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NEWS TAGGED EDITORIAL
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
2024 Industrial Outlook (5): the cliff-like economic growth model
Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated...
Tuesday 5 March 2024
2024 Industry Outlook (4): Automobile production migration from advanced to emerging countries
The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth.
Friday 1 March 2024
2024 Industry Outlook (3): Using economic data to assess industry directions in Taiwan and China
In 2023, Taiwan's exports declined by 9.8%, which is of course related to the weakening of electronics exports, but with a total export value of US$432.5 billion, a trade surplus...
Thursday 29 February 2024
2024 Industry Outlook (2): ICT industry performance reflects economic health in Taiwan
In 2023, 940 plus publicly listed electronics companies in Taiwan reported a total of US$833 billion in revenues, down 12.6% from US$953 billion in 2022. This number reflected the...
Tuesday 27 February 2024
2024 Industry Outlook (1): cross-discipline competitions and diversified business development
Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When...
Monday 19 February 2024
Colley Hwang: Taiwan-Japan best match in semiconductor synergy
Geopolitical pressures and changes in industrial structure are driving strategic collaborations among semiconductor companies, with various countries or regions incentivized for partnerships,...
Tuesday 6 February 2024
Japan's semiconductor renaissance (2): advanced packaging and materials
The Japanese government's efforts to attract foreign semiconductor investment have been very effective, with almost every major international semiconductor manufacturer responding...
Monday 29 January 2024
Japan's semiconductor renaissance (1): manufacturing and equipment
In the second half of the 1990s, Samsung Electronics came to the forefront of Dataquest's DRAM manufacturer rankings. NEC and Toshiba were in second and third place, and other Japanese...
Tuesday 16 January 2024
Semiconductors opportunities in emerging markets
India is bound to be a strategic partner for the United States in terms of demographics, domestic market, software talents, and national strategy.
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Navigating uncharted waters of the 'Silicon Era of Discovery'
In 1492, Queen Isabella of Spain drove out the Moors and supported Christopher Columbus in discovering the New World, evoking a pivotal moment in the Age of Discovery.
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence...
Wednesday 3 January 2024
A paradigm shift in semiconductor materials development (2)
In the decade since AlphaGo was introduced, neural networks in machine learning have been gradually applied to various industrial and commercial scenarios. One of the applications...
TPCA
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