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NEWS TAGGED ANALYSIS
Monday 4 July 2022
Will Apple lead global supply chain to grow again with new product offering?
Apple CEO Tim Cook has been hinting at Apple's work on augmented reality (AR) in an interview with media, telling fans to "stay tuned" and see what they have to offer. Something is...
Friday 1 July 2022
Asia IC50: China firms supercharged in revenue growth, thanks to chip crunch and government policy drive
Chinese companies in Asia IC50 2022 ranking attracted attention over their surprisingly high revenue growth in 2021, which are much higher than the growth of their peers in South...
Thursday 30 June 2022
Asia IC50: Beginning of downturn or start of golden era?
DIGITIMES released the Asia IC50 2022 ranking on June 30 as the semiconductor industry is sailing into a sea of uncertainties. The stellar performance of semiconductor industry companies...
Tuesday 28 June 2022
How Taiwanese battery module suppliers differentiate from Chinese ones
Taiwan-based battery module suppliers still hold a solid market share despite being challenged by Chinese large module makers in IT industry, thanks to their expertise in detection...
Tuesday 28 June 2022
MSScorps sees promising demand for advanced packaging, 3rd-gen semiconductors
IC analysis and inspection lab Material Science Service (MSScorps) is upbeat about its longer-term business prospects, citing brisk demand for advanced packaging and third-generation...
Monday 27 June 2022
Competition poised to heat up in 3-horse race for 3/2nm processes
Foundry market competitions among TSMC, Samsung Electronics and Intel will heat up significantly as they are advancing to 3/2nm manufacturing nodes, and it seems that Samsung will...
Monday 27 June 2022
ASE connects ESG standards and frameworks dots
Sustainability reporting is constantly evolving. The foundations of environmental, social, and governance (ESG) are grounded on Socially Responsible Investing (SRI) and built up to...
Monday 27 June 2022
CoreTech System joins hands with Microsoft Azure and creates new values for application of molding analysis
As Industrial 4.0 and smart manufacturing emerge, the integration of virtuality and reality has become the mainstream. This trend has subsequently brought changes to the landscape...
Friday 24 June 2022
Professional views on 'harmonization' of sustainability standards (Part 4)
Some professionals believe that harmonization of sustainability standards will make it easier for companies to assess and manage their risks. Others believe that harmonization of...
Wednesday 22 June 2022
Harmonizing alphabet soup with mixed recipes for ESG reporting (Part 3)
Not only are chefs often lost in the various recipes out there, but people in the corporate world can also be easily confused when it comes to environmental, social and governance...
Tuesday 21 June 2022
UBS: Chip correction has just begun, likely to trough in 2Q23
UBS Global Research's Taiwan analysts warned on June 20 in a press conference that due to uncertainties in macroeconomics, end-product demand slump and the correction in inventory,...
Thursday 16 June 2022
Global fab equipment spending likely plateauing in 2023
Fab equipment spending in 2023 is forecast by SEMI to remain at US$109 billion, staying flat from the predicted spending in 2022, symbolizing the plateauing of capacity investments...
Thursday 16 June 2022
What can foreign battery makers in US learn from TSMC?
As battery demand for energy storage and electric vehicles (EV) rises in the US, lithium battery makers with foreign investment in the country could face similar challenges that TSMC...
Wednesday 15 June 2022
ESG reporting needs creativity (Part 1)
ESG reporting is not merely about numbers and data. It is also about storytelling. More particularly, communicating the company's values to investors, and being able to provide a...
Tuesday 14 June 2022
IC analysis labs upbeat about 2H22
Taiwan's IC analysis and inspection labs are optimistic about better performance in the second half of 2022 than the first half, bolstered by increasing wafer material analysis (MA)...
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