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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 27 March 2024
Years after leading antitrust case against Qualcomm, Apple now on the receiving end
Apple has recently found itself in an antitrust predicament, as the US Department of Justice (DOJ), alongside 15 state courts and D.C., filed a joint lawsuit against Apple.
Tuesday 26 March 2024
TSMC + Japan: win-win situation or mutual exploitation?
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars...
Tuesday 26 March 2024
Apple CEO's Shanghai trip highlights focus on Chinese market
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.
Monday 25 March 2024
Green energy dilemma: Taiwan faces electricity price surge
In a pivotal move, Taiwan's Ministry of Economic Affairs (MOEA) has convened to discuss the impending surge in electricity prices, slated...
Monday 25 March 2024
'Green inflation' and 'secular stagnation', which will come first to AI?
An electricity price hike in Taiwan may ignite a butterfly effect on the Artificial Intelligence (AI) industry and supply chains.
Friday 22 March 2024
Does Toyoda sell a solid hydrogen future?
In a speech in January 2024, Toyota chairman Akio Toyoda said battery EVs (BEV) can only take up at most 30% market share, no matter how much the vehicle progresses. Hybrid EVs (HEV),...
Friday 22 March 2024
Is the Chinese automotive LED market still worth entering?
The rapid growth of the Chinese EV market has driven LED firms to the automotive market, making the automotive LED market a dangerous territory.
Thursday 21 March 2024
Hackers can turn your EV into a deadly weapon
Just when you thought it was safe to get back in the EV.
Wednesday 20 March 2024
Go or stay? ASML wades from geopolitics into domestic politics
Following media reports that the Netherlands-based lithography equipment leader ASML is harboring thoughts to move its operations abroad, the country's political climate, especially...
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Friday 15 March 2024
Vision Pro unlikely to replace handheld devices like iPhone in the short term
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While...
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Thursday 14 March 2024
Taiwan IC design firms join Arm Total Design platform to enhance ASIC service capability
The hot demand for AI chips and the trend for cloud AI tech differentiation attracted unexpected attention to Application-Specific Integrated Circuit (ASIC) design services lately.
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.
Wednesday 13 March 2024
Air cargo capacity shortage could be supply chain breaking point
The shipping industry, passenger or cargo, has slowly recovered to pre-COVID-19 levels. It is worth noting that since air cargo capacities were booked up by e-commerce demand, failing...
Veeam Software
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research