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Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
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
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive...
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.
Monday 4 March 2024
Four questions regarding the potential of foldable devices
The high, double-digit annual shipment growth rate of foldable smartphones has caused the market to view it as a crucial product line that will drive the turnaround in overall smartphone...
Friday 1 March 2024
Apple's titanic EV tragedy explained
Apple recently woke up from its EV pipe dream.
Friday 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
Friday 1 March 2024
Foxconn to still reap benefits despite Apple's shift away from EVs
Rumors persist that Apple is interested in investing in the development of the Apple Car. Recent speculations suggest that Project Titan, which has never been officially confirmed,...
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...
Friday 1 March 2024
What does it mean for Taiwan ICT firms if Apple ends its EV plans?
According to reports, Apple has abandoned its nearly decade-long electric vehicle (EV) R&D and production strategy, leaving many wondering how this will impact Taiwan's ICT supply...
Thursday 29 February 2024
Taiwan's transformation into global semiconductor leadership and future challenges
In university, I studied electrical engineering, and at that time, semiconductors were an emerging field. The electronics courses we took still taught vacuum tubes. It wasn't until...
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
Synaptics CEO: the age of Edge AI has arrived
In recent years, Synaptics, a leading US-based IC design firm, has undergone a transformation, refocusing its efforts on IoT applications. This strategic shift included divesting...
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...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research