Intel has made aggressive moves trying to retake leadership in the foundry sector. If it is able to meet its schedule of technology advancements, Intel could close the gap against TSMC in five years. Conservative outlook from some of the big-name tech firms is not preventing Taiwanese ODMs from seeing strong server orders from datacenter clients. Monika Mikac, CBO of Barcelona-based QEV Technologies, and former COO of Croatian EV startup Rimac Automobili. Mikac, who will speak at the upcoming Asia Venturing (II): Tech-driven Mobility event, told Digitimes in a recent interview about developing e-bus platforms for emerging markets.
Fabrinet is one of the world's largest manufacturers of optical transceivers. Headquartered in George Town, Cayman island, Fabrinet was founded in 2000 by Seagate co-founder David T. Mitchell with an initial capital of US$1 million.
In 2011, the World Economic Forum (WEF) pointed out in its Global Risk Report that data was going to become the most valuable resource of the 21st century. According to a report from the International Data Corporation (IDC), global data volume is projected to grow to 163ZB in 2025, showing a tenfold increase from the 16.1ZB in 2016. The massive amount of data in combination with the rise of big data and data surveying tools mean that uncovering business opportunities from enormous data has already become an essential task for businesses looking to increase their competitiveness. Consequently, this has drawn great focus to data platforms, otherwise known as data management platforms.
Public cloud service providers, including Amazon Wireless Services (AWS), Azure, Alibaba Cloud (Aliyun) and Google Cloud, have enhanced their deployments in Southeast Asia, expecting the region to be the growth driver of their next wave of robust growths.
The development of IoT has accelerated in recent years, and applications can be seen in the manufacturing, retail, and construction industries. Based on current market trends, IoT still needs to overcome certain issues to be further popularized with the key being connection and integration of devices of different brands. The patented proprietary technology "UltronKEY" used in the Ultron IoT platform released by WiFigarden only requires users to scan the QR code on their home appliances by using their smartphones, and the home appliances can instantly connect to the Wi-Fi network in their home. Users can then be able to control different brands of home appliances with a single app on their phones.
ROM and NOR flash memory maker Macronix International saw its net profits climb 110% sequentially to NT$1.93 billion (US$68.6 million) in the second quarter of 2021, buoyed by rising chip shipments and ASPs. EPS for the quarter came to NT$1.04.
Texas Instrutments has given a less optimistic outlook for the third quarter of 2021, but industry sources have claimed that TI still sees prolonged lead times. TSMC has disclosed it is in early talks with clients about the feasibility of constructing a fab in Germany, and industry observers say such a fab could be a boost to Europe's car supply chain. DIGITIMES Asia president Colley Hwang has just published the first of his latest series of analysis of the global IT supply chain.
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been relieved. A consensus of the supply chain is to let the manufacturers breathe. The fourth quarter is in line with the traditional off-season, and the days should be easier. From foundries to IC design houses, Taiwanese manufacturers are in the limelight now. DIGITIMES Asia has noted in its reports that the foundry sector is now a seller's market with strong demand to last in end of 2022. Such messages are based on dynamic changes in demand-supply status of IT industry from the most upstream of the supply chain. Component shortages and component cannibalization require long-term rolling tracking. DIGITIMES Asia has been making dynamic adjustments to its views in line with rolling forecasts.
Chip shortage gas been serious, but Apple and carmakers are both asking for more ICs, the former looking to secure supply for its upcoming devices and the latter to prevent dirsuptions to their productions. Chinese IC designers are seeking more advanced manufacturing support from TSMC for their AI and HPC chips. Taiwan-based server makers are keen on expanding production capacity to meet strong demand.
Delta Electronics (Thailand), the subsidiary of Taiwan-based Delta Electronics, has become the regional business headquarters and manufacturing center in India and Southeast Asia for its parent company.
Strong demand and tight capacity are pushing up foundry serivce quotes. Major Taiwan-based foundry houses are expected to report record-high sales in third-quarter 2021. The overall handset market may be weak, but 5G smartphone demand is picking up. Smartphone chip vendors expect their sales to be fueled by 5G offerings in third-quarter 2021. Servers are also gearing up for the 5G edge computing boom.
The server industry is currently seeing a lead time of up to 52 weeks for its component deliveries with lingering shortages, which will not have a chance to improve until 2022, according to Mitac Holding president Billy Ho.
Taiwan's Ministry of Transportation and Communications (MOTC) plans to invest NT$80.7 billion (US$2.9 billion) into digital transformation of airports and seaports, using AI, IoT, big data and other innovative technologies over the next five years.
Blockchain technology is based on programmed computation and cryptography, and its transactions are both immutable and irrevocable. The technology also makes use of peer-to-peer network (P2P) protocols to ensure that the functionality of the entire network remains highly stable even when any individual node is damaged or lost. When applied to innovative business models such as charging stations in the electric vehicle (EV) market, blockchain technology provides a stable, secure, and large-scale management system for different consumers such as vehicle manufacturers, government regulators, energy providers, banks, and the general public.
Vietnam's Ministry of Information and Communications signed a memorandum of understanding (MOU) with Asian Development Bank (ADB) at the end of June to form a partnership for the development of digital government, digital economy and digital society, according to a report by Vietnam Finance.