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NEWS TAGGED ANALYSIS
Wednesday 28 September 2022
Supply Chain Summit: Golden era of globalization ends while ESG comes into limelight
On the second day of the DIGITIMES Asia-hosted Supply Chain Summit, experts shed light on ESG compliance challenges on the global supply chain. Harvard Business School professor Willy...
Tuesday 27 September 2022
Supply Chain Summit: Win the long game, learn new skills, have new partners, play local
The global supply chain is entering uncharted waters where geopolitical power struggle, climate change, and economic uncertainties are coalescing into a perfect storm, and old playbooks...
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...
Thursday 22 September 2022
Samsung's ups and downs (7): The future direction of the memory industry
Memory is Samsung Electronics' main source of profit, so of course, Samsung needs to explore its future strategy in the context of memory. Basically, non-memory and DRAM focus on...
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...
Monday 19 September 2022
Suppliers set to enter production race for 3D NAND with 200+ layers
Global NAND flash makers are on track to start a new round of competition in producing 3D NAND chips with over 200 layers after Micron Technology announced commercial production of...
Friday 16 September 2022
Automotive parts supply yet to reach balance, but demand may soften first
The global automotive digitization and electrification process continues to move forward. Yet for the last two years, it has been stuck due to the automotive chip and lithium battery...
Tuesday 13 September 2022
With high inventory and low demand, PC supply chain may need another year to recover
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the...
Monday 12 September 2022
US likely to expand tech export bans on China, but experts warn implications
A Reuters exclusive report quoted sources saying the Biden administration will broaden export curbs on US semiconductors used for artificial intelligence (AI) and chipmaking...
Monday 12 September 2022
If Apple starts buying YMTC chips, Samsung, SK Hynix's good days may be numbered
According to BusinessKorea reports, for the first time, Apple is buying 3D NAND memory chips from China's YMTC, making it a supplier of components for iPhone 14, which was...
Wednesday 7 September 2022
MA-tek likely to post 20% revenue surge in 2022
IC analysis and certification lab Material Analysis Technology (MA-tek) is expected to post a 20% revenue surge in 2022, thanks to a strong pull-in of orders from foundries, according...
Tuesday 6 September 2022
Supply chain restructuring and resilience
In "The New Critical Era of Supply Chains Restructuring and Resilience Strengthening" forum hosted recently by DIGITIMES Asia, experts from IC distributors - WPG Holdings' chief marketing...
Monday 29 August 2022
Metaverse concept may be first realized in manufacturing amid industries
Manufacturing may become the first industry to adopt metaverse mainly because metaverse stands a large chance of solving problems occurring to manufacturers as well as there has been...
Thursday 25 August 2022
Is the pandemic-driven demand for game consoles fading away?
The stay-at-home economy that has been robust for more than two years is starting to fade as the pandemic gradually slows down. The three major game console brands, Sony, Microsoft...