Taipei, Thursday, November 23, 2017 17:20 (GMT+8)
cloudy
Taipei
17°C
News tagged Commentary
  • Last update: Wednesday 22 November 2017 [567 news items]

Commentary: Taiwan IC backend firms facing challenge from fast expanding China competitors

Nov 26, 16:23

A recent media report indicating that China-based Jiangsu Changjing Electronics Technology (JCET) has landed SiP (system-in-package) module orders from Apple could serve as a warning...

China semiconductor investment fund changes the rules of competition, says ASE COO

Nov 6, 14:06

China's national semiconductor industry investment fund has changed the rules of industrial competition, and backed by this fund China-based companies will definitely ramp up the...

ASE COO Tien Wu

Commentary: Tsinghua Unigroup investment in PTI may trigger Taiwan policy change for semiconductor industry

Nov 3, 10:59

The investment of NT$19.4 billion (US$598 million) by China-based Tsinghua Unigroup to take a 25% stake in Taiwan's IC backend service company Powertech Technology (PTI) could lead...

Mentor Graphics Veloce VirtuaLAB adds protocols for networking designs

Oct 20, 16:59

Mentor Graphics has announced its Veloce VirtuaLAB Ethernet environment with support for 25Gb, 50Gb and 100Gb Ethernet designs. VirtuaLAB is Mentor Graphics' platform for delivering...

Mouser Electronics undergoing expansion

Oct 19, 17:08

IC distribution company Mouser Electronics is undergoing a two-phase expansion at it worldwide headquarters in Texas by making additions to the 492,000 square-foot facility. The first...

Commentary: China DRAM industry set to rise

Oct 7, 16:12

China's DRAM industry is set to take a big step forward as its state-backed technology conglomerate Tsinghua Unigroup has successfully raided a senior executive from Taiwan's DRAM...

Inotera chairman Charles Kau

Commentary: Will EPD demand increase due to LCD impact on vision?

Oct 1, 10:13

Display makers believe device vendors are increasingly concerned about the effects LCD screens have on peoples' eyes and therefore believe that EPD solutions will see increased demand...

Commentary: The implications of Google-Huawei tie-up for Nexus phones

Sep 29, 09:59

Google is rolling out two new Nexus phones: the Nexus 6P in cooperation with Huawei and the Nexus 5X with LG Electronics. While the market position of the Nexus phones has ebbed,...

Commentary: Taiwan notebook ODMs may not see profitability improve in 2H15

Sep 17, 11:05

The top-four Taiwan-based notebook ODMs all saw their profits decline significantly in the second quarter of 2015, and it still remains unclear if they can turn around in the second...

Digitimes Research: iPad Pro shipments to be less than 3 million units in 4Q15

Sep 14, 15:54

Apple introduced its largest iPad, the iPad Pro at its product launch conference in September; however, the device pairing with a keyboard and an iPad Pencil will make the overall...

Commentary: MediaTek to account for over 50% revenues of Taiwan IC design industry

Sep 10, 15:09

The landscape of Taiwan's IC design industry is set to undergo significant changes in 2016 as MediaTek has disclosed plans to acquire up to 100% stake in analog IC vendor Richtek...

Commentary: MediaTek-MStar expansion to pose threat to other IC vendors

Sep 3, 13:48

While the planned acquisition of ILI Technology (Ilitek) by MStar Semiconductor is being regarded as a consolidation process needed for Taiwan's IC design industry, the implementation...

Commentary: ASE purchase of SPIL shares is positive

Aug 25, 16:18

Plans by Advanced Semiconductor Engineering (ASE) to buy up to 25% of Siliconware Precision Industries (SPIL) for an amount likely exceeding NT$30 billion (US$919 million) may be...

Commentary: China notebook ODMs set to ramp up shipments

Jul 28, 11:35

Although the production capability of China-based notebook ODMs is still too small to make a significant impact on their Taiwan-based counterparts, the notebook supply chain in China...

Commentary: Who will Nokia count on for its reentry bid to the smartphone market?

Jul 27, 14:10

It is no longer a speculation that Nokia will be back to the smartphone market, and consumers are likely to catch sight of Nokia-brand smartphones once again in 2016 at the earliest...

Digitimes Research: Shrinking tablet market prompts China touch panel supply chain to look for growth elsewhere

Jul 17, 12:01

With demand for white-box tablets gradually shrinking and China's brand tablet shipments also performing weaker than expected, China-based touch panel and touch controller IC firms...

Digitimes Research: Apple to push forward with In-Cell touch technology in 2015 but highly considering G/G for 2016

Jul 17, 10:28

Industry rumors have stated Apple will go back to using G/G touch technology in iPhones due to ongoing production issues with In-Cell touch panels. If this were to occur, the earliest...

Commentary: Why Micron Technology is being targeted for acquisition

Jul 16, 14:55

China-based state-owned Tsinghua Unigroup has signaled interest in buying US-based Micron Technology, a leading DRAM and NAND flash chip supplier, for US$23 billion, a deal which...

Digitimes Research: Tsinghua Unigroup acquisition of Micron faces difficulties, but is a must for China for further development

Jul 15, 22:16

According to a Wall Street Journal report on July 14, China's Tsinghua Unigroup is planning to spend US$23 billion (or US$21 per share) to acquire US-based Micron Technology. The...

Digitimes Research: Qualcomm to push inexpensive mobile device market with Microsoft and Allwinner solutions

Jul 14, 22:46

According to Digitimes Research's findings, Qualcomm's development in the high-end market is not stable in 2015 and facing MediaTek and Spreadtrum's fierce competition in the mid-range...

Digitimes Research: Touch IC developers turning to fingerprint sensors

Jul 14, 15:04

With China handset brand vendors starting to launch flagship products with fingerprint sensors in the second half of 2014, touch controller IC players who have seen thinning profitability...

Digitimes Research: Intel processor shipments rely on Windows tablets for growth

Jul 7, 15:47

Observing the Intel mobile platform's development in the non-Android tablet market, Digitimes Research expects Windows tablets to replace Android tablets and become Intel's new focus...

Digitimes Research: Tablets with phone functionality from white-box players to suffer over 15% decline in 2Q15

Jul 3, 16:07

While visiting Southern China's white-box tablet supply chain, Digitimes Research discovered that shipments of white-box tablets with phone functionality saw their first on-year drop...

Digitimes Research: China smartphone shipments see weaker-than-expected growth in 2Q15

Jul 2, 15:23

China's smartphone industry in the second quarter did not see growth as strong as Digitimes Research had anticipated previously and it grew only slightly more than 15% sequentially...

Digitimes Research: Intel 28nm SoFIA 4G AP delayed to early 2016; may face overlap issue with 14nm version

Jun 29, 21:34

Despite the fact that the design is complete and the chip is ready for mass production, Intel's 28nm SoFIA 4G application processor (AP) is still unlikely to be launched until the...

Commentary: SMIC gains access to 14nm process technology

Jun 29, 15:11

The recent announcement by China-based Semiconductor Manufacturing International (SMIC) to form a joint venture with Huawei, Qualcomm and Belgium-based microelectronics research institute...

Commentary: Sales of Apple Watch not optimistic

Jun 26, 15:02

Sales of Apple Watch have been lower than expected, totaling about three million units in two months since its availability in late April. Although the smart wearable device will...

Digitimes Research: White-box players pushing 10.1-inch Windows tablets

Jun 25, 14:42

During a survey of southern China's white-box tablet supply chain recently, Digitimes Research found that Intel will not be able to supply its Cherry Trail-based solutions to white-box...

Commentary: Taiwan notebook vendors, ODMs cautious about 2H15 outlook

Jun 24, 14:51

Taiwan-based notebook vendors and ODMs are guardedly optimistic about the prospects of the notebook market for the second half of 2015 and are pinning their hopes on the release of...

Silicon providers main beneficiaries of enthusiast PC growth; opportunities exist for vendors to raise profits with innovative products, says HWinsights

Jun 23, 15:28

The rapid expansion in demand for premium PC hardware from the enthusiast and overclocking segments has given hardware vendors a much needed opportunity to bolster declining sales...

Commentary: The gaming notebook industry heats up

Jun 23, 12:40

Competition in the gaming notebook segment is surely to become keener in the second half of 2015 as notebook brands including Acer, Asustek Computer, Dell, Gigabyte Technology and...

Commentary: What does rising China supply chain mean for Taiwan?

Jun 18, 15:35

As the China government continues to pour money into fostering local supply chains in terms of capacity and technology, Taiwan makers are starting to feel the heat, and as a result...

Commentary: TSMC set to see more competition in 2H15

Jun 16, 20:03

TSMC chairman Morris Chang's remarks over the company and the semiconductor industry's business outlook have long served as a barometer for the capital market. But market response...

Commentary: UMC aims to trump investment restriction for producing 28nm chips in China

Jun 4, 11:13

United Microelectronics Corporation (UMC) is mulling to accelerate the development of its 18nm process at its fabs in Taiwan in order to pave the way for its subsidiary in Xiamen,...

Commentary: Taiwan could lag China in developing Big Data businesses

Jun 4, 11:06

Taiwan could lag behind China in the development of Big Data related businesses as Taiwan makers are still focusing on hardware products such as servers and storage devices, while...

567 items [3/17]
UMC
Global AP demand forecast, 2017-2020

23-Nov-2017 markets closed

 LastChange

TAIEX (TSE)10854.57+31.98+0.3% 

TSE electronic466.01+2.20+0.47% 

GTSM (OTC)150.2+0.38+0.25% 

OTC electronic229.38+0.70+0.31% 

Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.