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Thursday 3 November 2022
Leaders in semiconductor in 2030 (10): Golden decade vs perfect storm
MediaTek chairman Ming-Kai Tsai has noted that we often overestimate the short-term benefits and underestimate the long-term business opportunities. In 1998 when he started his business,...
Tuesday 1 November 2022
Leaders in semiconductor in 2030 (9): Embracing collaboration and emerging biz opportunities, rather than conflicts
Over the past 30 years, one-third of the global economic momentum has come from China. This has been China's positive contribution for the world. However, behind China's moves of...
Friday 28 October 2022
Leaders in semiconductor in 2030 (7): Taiwan-Japan partnership in a new era
In the past, the supply chain was characterized by linear mass production; but in the future, it will move towards decentralized production systems catering to differentiated demands...
Thursday 27 October 2022
Leaders in semiconductor in 2030 (6): Industry opportunities for ASEAN
"The Art of War" maintains that if you don't see chances of winning, you defend. While India is actively pursuing foreign investment and accelerating the establishment of its tech...
Wednesday 26 October 2022
Leaders in semiconductor in 2030 (5): India is no longer a bystander
The "Art of War" maintains: If you don't see chances of winning, you defend; and if you do see chances of winning, you attack. The Indians believe that their market has the greatest...
Tuesday 25 October 2022
Leaders in semiconductor in 2030 (4): What GDP and populations mean for industries
The "Art of War" maintains that if you know the date and place of the battle, you can be well-prepared for it even if your troops have to march a thousand miles before engaging the...
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...
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...
Tuesday 11 October 2022
Big business opportunites in tough times
Yes, I believe that the next two years will be a subdued period for the industry. But I also believe that Taiwan is one of the few major industrial ecosystems in the world that can...
Thursday 6 October 2022
The worst of times may be best for some
Nouriel Roubini has sounded warnings for the next two years. Several days ago, when I attended an industry gathering, a friend of mine also lamented that there was too much inventory...
Tuesday 4 October 2022
Taiwan semiconductor industry: Domestic challenges, overseas headhunting and global sharing
Taiwan's domestic market is small but the export-oriented semiconductor industry actually depend heavily on the domestic environment. As TSMC CEO CC Wei has noted, the number of semiconductors...
Tuesday 27 September 2022
Samsung's ups and downs (10): Eyeing next-generation tech and opportunities
We examine Samsung Electronics' strategy for the next 10 years through the information available in the market, and explore the competitive relationship between Samsung and the major...
Tuesday 27 September 2022
Supply Chain Summit: Golden decade lying ahead for Taiwan, says DIGITIMES Asia president
Taiwan, which boasts a world-class ecosystem, can expect to have a golden decade in the next 10 years, according DIGITIMES Asia president Colley Hwang.
Monday 26 September 2022
Samsung's ups and downs (9): Its role on the international stage
In the medium to long term, the most likely candidate that could beat TSMC is not Samsung Electronics, but Intel. South Korea, like Taiwan, sees its advantage in hardware manufacturing...
Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of...