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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 4 October 2023
Taiwan's strategic response to achieve self-sufficiency in drone component production
Most critical drone components are currently sourced from China due to cost considerations, leaving little room for global competition.
Wednesday 4 October 2023
A glimpse in the semiconductor equipment market trends
A recent report issued by SEMI forecast that the expenditure of global wafer foundry fabs is to decline 15% from the US$99.5 billion historical record in 2022 to US$84 billion in...
Tuesday 3 October 2023
African startups shine bright amid economic downturn
Since mid-2022, political and economic factors have caused a slump in global investments, even in once-promising emerging markets. The African tech sector, despite being less affected...
Monday 2 October 2023
Huawei's SoC layout and hidden efforts: examined through the lens of 'chip peace'
After Huawei's Mate 60 Pro, featuring the 7nm Kirin 9000S processor produced by SMIC, caused a stir, Dr. Burn-Jeng Lin, dean of the College of Semiconductor Research under Taiwan's...
Tuesday 26 September 2023
Could the Android camp pick up sales momentum kicked off by the iPhone 15 series?
With the iPhone 15 series officially going on sale last week, the industry is closely watching its sales performance. Sources familiar with the smartphone chip industry said that...
Friday 22 September 2023
Why is South Korean chip design sector lagging behind?
South Korea's competitiveness in the IC design industry is relatively low, trailing behind that of the United States, Taiwan, and even mainland China. Since 2023, most industry players...
Thursday 21 September 2023
Pressured by Huawei's comeback? Qualcomm Shanghai R&D center rumored to face massive layoffs
After Dell's de-Sinicization and Marvell's China team was completely laid off, Qualcomm also couldn't hold on. Reports emerge that a large-scale layoff is planned at Qualcomm's Shanghai...
Monday 18 September 2023
MediaTek investment in Arm reflects strategy in diversifying IPs and architecture
Arm successfully launched its IPO on Nasdaq on September 14, and Taiwan's leading IC design company, MediaTek, has also announced a US$25 million investment (approximately NT$800...
Monday 18 September 2023
Taiwanese drone makers strive to conquer the global defense market
Unmanned aerial vehicles (UAV) technology has been a prominent feature at the Taiwan Aerospace and Defence Technology Exhibition (TADTE) 2023. The event gathered leading international...
Friday 15 September 2023
Implications of latest merger between Taiwan and Canadian IC distributors to IC design industry
When the world is de-globalizing, it is the best time for Taiwan to re-connect to the global market. When a Taiwan-based IC distributor is moving toward the European and American...
Thursday 14 September 2023
Huawei's Kirin 9000S chip made by SMIC is only a breakout, not a breakthrough
Even though SMIC is lagging behind TSMC and Samsung Electronics by 5-6 and 4-5 years, respectively, it still managed to cross the threshold of advanced semiconductor manufacturing...
Wednesday 13 September 2023
SE Asia to emerge as major chip hub as US looks to nurture Vietnam
Following the semiconductor partnership between the US and Vietnam and US-based GlobalFoundries' opening of a new plant in Singapore, the US is looking to build a more diversified...
Wednesday 13 September 2023
Huawei and Xiaomi incorporate LLM in smartphones, why not Apple?
Recently, Chinese smartphone manufacturers are aggressively incorporating large language models (LLMs) into their devices, and this trend deserves a closer look. Apple appears not...
Tuesday 12 September 2023
Vietnam's journey in the semiconductor industry
Amid the global supply chain realignment, Vietnam has emerged as a new link in the value chain for electronics manufacturing, inspiring some to imagine Vietnam's intention to develop...