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Thursday 27 October 2022
Leaders in semiconductor in 2030 (6): Industry opportunities for ASEAN
"The Art of War" maintains that if you don't see chances of winning, you defend. While India is actively pursuing foreign investment and accelerating the establishment of its tech...
Tuesday 25 October 2022
What Apple suppliers' report tells us about Asia supply chain?
Since the US-China trade war, the pandemic, and China's non-tolerance COVID policy, electronics suppliers have been keen to relocate their manufacturing facilities. India may be in...
Tuesday 25 October 2022
Leaders in semiconductor in 2030 (4): What GDP and populations mean for industries
The "Art of War" maintains that if you know the date and place of the battle, you can be well-prepared for it even if your troops have to march a thousand miles before engaging the...
Monday 24 October 2022
SEA Roundup: Philippine electronics sector to hit 10% growth in 2022
Due to the strong demand from semiconductors and products for EVs, the Philippine electronics sector is expected to hit 10% growth this year. The department of Trade and Industry...
Friday 21 October 2022
Leaders in semiconductor in 2030 (2): Taiwan tech industry's era of no borders
Sun Tzu's "The Art of War" maintains that troops start out with their own country's supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use...
Thursday 20 October 2022
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu's" Art of War" maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country...
Monday 17 October 2022
SEA roundup: MacBooks may start to be assembled in Thailand
Apple continues to diversify its supply chain to countries outside of China. Thailand may be included in this future production plan. USI, a China-based IDM, affected by Apple's supply...
Wednesday 5 October 2022
Google advocates circular economy accelerator that targets startups in Asia-Pacific and N America
Google has launched its first Google for Startups Accelerator: Circular Economy for startup teams and non-profit organizations in the Asia-Pacific and North American regions. Applications...
Wednesday 28 September 2022
Chinese carmakers pour into one of the next EV growth markets - SE Asia
An intense competitive battle is starting to take shape in Southeast Asia's electric vehicle (EV) market between incumbent Japanese automakers and new entrants from China, Korea and...
Wednesday 28 September 2022
Supply Chain Summit: Experts see India's and ASEAN's opportunities in charting a middle path between US and China
A part of the Supply Chain Summit hosted by DIGITIMES Asia on September 27 in Taipei, the panel "From Economics to Politics, a Comprehensive Analysis of the Global Supply Chain Layout"...
Monday 26 September 2022
SEA roundup: Apple to produce more tablets, PCs, wearables in Vietnam
JP Morgan predicts Apple will manufacture more products in Vietnam. Malaysia is eyeing an EV share of 38% by 2030.
Monday 12 September 2022
SEA roundup: AMD to increase R&D spending in Singapore
AMD is looking for an R&D expansion in Singapore amid Asia supply chain relocation. BYD and Tesla are increasing their investment in Thailand.
Thursday 8 September 2022
US might build emergency chip stockpile in Indo-Pacific, but Taiwan remains excluded
The US-led Indo-Pacific Economic Framework (IPEF) is mulling to build a formal system for sharing semiconductor devices, according to Nikkei Asia. The 14 nations included...
Monday 29 August 2022
SEA roundup: Synopsys shifts investments to Vietnam
US-based Synopsys is increasing investments in Vietnam as it becomes cautious on China. Meanwhile the cooling of the semiconductor industry will drag Malaysia's exports for the rest...
Thursday 18 August 2022
Taiwan enterprises see southbound investments outpace capital injections in China
Taiwan's efforts in promoting its New Southbound Policy, designed to enhance economic and trade ties with ASEAN, South Asia, Australia and New Zealand, are paying off significantly...