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Tuesday 23 May 2023
Micron could lose US$3 billion in revenue injection from China
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring...
Monday 22 May 2023
Samsung, other South Korean firms slip in China market amid US-China tensions
South Korean companies, including Samsung Electronics, experienced a sales decline in China, reaching a nine-year low amid escalating tensions between China and the United States...
Monday 22 May 2023
Intel CEO Pat Gelsinger visits South Korea, explores opportunities with Samsung Electronics
Intel CEO Pat Gelsinger recently embarked on a visit to South Korea and held a meeting with TM Roh, the head of Samsung Electronics' Mobile Experience (MX) Division, to discuss cooperation...
Monday 22 May 2023
Leadframe supplier CWTC opens new factory in southern Taiwan
Chang Wah Technology (CWTC) has inaugurated a new facility in Kaohsiung, southern Taiwan, where it will manufacture leadframes for advanced quad flat no-lead (aQFN) packaging, third-generation...
Monday 22 May 2023
Clear strategy, flexible tactics
In the two decades between 2000 and 2020, Taiwanese firms did business in China rarely in collaboration with one another. For the manufacturing of notebooks and handsets, whoever...
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Friday 19 May 2023
Korea trade minister says Republican win may lower IRA tax boon
South Korea believes the US may reduce the tax credits in President Joe Biden's landmark clean energy law, which encourages automakers to manufacture electric cars in the US, should...
Friday 19 May 2023
With semiconductor recovery schedule unclear, Samsung rumored to delay investment in 4nm production
With the semiconductor demand recovery timing uncertain, iti s rumored that Samsung Electronics will adjust its schedule and postpone its investment to add a production line at its...
Friday 19 May 2023
G7: Micron's investment in Japan seen as US countermeasure to China
The G7 summit of this year took place in Hiroshima, Japan, accompanied by Micron's announcement of a US$3.6 billion investment to introduce ASML's extreme ultraviolet (EUV) equipment...
Friday 19 May 2023
With China's smart manufacturing talent unable to replenish in time, Taiwanese AI companies aim to take the lead
Taiwan's AI startups are actively trying to break into the Chinese market, where there is still a huge demand gap. They stated that right now, China's smart manufacturing talents...
Friday 19 May 2023
Panasonic hikes battery-related capital spending, looking to build two plants in North America
Panasonic is laying the foundation for ramping up EV battery production. It announced on May 18 that it will boost capital spending on battery-related operations to JPY381 billion...
Friday 19 May 2023
Korean AI chip startups face losses in 2022 despite ChatGPT momentum
Although the artificial intelligence (AI) market, including chatbot technologies like ChatGPT, is gradually expanding and expected to drive growth in the IC design industry, South...
Friday 19 May 2023
Sony considers spin-off of financial subsidiary and focuses on semiconductor and entertainment businesses
Sony Group has announced its plans to concentrate its resources on its semiconductor and entertainment businesses, making it challenging to allocate sufficient investment to all areas...
Friday 19 May 2023
TSMC commits to investing in Japan
TSMC has pledged to increase its investment in Japan, as company chairman Mark Liu reportedly has just taken part in a meeting convened by Japanese prime minister Fumio Kishida.
Friday 19 May 2023
NAND flash chipmakers mull price hike
NAND flash chipmakers including Samsung Electronics, SK Hynix, and China's Yangtze Memory Technologies (YMTC) are considering raising their quotes, according to sources at memory...