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NEWS TAGGED ANALYSIS
Thursday 10 February 2022
What it takes for Made-in-Europe chips to thrive besides TSMC and EUR42 billion
The European Union announced its version of Chips Act on February 8, aiming to provide at least EUR42 billion (US$48 billion) by 2030 to push its global market share of semiconductors...
Wednesday 9 February 2022
Highlights of the day: Logistics bottlenecks continue to worsen globally
The shortage in chips and materials seems to continue in the first half of 2022, however; several signs show some improvements compared to 2021. Now the companies who have engaged...
Monday 7 February 2022
GlobalWafers earmarks US$3.6 billion for capacity expansion after Siltronic deal annulled
Taiwan-based GlobalWafers (GWS) announced on February 6 that the proceeds originally intended for the Siltronic acquisition are now earmarked for capital and operating expenses, focusing...
Friday 28 January 2022
Market Cap 100: Taiwan semiconductor companies remain irreplaceable in global tech sector
DIGITIMES has released its ranking of "Asia Supply Chain Market Cap 100" based on the market capitalization of companies engaging in Asia supply chain manufacturing. These rankings...
Friday 28 January 2022
Market Cap 100: China car, battery manufacturers dominate Asia market
Toyota Motors, CATL, and BYD are each worth at least US$100 billion in their market cap value. In aggregate, The Magnificent III account for a market cap value of more than US$628...
Thursday 27 January 2022
Market Cap 100: 2021 shows golden age of Asian semiconductor industry
According to the latest Asia Supply Chain Market Cap 100 ranking, the Asian semiconductor industry is worth a total of US$1,156.9 billion by market cap. Taiwanese companies alone,...
Thursday 27 January 2022
Industry watch: ICT business opportunities and challenges in 2022
The supply chain of Asia's ICT industry has evolved from a PC-driven era to an era led by mobile communication over the past 30 years. The smartphone and notebook markets have driven...
Wednesday 26 January 2022
Highlights of the day: TSMC leads the pack in Market Cap 100 ranking
In the Asia Supply Chain Market Cap 100 ranking, TSMC garnered the top place with a market cap of US$576.3 billion as...
Wednesday 26 January 2022
Market Cap 100: China 5-Year Plan beneficiaries see value surge in 2021
The "Asia Supply Chain Market Cap 100" conducted by DIGITIMES showed that 6 out of the 9 high-growth companies that enjoyed more than 100% growth in market cap last year are semiconductor...
Wednesday 26 January 2022
Market Cap 100: Top 10 most valuable companies by market capitalization
The latest "Asia Supply Chain Market Cap 100 Ranking" renders insights of the year 2021 share performance and valuation of listed companies engaging in the manufacturing...
Wednesday 26 January 2022
Industry watch: A miracle in IT and air transport sectors
As far as I know, only three of the world's major airlines - Taiwan's China Airlines, Eva Air and South Korea's Korean Air - are still in the black under the pandemic. We can understand...
Monday 24 January 2022
Industry watch: Big issues must be addressed
Well known for industry clusters, Taiwan must think about developing a "Cluster 2.0" model, ASE COO Tien Wu has urged. How should it define the concept of "mutual home ground" across...
Friday 21 January 2022
Highlights of the day: Foldable smartphone will be a passing fad?
All the major smartphone providers, except Apple and Vivo, have announced they would release foldable smartphones in 2022. Among those brands, Samsung, Oppo, and Huawei already released...
Friday 21 January 2022
Microsoft takeover of Activision Blizzard may endanger Sony
Microsoft's US$68.7 billion bid to acquire video game developer Activision Blizzard could challenge the role of its rival Sony in the gaming industry, as the Japanese tech giant saw...
Friday 21 January 2022
Losing Apple might open new doors
At the end of 2021, China-based Luxshare Precision Industry announced it will invest CNY11 billion (US$1.7 billion) into expanding its mobile phone assembly production line by building...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research