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NEWS TAGGED ANALYSIS
Tuesday 12 October 2021
Net-zero carbon emission goal constrained by rare earth bottleneck
Geopolitical tension and the net-zero carbon emission policy deadlines of governments worldwide are driving up demands for rare earth metals. However, trying to secure local supplies...
Friday 8 October 2021
India: Low labor cost doesn't necessarily mean low operating cost
India's per capita income is far lower than China's. Raw materials such as steel, coal and cotton are produced in India and shipped to China with processed products sold back to India...
Thursday 7 October 2021
India: An EV aspiration
It may be difficult to understand India. I've been to India almost 20 times, but this is the first time that I've tried to explore India from the perspective of electric vehicles...
Wednesday 6 October 2021
Challenges and opportunities in EV development
Bloomberg New Energy Finance (BNEF) predicts that sales for electric vehicles (EV) and fuel-powered vehicles will intersect by 2035.
Tuesday 5 October 2021
Samsung: Is there room for complacency in memory sector?
According to some statistics, China imported US$350 billion of semiconductors in 2020, double the amount of US$176 billion in oil imports. It is estimated that US$450 billion of semiconductors...
Monday 4 October 2021
Mexico car supply chain transforms to supply for EV
In 2020, less than 2% of the cars sold in Mexico were electric vehicles (EVs), according to data from Mexico's official statistics institute Inegi. But based on estimations made by...
Monday 4 October 2021
Samsung and Korea: Northern Policy at turning point
In 1988, South Korean president Roh Tae-woo proposed the "Northern Policy" under an atmosphere of East-West reconciliation, intending to build ties with the Soviet Union and China,...
Friday 1 October 2021
Samsung and Korea: Which side to take in US-China trade war?
China accounts for 60% of the global semiconductor market, with 61% of South Korea's semiconductor exports expected to go to China in 2021. Similar export patterns apply to Taiwan...
Thursday 30 September 2021
Taiwan and Korea: A comparison of tech strengths and strategic backgrounds
According to SEMI, the world semiconductor equipment market is expected to exceed US$100 billion in 2022, with Korea and Taiwan ranked as the first and second in procurement amounts,...
Wednesday 29 September 2021
Vietnam's first unicorn VNG delays IPO plan
VNG is the first Vietnamese company ever to achieve unicorn status, with a valuation of more than $1 billion. The gaming industry leader in Vietnam has not taken any actions after...
Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business...
Tuesday 28 September 2021
Samsung: A sworn enemy of Taiwan firms?
Is Samsung a sworn enemy of Taiwanese businessmen? From the wafer foundry point of view, the answer is perhaps "yes." From the perspectives of other products, then it needs to be...
Monday 27 September 2021
Samsung: Real foundry competitor could be Intel
Answering calls from the US government to take back control of the supply chain, Intel is seeking to partner with Qualcomm and Amazon in a bid to reshape the wafer foundry industry...
Friday 24 September 2021
Samsung: Seeking better customer structure and node process breakthroughs
TSMC, Intel and Samsung continue to compete for the leadership in more advanced technologies beyond 7nm node. Samsung has already foretold that it will mass produce for 4nm technology...
Thursday 23 September 2021
Samsung: Uphill battle in foundry business?
According to market research reports, the global wafer foundry market size was about US$82 billion in 2020, with TSMC having a 55% global market share, and Samsung taking only 15%...