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NEWS TAGGED GEOPOLITICS
Friday 22 September 2023
Effect of US-China rivalry: Samsung China's investment shrinks by over 60% annually
In recent times, South Korean analysts have highlighted the impact of the US-China tensions on Samsung Electronics' investments in China. It has been reported that in 2022, Samsung's...
Thursday 14 September 2023
Tech industry key conversation (part 2): DIGITIMES founder Colley Hwang vs. Avnet CEO Phil Gallagher
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However,...
Friday 8 September 2023
Regionalization of semiconductor supply chain preventing dominance by any single region, says Merck executive
The semiconductor supply chain that has long depended on global division of labor is shifting toward regionalization, making it very difficult for anyone to dominate it, according...
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more...
Wednesday 23 August 2023
China welcomes US removal of 27 Chinese entities from Unverified List
Before the scheduled trip of US Secretary of Commerce Gina Raimondo to China from August 27–30, the US removed 27 Chinese companies and institutions from the "Unverified List"...
Tuesday 25 July 2023
TSMC deployments minimize geopolitical risks
TSMC's deployments have been designed to minimize geopolitical risks, according to industry sources. The world's number-one pure-play foundry house is leading in advanced chip manufacturing...
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,...
Tuesday 4 July 2023
What is the implication of Netherlands' latest semiconductor export ban on China?
The Dutch Minister of Foreign Trade and Development Cooperation, Liesje Schreinemacher, recently issued new export control regulations for Dutch semiconductor equipment that do not...
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Thursday 30 March 2023
Structural advantages key to Taiwan IC industry development in next decade, says DIGITIMES president
Taiwan's semiconductor manufacturing sector boasts structural advantages in its next decade of development, but the advantages for its IC design sector are likely to change, according...
Monday 27 March 2023
Geopolitical situation between US and China affects HPC market vibes
With the rise of OpenAI's ChatGPT and Baidu's Ernie Bot, the prospects of the high-performance computing (HPC) chip market look good. However, the HPC chip delivery situation has...
Monday 20 February 2023
Holtek cautious about sales prospects for 2023
Based on its current inventory of five to six months, MCU specialist Holtek Semiconductor is cautious about its business prospects for 2023.
Friday 3 February 2023
WPG sees customer inventories return to normal by 2Q23
Inventories at downstream system makers are expected to return to healthy levels in the second quarter of 2023, but those at upstream components suppliers will take more time to digest...
Tuesday 27 December 2022
Delivery lead times for IC packaging and testing machines shorten notably
Delivery lead times for IC packaging and testing machines have shortened notably amid weakening demand and improving supply of basic ICs used in the machines, according to industry...
Monday 26 December 2022
TXOne eyes leadership in supply chain cybersecurity technology
Taiwan-based TXOne Networks, an industrial control system (ICS) and industrial IoT (IIoT) security startup jointly founded by Trend Micro and Moxa, has newly set up an OT (operational...