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NEWS TAGGED GEOPOLITICS
Wednesday 21 September 2022
OSATs see uncertainty in new GPU orders from Nvidia, AMD
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
Tuesday 6 September 2022
Entering an age of vertical globalization: Q&A with geopolitical futurist Abishur Prakash
The fresh US export restrictions on chips to China and Russia seem to have pushed the decoupling of the semiconductor technology a step further. DIGITIMES Asia had an exclusive interview...
Wednesday 24 August 2022
US, Europe keen on promoting localized EV battery production
The US and European countries are aggressively proceeding with deployments in localized production of EV-use batteries while makers in China continue to accelerate capacity expansions...
Wednesday 3 August 2022
Pelosi said to meet TSMC chairman and founder in Taipei
US House speaker Nancy Pelosi made headlines of major Taiwan newspapers today as she defied the threats of China and persisted her visit to Taiwan with a congressional delegation...
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 19 July 2022
Industry strategies and geopolitics
As an entrepreneur and industry analyst, I have never told anyone asking for advice that there is "no solution": There is always a solution and the only difference is whether it's...
Monday 6 June 2022
We have to live with geopolitics and epidemic
In 2022, geopolitics, tight supply chains, inflation, and pandemic are the four major variables affecting the international economic and trade environment. Of the four, geopolitics...
Wednesday 4 May 2022
Can China come from behind and win the race?
Before commenting on the intrinsic strength of China's semiconductor industry, we must have an elaborate study on China's semiconductor market and industrial structure. According...
Wednesday 20 April 2022
Who dominates the global semiconductor market?
The semiconductor industry with a sophisticated division of labor has seen a rapid evolution over more than 60 years, during which the global capital market also has played a key...
Tuesday 19 April 2022
Geopolitical climate is changing global semiconductor value chain
While Russian troops were bombing Ukraine, a US delegation led by Michael Glenn Mullen, ex-chairman of the joint chiefs of staff, arrived in Taiwan, followed closely by a separate...