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NEWS TAGGED ANALYSIS
Friday 25 February 2022
Supply chain regionalization: Russia-Ukraine, Geopolitics, ESG
The Russia-Ukraine conflict, geopolitics, and ESG (environment, social, and corporate governance) compliance are accelerating the tendency of the global semiconductor supply chain...
Wednesday 23 February 2022
Supply chain watches nervously over Russia-Ukraine tension
Tensions between Russia and Ukraine have risen after Russia recognized the independence of Donetsk and Luhansk in eastern Ukraine. Russia's massive military build-up at the Ukrainian...
Tuesday 22 February 2022
Vietnam gaining leverage in global supply chain
Despite challenges posed by the COVID-19 pandemic, Vietnam remains an attractive location for manufacturers that seek relocation from China, and it is gaining advantages with the...
Wednesday 16 February 2022
Intel bets on mature-node fabs for future growth with Tower acquisition
Intel announced that it would buy Israel's Tower Semiconductor for US$5.4 billion, emphasizing that the deal would help meet growing semiconductor demand and "bring more value to...
Tuesday 15 February 2022
Industry trends to watch in electric cars 2022 (Part 2)
Electric vehicle (EV) adoption will keep growing in 2022 as the chip shortage persists. Carmakers have been utilizing modular platforms to push EV launches. Furthermore, electrification...
Monday 14 February 2022
Industry trends to watch in electric cars 2022 (Part 1)
Industry experts are optimistic that electric cars 2022 will continue to rise. Therefore, carmakers are trying everything to secure battery stock, including leaning toward lithium-iron-phosphate...
Monday 14 February 2022
Case study: How virtual leaders manage a successful virtual team
Geographically dispersed teams are increasingly common in the modern workplace. Perhaps you are based in your company's US headquarters, but your team works in Brisbane, and you also...
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...