AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
The trends of digitization and decarbonization within the global energy supply have made the grid edge the framework of future energy systems.
Foxconn Electronics (Hon Hai) and Japan-based Nidec will set up a joint venture specifically for developing, producing and marketing motor-based power trains for use in electric vehicles (EVs), and this will bring competitive pressure on Taiwan-based motor makers, such as Tatung, Teco Electric & Machinery and Shihlin Electric & Engineering, according to Tatung chairman MK Lu.
Head-up displays (HUD), advanced driver assistance systems (ADAS), and on-board computers are the three main axes of E-lead Electronic, according to company vice president Rofic Ko.
Foxconn Electronics (Hon Hai) has disclosed it will invest US$20 million for a 0.76% stake in Gogoro, a Taiwan-based electric scooter maker and battery swapping system provide.
Since the 1970s, Taiwan and South Korea have been parallelly developing semiconductor and new-geneation IT industries. The national conditions and industrial strength of the two countries are very similar. During the Cold War, Taiwan and South Korea were part of the first island chain facing the communist world. Now the US and China are rivals that compete head to head with not only weaponry, but also the strength of the technology industry, the most representative of which is the semiconductor industry and the ubiquitous supply chain. About 60% of Taiwan's and Korea's semiconductor exports go to China. In 2020, China imported as much as US$350 billion of semiconductors, with about half of them from Taiwan and South Korea. Taiwan and South Korea both export enormously to China on the one hand, and vie for the industry leadership position on the other. South Korea specializes in memory, but Taiwan's industry structure is more diverse: wafer foundry, IC design, packaging and testing. Taiwan and South Korea dislike each other but also rely on each other.
India has finally released the long-awaited PLI for automotive, while a unicorn e-scooter maker has announced 100% female participation in its gigafactory.
Following in the footsteps of International IDMs and automakers to promote their SiC components for EVs, China auto and semiconductors makers are also preparing their homegrown SiC chips and modules for EV applications. After the announcement to develop SiC components a few weeks ago, Foxconn continues its investment in EV business with PPT in Thailand to expand its EV supply chains to Southeast Asia. In addition to EV manufacturing, its maintenance service recently has aroused many discussions from different sides, due to the eight-year warrants of early Tesla Model S and Model X being expired soon.
China auto and semiconductor makers are stepping up the development and production of their homegrown SiC chips and modules for EV applications, according to industry sources.
Nine years after the first Tesla Model S was produced, some Tesla owners might be finding the eight-year warrants that came with their early Model S and Model X are expired or about to expire. Although Tesla has released some diagnostic tools to third-party maintenance service providers, after-sale maintenance (AM) providers still see certain limitations to repairing the power system.
Foxconn Electronics and Petroleum Authority of Thailand (PTT), an energy company owned and operated by the Thai government, will establish a joint venture for developing and producing electric vehicles (EVs) in Thailand, with Southeast Asia to be the target market. Foxconn is motivated by the Thai government's efforts to develop an EV ecosystem and policy goal of having EVs take up 50% of locally produced automobiles by 2030.