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Thursday 23 December 2021
Industry watch: Investing in India is a must, but one must know how
According to Reuters, there was disturbance at Foxconn's iPhone 13 production site in India, which has raised much concern, particularly for those Taiwanese firms who are...
Tuesday 21 December 2021
Industry watch: The expensive semiconductor game
DIGITIMES estimates that it costs US$2.4 billion to build a 12-inch wafer fab using the 90nm process node with a monthly output of 50,000 wafers. The investment can reach US$6 billion...
Monday 20 December 2021
Industry watch: Innovative applications and semiconductor industry outlook
A while back at a DIGITIMES-hosted seminar on the ICT industry's outlook in 2022, Tony Huang, deputy director of the DIGITIMES Research Center, pointed out that the regular safety...
Thursday 16 December 2021
Industry watch: EV industry's revolutionary impact on applications
Traditional carmakers will certainly seek to sustain their existing advantages of automobile manufacturing in the development of EV businesses. It is by far a no-brainer for enterprises...
Wednesday 15 December 2021
Industry watch: New EV opportunities for the supply chain
In the first half of 2021, global sales of EVs reached 2.6 million units, up 160% from the first half of 2020. EVs promise a lot of business opportunities, giving rise to diverse...
Tuesday 14 December 2021
Industry watch: The Foxconn-Yulon-Foxtron EV partnership
Foxconn (Hon Hai) unveiled three EV models, Model C, Model E and Model T, during its recent Hon Hai Tech Day, apparently targeting at three different market segments. Aiming at personal...
Friday 10 December 2021
Industry watch: How ICT and EV industries combat climate change
Asia's manufacturing-centric countries are keenly aware of their core clients' net zero goals. Carbon reduction is not a future-to-do task but has been progressing under slippage...
Thursday 9 December 2021
Industry watch: Three routes to net zero
According to Niven Huang, general manager of KPMG Taiwan, there are three routes to net zero: set a route to carbon reduction, adopt green power and offset carbon emissions. This...
Wednesday 8 December 2021
Industry watch: Accounting firms under transformation amid climate change
I gave a lecture at the Tsing Hua Entrepreneur Network (TEN) on the transformation of the semiconductor supply chain under climate change, followed by another speaker, Niven Huang,...
Tuesday 7 December 2021
Industry watch: Identify your business model from the market structure
PSMC chairman Frank Huang has long been known in the IT industry as a very unique personality, or even a cat with nine lives. Huang has plans to invest NT$300 billion (US$10.81 billion)...
Monday 6 December 2021
Industry watch: It's hard to tell friends from foes
When developing its advanced packaging technology, what's TSMC's bigger concern: its own competitiveness or the feelings of other packaging firms? In the past, Intel made motherboards...
Friday 3 December 2021
Industry watch: What I have learned from Acer founder Stan Shih
Acer founder Stan Shih founder has been engaged in the IT industry for 50 years. That's not easy. He deserves our respect not because he is a senior industrial leader but because...
Thursday 2 December 2021
Industry watch: Policymakers must act fast for EV industry
UMC co-founder John Hsuan divides those who want to participate in the electric vehicle (EV) business into three categories: Traditional car manufacturers such as Toyota and Mercedes-Benz;...
Wednesday 1 December 2021
Industry watch: How high is the EV entry barrier?
In terms of market concentration, the top-6 mobile phone brands account for 75.6% of the market, and the top-5 PC vendors have 77.5%. Both industries show a considerably stable market...
Thursday 25 November 2021
Industry watch: Taiwan, a game changer
According to the Industrial Technology Research Institute (ITRI), the global semiconductor manufacturing revenue including wafer foundry and IC package and testing industries, grew...