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NEWS TAGGED EDITORIAL
Wednesday 1 September 2021
Highlights of the day: TSMC tool suppliers upbeat about demand
Although fab toolmakers may see TSMC bargain down prices for their supplies, they remain optimistic that strong orders from the top foundry house will continue to drive their sales...
Wednesday 1 September 2021
Industry research (5): Insights are results of strategy co-developed with clients
A good analyst needs to know something that no one else does, such as sources of special information or expert opinions, and understands how to provide information to the right people...
Tuesday 31 August 2021
Highlights of the day: TSMC seeks to maintain profitability
Having just decided to raise its foundry service quotes starting as early as December, TSMC is now seeking to cut...
Tuesday 31 August 2021
Industry research (4): Analysis is very different from analytics
Analytics is essentially different from analysis: Analysis is work that analyzes things based on historical data; analytics is a forward-looking inference from given data.
Monday 30 August 2021
Highlights of the day: Notebook prices set to rise in end market
Rising production costs are heaping pressure on device prices in the end market. Notebook prices are expected to rise...
Monday 30 August 2021
Industry research (3): From news to information and infographics
Infographics refers to a visual representation of information or data. PowerPoint widely used in the last one or two decades and the availability of more affordable tools have posed...
Friday 27 August 2021
Highlights of the day: Fabless IC designers under price hike pressure
Foundry houses have been raising their service quotes, but fabless IC designers are finding it more and more difficult...
Friday 27 August 2021
Industry research (2): Raw data is core
People who don't get used to spending time looking for information are less likely to understand the expertise and cost of organizing the primary material of raw data. Many people...
Thursday 26 August 2021
Highlights of the day: Apple bracing for higher production costs
TSMC's plans to raise its foundry services fees further are expected to send production costs up for Apple's devices...
Thursday 26 August 2021
Industry research (1): The data-driven era has arrived
I have many years of experience in industry research, information integration, and making charts on my own. But as the research tools continue to evolve, everyone has his or her talents...
Wednesday 25 August 2021
Highlights of the day: TSMC to raise quotes
Semiconductor production cost is set to rise further, as the world's number pure-play foundry, TSMC, has notified...
Tuesday 24 August 2021
Highlights of the day: UMC foundry quotes to rise further
Foundry quotes have been rising amid tight capacity and strong demand. UMC has notified clients that prices for its...
Monday 23 August 2021
Highlights of the day: Suppliers eyeing Starlink opportunities
Taiwanese suppliers are keen to play a part in the SpaceX's Starlink project, which is expected to create significant...
Friday 20 August 2021
IT industry outlook (5): TSMC under the microscope
Many ask if TSMC is a Taiwanese company. If you look at the equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not...
Thursday 19 August 2021
Highlights of the day: China foundries to see strong profits
China-based foundries may not be able to provide manufacturing sevices using the most advanced processes, but they see strong demand from the domestic market. SMIC...