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NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 18 July 2023
What does China's 2Q23 GDP data tell us about the market?
One year after China lifted its pandemic control measures, the recovery momentum is already grinding to a stop. Economists have repeatedly warned that slower economic growth in China...
Monday 17 July 2023
China LED industry becomes a victim of auto market price war
China's auto market in the first half of 2023 set off a fierce price war dubbed the "suicidal price cuts," from battery EVs to fuel cell vehicles, which have turned the automotive...
Monday 17 July 2023
TSMC's C. C. Wei already told us whether India is suitable for chip foundries
Foxconn called off the joint venture plan with India's Vedanta Group without disclosing the reason. Interestingly, market rumors are now saying that Foxconn is discussing with TSMC...
Monday 17 July 2023
Huawei sends a message by leveraging 5G patents for revenue growth and influence
Huawei's operating pressure mainly comes from the weak consumer electronics market recovery as well as overseas sanctions, especially in Europe and the United States. Huawei's revenue...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Thursday 13 July 2023
South Korea's 10-year R&D plan comes after Taiwan
Following the previous announcement of the 10-year semiconductor industry development plan by former South Korean President Moon Jae-in, in May 2023, the Ministry of Science and ICT...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Wednesday 5 July 2023
Morris Chang: globalization is redefined by "national security"
Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) founder Morris Chang is again in the limelight, lamenting the "death of globalization." In a keynote speech at the Chinese National...
Tuesday 4 July 2023
Symbolic or strategic? China's export controls on compound semiconductors
On the evening of July 3, China's Ministry of Commerce (MOFCOM) and General Administration of Customs (GAC) announced export control measures on gallium- and germanium-related semiconductor...
Monday 26 June 2023
Intel cuts off manufacturing in IDM2.0, TSMC is expected to benefit
Intel held the Intel Internal Foundry Model Investor Webinar on June 21 to explain the shift to a new internal foundry model, where internal product departments and manufacturing...
Tuesday 20 June 2023
Qualcomm tries to boost PC market share via 'Apple Silicon' path for its Oryon processor
Qualcomm promoted the concept of "hybrid AI" at COMPUTEX 2023, emphasizing that both machine learning and generative AI require the joint cooperation of edge and cloud AI to realize...
Monday 19 June 2023
Three implications for Micron's decision to commit further investment in Xi'an
Micron Technology, the American memory company, has been banned from China for allegedly failing to pass a security audit, and the operational impact and market share shift effects...
Monday 19 June 2023
Old ICs remain in demand, OSAT Wafer Bank inventory depleting
The June 18 sales promotion ("618 shopping festival") in China kicked off on Sunday, and smartphone and well as car vendors offered discounts to consumers. Although the price competition...
Monday 19 June 2023
Autonomy and regionalization jeopardize the "neutrality" underpinning chip industry growth
As geopolitical competition and the concept of national security gain a technological dimension, fueled by US-China rivalry and the post-pandemic supply chain disruption, semiconductors,...
Monday 19 June 2023
IC destocking, replenishment near end; industry hinges hope on end demand for 2H growth
As the market enters the second half of the second quarter, after a year-long chaotic period, both the inventory de-stocking and the subsequent stock replenishment will end in the...
Arm Cortex -M0 series
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research