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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...
Tuesday 20 February 2024
Terminal market acceptance key to 2024 AI momentum
Despite lingering uncertainties in the overall economic outlook, most industry observers foresee the momentum in AI development will continue to be the primary growth driver in 202...
Friday 16 February 2024
IC design houses mixed about near-term AI PC market outlook
IC design firms have mixed views about the near-term outlook of the AI PC market despite the general belief that it is on the right track technologically in the long run.
Thursday 15 February 2024
Appier's 84% revenue surge in key markets
Appier, a leader in AI-driven martech, has reported a landmark fiscal year 2023, with both revenue and profits reaching unprecedented highs. The company saw a remarkable 84% year-on-year...
Thursday 15 February 2024
Unveiling the three key developments in generative AI business adoption: insights from Appier's CTO
In 2023, Appier, a Taiwan-based leading AI Software as a Service (SaaS) company, made headlines by recruiting industry veterans Robert Chen, formerly of Microsoft and real estate...
Thursday 15 February 2024
2024: opportunities and obstacles in the PCB industry
PCB manufacturers worldwide are grappling with a common question: can the resurgence...
Thursday 8 February 2024
Fate of panel industry in 2024 depends on three factors
Sports events, AI PCs, and industry production adjustments will affect the recovery momentum of the panel industry in 2024.
Thursday 1 February 2024
AUO MicroLED tech to be applied to more applications; outlook for 2024
AUO, which began its shipments of MicroLED smartwatch displays at the end of 2023, plans to commercialize its MicroLED display technology for TVs and transparent monitors. According...
Wednesday 31 January 2024
Survey snapshot: 81% of AmCham members bullish on Taiwan's economic outlook for 2024
The American Chamber of Commerce in Taiwan (AmCham) recently released its 2024 Business Climate Survey, revealing a notable upswing in confidence among its members regarding...
Wednesday 17 January 2024
World Economic Forum report reveals high-income economies are more optimistic on AI prospects
A recent World Economic Forum (WEF) focusing on the impact of geopolitics and AI revealed that respondents from high-income economies are more optimistic about the prospect of enhancing...