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Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Friday 21 October 2022
Global 200mm fab capacity to surge 20% through 2025, says SEMI
Semiconductor manufacturers worldwide are expected to see their combined 200mm fab capacity increase 20% from 2021 through 2025, adding 13 new 200mm lines as the industry reaches...
Friday 21 October 2022
Taiwan display panel export order value down in September
The total value of export orders received by Taiwan-based display panel makers in September decreased significantly, as they cut production to cope with shrinking demand and prices,...
Friday 21 October 2022
Large-size DDI oversupply unlikely to ease in 2023
The market for large-size display driver ICs (DDI) will remain oversupplied in 2023, showing no signs of improvement, according to industry sources.
Friday 21 October 2022
Hyundai Mobis to make chassis modules for Mercedes Benz EVs
According to the South-Korea based Hyundai Mobis, it has begun to supply chassis modules for automaker Mercedes-Benz AG's four electric SUVs, becoming the first non-European supplier...
Friday 21 October 2022
South Korea's early exports sink in sign of weakening demand
South Korea's early exports dropped in October, suggesting a weakening of demand that reinforces signs of a slowdown in the global economy.
Friday 21 October 2022
Leaders in semiconductor in 2030 (2): Taiwan tech industry's era of no borders
Sun Tzu's "The Art of War" maintains that troops start out with their own country's supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use...
Friday 21 October 2022
Taiwan September handset sales below expectation
Handset sales in Taiwan came to 450,000 units in September, which were below a previous estimate of over 500,000 units, according to sources at local retail channels.
Thursday 20 October 2022
Will Taiwan take over US semiconductor talent leaving China?
US professionals have been banned from helping Chinese companies develop or manufacture chips without prior permits, and it remains to be seen whether those professionals could be...
Thursday 20 October 2022
Key iPhone supplier warns smartphone demand will continue to fall
Murata Manufacturing expects this year's drop in smartphone sales to keep going well into 2023, led by a sharp downturn in China.
Thursday 20 October 2022
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu's" Art of War" maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country...
Thursday 20 October 2022
TSMC's Mark Liu wants TSIA members to 'rest assured and focus on Taiwan'
Chairman of TSMC Mark Liu, also the chairman of Taiwan Semiconductor Industry Association (TSIA), said in the association's 2022 annual conference on October 19 that "people should...
Wednesday 19 October 2022
Investment in PV production in US needs more than IRA incentives, says TSEC chairman
The Inflation Reduction Act (IRA) may afford opportunities for Taiwan-based PV makers to set factories in the US, but their investment decisions will hinge on other factors in addition...
Wednesday 19 October 2022
Taiwan Auto-Design expects demand for CAE used in EV, new materials to drive business growth
Taiwan Auto-Design (TADC), a provider of CAE (computer-aided engineering) simulation and analysis solutions, expects demand for such solutions used in developing electric vehicles...
Wednesday 19 October 2022
Orders for new TSMC Japan fab to boost JDV revenue
JDV Control Valves, dedicated to the engineering and manufacturing of high-quality valves such as those with rigid and metal sealing, will see orders for TSMC's new fab in Japan buoy...