war impact Europe. According to data from the China Passenger...
Monday 1 August 2022
Is the US Chips Act too little, too late?
US legislators have passed the US$52 billion Chips Act. However, some commentators have claimed what the US is doing is perhaps too little, too late.
Monday 1 August 2022
Chips Act: With subsidies come the real challenges for chipmakers
With the US Congress passing the Chips and Science Act of 2022 on July 28, awaiting the US president Joe Biden to sign it into law, the global chips industry is far from having a...
Monday 1 August 2022
Renesas, UMC Q2 results firm on strong auto and industrial chip demand
There is a very obvious diverge in the Q2 financial results of semiconductor companies – those with automobile and industrial grade chips taking the majority of their operations...
Friday 29 July 2022
Intel reports disappointing Q2 performance amid gloomy outlook
Intel released its Q2 2022 financial results on July 28, showing a 22% decline in GAAP revenue on year, to US$15.3 billion, and reported US$500 million in losses for the quarter,...
Wednesday 27 July 2022
What strategies should Taiwan embrace?
Taiwan's semiconductor industry is in the limelight, or perhaps in the "crosshairs." As a leader, Taiwan's semiconductor industry must consider various key issues that will affect...
Wednesday 27 July 2022
Intel gets IFS order while MediaTek gets multiple birds with one stone
Just as the world awaits the US Senate vote on the Creating Helpful Incentives to Produce Semiconductors (CHIPS) for America Act, Intel announced that Taiwan-based fabless company...
Monday 25 July 2022
Structural advantage
TSMC's had 24.9% growth in sales in 2021 and it is estimated that it may be close to 30% in 2022. TSMC chairman Mark Liu has said the foundry has a structural advantage. I don't know...
megawin
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