Taipei, Saturday, October 22, 2016 05:54 (GMT+8)
News tagged Commentary
  • Last update: Thursday 8 September 2016 [297 news items]

Commentary: Business outlook for HMD VR devices still unclear

Sep 8, 16:00

With HTC, Samsung Electronics, Oculus and Google keenly developing hardware devices and related software solutions, the virtual reality (VR) industry looks promising. But not all...

Commentary: Taiwan makers reluctant to yield to Apple requests to lower quotes

Aug 19, 14:13

Apple has met resistance from makers in Taiwan's supply chain to lower their quotes for parts and components for iPhone 7 devices, a move which aims to force Apple to discontinue...

Commentary: ARM a must for SoftBank in paradigm shift

Jul 20, 12:46

SoftBank's decision to buy out ARM for GBP24.3 billion (US$32.2 billion) not only highlights the ruthless investment style of SoftBank's chairman and CEO Masayoshi Son, but also indicates...


Commentary: Micron losses set to continue

Jul 19, 14:05

Micron Technology has announced that it will continue to suffer losses in the fourth quarter of fiscal 2016 (June-August 2016), marking three consecutive quarterly losses. The losses...

Commentary: Samsung Display to continue dominating AMOLED market until 2H17

Jun 28, 20:29

A number of flat panel makers in Japan, Taiwan and China are said to have drawn up plans to ramp their AMOLED production capacity in order to counter the dominance enjoyed by Samsung...

A win-win for ASML and HMI

Jun 17, 09:56

ASML through its acquisition of Hermes Microvision (HMI) will further enhance its detection capabilities for extreme ultraviolet (EUV) lithography equipment, while the deal gives...

Commentary: Foxconn moves one step further to become brand operator

May 20, 09:10

The move by the Foxconn Group to take up control of two global technology brands, Sharp and Nokia, in less than two months has raised concerns that the EMS/OEM giant will eventually...

Commentary: Apple expected to see decreasing profits from hardware

Jan 29, 11:47

Apple is expected to see difficulties maintaining strong hardware sales, as sales of iPhone, iPad and Mac-series products during its fiscal first quarter of 2016 were all weaker than...

Commentary: Challenges facing iPhone suppliers

Jan 13, 12:31

Taiwan-based makers in the iPhone supply chain must have been aware that sales of iPhone 6s and 6s Plus have gradually lost their momentum, meaning Apple's orders for iPhones and...

Commentary: Gaming notebooks, VR devices may not be as promising as expected

Dec 30, 14:13

While the production of gaming notebooks and VR (virtual reality) devices looks to be promising in 2016, keen competition in the gaming notebook sector and a lack of supply chain...

Commentary: Is Micron investment in Inotera a good buy?

Dec 18, 11:04

Micron Technology has offered a deal to make Taiwan-based Inotera Memories a wholly-own subsidiary. Micron, which holds a 33% stake in Inotera, is offering to buy the remaining outstanding...

Commentary: TSMC new fab to boost China semiconductor industry

Dec 10, 10:44

The announcement by Taiwan Semiconductor Manufacturing Company (TSMC) to build a 12-inch wafer manufacturing facility in Nanjing, China heralds the establishment of a cluster of semiconductor...

Commentary: The residue value of feature phones

Dec 7, 22:34

The pace of replacement of smartphones for feature phones is not happening as fast as expected, as the use of handsets by consumers of different regions, the price difference between...

Commentary: Continuing closures at low-generation LCD fabs a sign of the future

Dec 4, 15:17

Decisions by Chunghwa Picture Tubes (CPT) to close down 4.5G facilities and Hydis to close 3G and 3.5G fabs are indicators of weakening demand for low-generation LCD fabs that more...

Commentary: Taiwan IC backend firms facing challenge from fast expanding China competitors

Nov 26, 16:23

A recent media report indicating that China-based Jiangsu Changjing Electronics Technology (JCET) has landed SiP (system-in-package) module orders from Apple could serve as a warning...

China semiconductor investment fund changes the rules of competition, says ASE COO

Nov 6, 14:06

China's national semiconductor industry investment fund has changed the rules of industrial competition, and backed by this fund China-based companies will definitely ramp up the...


Commentary: Tsinghua Unigroup investment in PTI may trigger Taiwan policy change for semiconductor industry

Nov 3, 10:59

The investment of NT$19.4 billion (US$598 million) by China-based Tsinghua Unigroup to take a 25% stake in Taiwan's IC backend service company Powertech Technology (PTI) could lead...

Commentary: China DRAM industry set to rise

Oct 7, 16:12

China's DRAM industry is set to take a big step forward as its state-backed technology conglomerate Tsinghua Unigroup has successfully raided a senior executive from Taiwan's DRAM...

Inotera chairman Charles Kau

Commentary: Will EPD demand increase due to LCD impact on vision?

Oct 1, 10:13

Display makers believe device vendors are increasingly concerned about the effects LCD screens have on peoples' eyes and therefore believe that EPD solutions will see increased demand...

Commentary: The implications of Google-Huawei tie-up for Nexus phones

Sep 29, 09:59

Google is rolling out two new Nexus phones: the Nexus 6P in cooperation with Huawei and the Nexus 5X with LG Electronics. While the market position of the Nexus phones has ebbed,...

Commentary: Taiwan notebook ODMs may not see profitability improve in 2H15

Sep 17, 11:05

The top-four Taiwan-based notebook ODMs all saw their profits decline significantly in the second quarter of 2015, and it still remains unclear if they can turn around in the second...

Commentary: MediaTek to account for over 50% revenues of Taiwan IC design industry

Sep 10, 15:09

The landscape of Taiwan's IC design industry is set to undergo significant changes in 2016 as MediaTek has disclosed plans to acquire up to 100% stake in analog IC vendor Richtek...

Commentary: MediaTek-MStar expansion to pose threat to other IC vendors

Sep 3, 13:48

While the planned acquisition of ILI Technology (Ilitek) by MStar Semiconductor is being regarded as a consolidation process needed for Taiwan's IC design industry, the implementation...

Commentary: ASE purchase of SPIL shares is positive

Aug 25, 16:18

Plans by Advanced Semiconductor Engineering (ASE) to buy up to 25% of Siliconware Precision Industries (SPIL) for an amount likely exceeding NT$30 billion (US$919 million) may be...

Commentary: China notebook ODMs set to ramp up shipments

Jul 28, 11:35

Although the production capability of China-based notebook ODMs is still too small to make a significant impact on their Taiwan-based counterparts, the notebook supply chain in China...

Commentary: Who will Nokia count on for its reentry bid to the smartphone market?

Jul 27, 14:10

It is no longer a speculation that Nokia will be back to the smartphone market, and consumers are likely to catch sight of Nokia-brand smartphones once again in 2016 at the earliest...

Commentary: Why Micron Technology is being targeted for acquisition

Jul 16, 14:55

China-based state-owned Tsinghua Unigroup has signaled interest in buying US-based Micron Technology, a leading DRAM and NAND flash chip supplier, for US$23 billion, a deal which...

Commentary: SMIC gains access to 14nm process technology

Jun 29, 15:11

The recent announcement by China-based Semiconductor Manufacturing International (SMIC) to form a joint venture with Huawei, Qualcomm and Belgium-based microelectronics research institute...

Commentary: Sales of Apple Watch not optimistic

Jun 26, 15:02

Sales of Apple Watch have been lower than expected, totaling about three million units in two months since its availability in late April. Although the smart wearable device will...

Commentary: Taiwan notebook vendors, ODMs cautious about 2H15 outlook

Jun 24, 14:51

Taiwan-based notebook vendors and ODMs are guardedly optimistic about the prospects of the notebook market for the second half of 2015 and are pinning their hopes on the release of...

Commentary: The gaming notebook industry heats up

Jun 23, 12:40

Competition in the gaming notebook segment is surely to become keener in the second half of 2015 as notebook brands including Acer, Asustek Computer, Dell, Gigabyte Technology and...

Commentary: What does rising China supply chain mean for Taiwan?

Jun 18, 15:35

As the China government continues to pour money into fostering local supply chains in terms of capacity and technology, Taiwan makers are starting to feel the heat, and as a result...

Commentary: TSMC set to see more competition in 2H15

Jun 16, 20:03

TSMC chairman Morris Chang's remarks over the company and the semiconductor industry's business outlook have long served as a barometer for the capital market. But market response...

Commentary: UMC aims to trump investment restriction for producing 28nm chips in China

Jun 4, 11:13

United Microelectronics Corporation (UMC) is mulling to accelerate the development of its 18nm process at its fabs in Taiwan in order to pave the way for its subsidiary in Xiamen,...

Commentary: Taiwan could lag China in developing Big Data businesses

Jun 4, 11:06

Taiwan could lag behind China in the development of Big Data related businesses as Taiwan makers are still focusing on hardware products such as servers and storage devices, while...

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Trends and forecasts for the China FPD industry, 2014-2017

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The transition to 4k TV - UHD TV market forecast, 2014-2017
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