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Wednesday 21 September 2022
Samsung's ups and downs (6): Caught in an awkward position with the risk of being isolated
Japan and the EU are actively seeking cooperation with Taiwan, and the US has even proposed the Chip 4 semiconductor industry alliance trying to secure its strategic partners in the...
Tuesday 20 September 2022
Samsung's ups and downs (5): Who are its major foundry clients?
In the second quarter of 2020, Samsung Electronics landed Qualcomm's Snapdragon 888 orders with its 5nm EUV process, the first major case where the Korean tech giant did not have...
Monday 19 September 2022
Samsung's ups and downs (4): The manufacturing capability of Samsung's foundry biz
In 2020, Samsung Electronics had a monthly capacity of 260,000 wafers for its 8-inch and 12-inch fabrication each, which increased to 265,000 and 325,000 respectively in 2021. It...
Friday 16 September 2022
Samsung's ups and downs (3): Why Samsung is so keen on foundry biz
Gartner has raised the CAGR of the foundry market from 2021 to 2025 to over 16%, and TSMC's aggressive deployment is expected to boost its global market share from 57% in 2021 to...
Thursday 15 September 2022
Samsung's ups and downs (2): A reexamination of Samsung's biz structure from a Taiwanese perspective
To understand Samsung Electronics, it is important to look at its business structure. Samsung's revenue is forecast to reach US$240 billion in 2022, of which nearly 40% will come...
Wednesday 14 September 2022
Samsung's ups and downs (1): Outlook for next decade
Is Samsung Electronics going up or going down? I'm not talking about the stock price, but rather the competitiveness of Samsung.
Wednesday 7 September 2022
Courage in difficult times
Acer chairman Jason has recently sounded an alarm based on Intel's financial results. Chen was once corporate vice president of sales and marketing at Intel, and later served as senior...
Thursday 1 September 2022
The lesson from Shang-Yi Chiang (2)
Intel has been keen on pursuing the most advanced technology, but has not been as quick to make decisions as TSMC when it comes to responding flexibly to market needs. Intel could...
Wednesday 31 August 2022
The lesson from Shang-Yi Chiang (1)
Some time ago, Shang-Yi Chiang, a veteran in the semiconductor industry, accepted an invitation from the California-based Computer History Museum to tell the sotry about his services...
Friday 26 August 2022
Why I love electronics industry (10): So much freedom
Since I started my career in the mid-1980s, I have traveled around the world and enjoyed the world, which wouldn't be easy if I was in another industry. When I was young, I set a...
Wednesday 24 August 2022
Why I love electronics industry (9): Better chance to rebound from the lows
Is the economy going downhill? How will Taiwan respond? These were questions my co-host of a program on IC Broadcasting asked during a recent episode. She noted that countries had...
Monday 22 August 2022
Why I love electronics industry (8): Leadership
Some individual persons or groups may be well-known internationally, such as film director Ang Lee and the Cloud Gate Dance Theatre. But it is the semiconductor industry, which has...
Friday 19 August 2022
Why I love electronics industry (7): No need to rely on others
Some people have questioned why I'm so serious about writing when my articles obviously cannot compete with those influencers' in terms of "likes." But why should I compare myself...
Thursday 18 August 2022
Why I love electronics industry (6): Labor shortage, tech advancement offer good opportunities
The electronics industry is a diverse and ever-changing field, and data assets have become a modern tool for competition. If you are able to accumulate a wealth of assets, how can...
Wednesday 17 August 2022
Why I love electronics industry (5): Leverages and multiple fun
The wafer foundry, fab tools and component distribution industry sectors all seem to consist of specialized companies in the field of semiconductors, and it is difficult to do cross-domain...