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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 2 June 2021
Korea firms to increase capex for 5G infrastructure in 2021-2022, says Digtimes Research
The amounts of capex set by Korea's top-three telecom operators, SK Telecom (SKT), Korea Telecom (KT) and LG U+, in 2021 and 2022, respectively, will be higher than those seen in...
Tuesday 1 June 2021
EV makers up investments in battery development
Rising popularity of electric vehicles (EV) has grabbed global attention. Poised to replace internal combustion engines, EVs are considered the new trend in the era of sustainability...
Monday 31 May 2021
Taiwan pushing into next-generation EV battery development
As electric vehicle (EV) development becomes a global effort, batteries that play a vital role to EVs' cost-performance ratios are a focus to manufacturers with ambitions to expand...
Monday 31 May 2021
Manufacturing: China plus ASEAN
The COVID-19 pandemic has undersocred the world's over-reliance on China's manufacturing capacity, and accelerated the diversification of the global supply chain, with many firms...
Friday 28 May 2021
Manufacturing: ASEAN vs China
Globalization has changed the ways how supply chains are managed but has also increased risks. Southeast Asia is promising to be a major alternative for supply chains seeking to diversify...
Thursday 27 May 2021
From China-made to China-created
The US and China have been clearly in a standoff, sparring over tariffs and technologies. This has resulted in supply chain reshuffle for some industries. US president Joe Biden signed...
Wednesday 26 May 2021
Vietnam, Thailand favorite for Taiwan manufacturing relocation
In view of intensifying US-China confrontation and Taiwan actively promoting its New Southbound Policy, many Taiwan-based suppliers intend to meet increasing capacity demand by relocating...
Wednesday 26 May 2021
Networking device makers continue to move production lines out of China
Taiwan-based networking device assemblers continue to relocate their production lines from China back to Taiwan or to Southeast Asia, despite a recent surge in COVID-19 infections...
Wednesday 26 May 2021
Taiwan at the crossroads: China-free or China+?
Global supply chain restructuring that is being accelerated by the US-China trade war and the COVID-19 pandemic gears toward two directions in view of geopolitical factors: "China+1"...
Friday 21 August 2020
Industry reshuffle following ICT supply chain disruptions
Disconnected ICT Supply Chains: New Power Plays Unfolding written by Colley Hwang, founder & president, DIGITIMES, is among the very few books available at present that...
Wednesday 19 August 2020
Capturing opportunities amid changes resulting from COVID-19 and rising US-China tension
Disconnected ICT Supply Chains: New Power Plays Unfolding written by Digitimes founder and president Colley Hwang has been greeted with overwhelming enthusiasm after its...
Monday 13 July 2020
Changes of the semiconductor industry
Since IC was invented, the semiconductor industry has undergone four stages of structural changes.
Tuesday 7 July 2020
The role of China in car industry
China accounts for a third of the global car market. And of the 2.2 million electric vehicles (EV) sold worldwide in 2019, 48.2% were sold in the China market. No wonder China carries...
Friday 3 July 2020
3x3 grid reference for industry developments
There are many factors that should be taken into consideration when doing market research. To better assess supply chain changes, let's first draw a 3x3 grid that offers a clear framework...
Thursday 2 July 2020
ICT industry structure
To give a clear picture of the ICT industries, we can divide them into five major market segments - communication, computing, home appliances, automotive electronics, and industrial...