中文網
Taipei
Fri, Jul 30, 2021
18:28
partly cloudy
31°C
CONNECT WITH US
NEWS TAGGED COMMENTARY
Friday 30 July 2021
Views from Taiwan (4): Global handset market outlook
The tide of working from home has dramatically boosted the PC industry. The notebook industry has experienced rebounds from their past moderate years. Handset vendors instead seem...
Thursday 29 July 2021
Views from Taiwan (3): Acer, Asus ride high on record notebook sales
Given the ballpark yearly volume of about 200 million units for the notebook market, estimated worldwide shipment of 238 million units in 2021 outperforming 2020 by 19% is a rarely...
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing...
Tuesday 27 July 2021
O-RAN in uncertain future
Although Europe's four major telecom operators - Vodafone, Orange, Deutsche Telekom, and Telefonica - had signed memorandum of understanding on the implementation of O-RAN based networks...
Tuesday 27 July 2021
Views from Taiwan (1): Insights into IT trends and dynamics
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been...
Monday 26 July 2021
Subverting and transforming the mobility market
COVID-19 has prompted many people to rethink life and work, and many industries to accelerate their development. Vehicle electrification has been picking up pace, and the car industry...
Wednesday 21 July 2021
TSMC dossier (10): Prepare for rainy days and never slack off
According to the ancient Chinese thinker Zhuangzi, persistence on building up competence over time is the only way to earn people's trust. Taiwan, with a small population of less...
Tuesday 20 July 2021
TSMC dossier (9): New frontier of customer relation
Many years ago, a friend of mine in the industry told me a joke about customer relationships in the foundry sector. He said that UMC took good care of customers and would actively...
Monday 19 July 2021
India's industrialization needs China
Since Narendra Modi became India's prime minister, India's economy has taken a new direction as the global supply chain goes through major changes. After half a century of globalization,...
Monday 19 July 2021
TSMC dossier (8): Can China establish leadership in semiconductor sector?
China imported more semiconductor chips than oil for the first time in 2013. According to BCG, China imported US$350 billion worth of semiconductor chips in 2020, which represented...
Friday 16 July 2021
TSMC dossier (7): Is Samsung a real challenger?
The reason why I am so optimistic about the competition between TSMC and Samsung is that neither quantum technology nor in-memory computing will dictate the outcome before 2025. Even...
Thursday 15 July 2021
Bluetooth LBS apps getting popularity for COVID tracking, says Digitimes Research
The popularity of Bluetooth LBS (location based service) apps is rising as the related applications can be used for direction-tracking or as electronic fences to trace and analyze...
Thursday 15 July 2021
Development of on-device AI chips for smart speakers gaining momentum
The development of on-device AI chips for smart speaker applications is gaining momentum as brand vendors are incorporating those chips into their speaker products to improve related...
Thursday 15 July 2021
TSMC dossier (6): Possible ways to defeat the world's top foundry house
I tried to work out some scenarios where TSMC could be defeated, the first being throwing in it into a state of panic. The semiconductor fabrication industry is highly connected with...
Wednesday 14 July 2021
TSMC dossier (5): The winning formula
TSMC's capital expenditure exceeded US$10 billion for the first time in 2016. If TSMC further increases its capex and it drives investments into peripheral businesses and attracts...