Taipei, Thursday, November 26, 2015 00:34 (GMT+8)
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News tagged Commentary
  • Last update: Friday 6 November 2015 [282 news items]

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...

Commentary: AUO management transition and what it means for the company

May 14, 14:40

AU Optronics' (AUO) financial performance has recovered over the last two years driven by new strategies set by president Paul Peng. As a result, AUO has assigned Peng to take over...

Commentary: TSMC to continue to lead in 28nm process segment

May 11, 16:05

Taiwan Semiconductor Manufacturing Company (TSMC) will continue to lead in the 28nm process segment despite mounting competition from Samsung Electronics, Globalfoundries, United...

Commentary: Acer, Asustek dive into smartphones, wearable devices may not bear fruit

May 8, 13:52

Acer and Asustek Computer have both stepped up efforts to promote sales of smartphones and wearable devices such as smartwatches and bracelets as a means to boost revenues for 2015...

Commentary: Huali Microelectronics sets new milestone for entering memory chip segment

May 7, 14:43

Shanghai Huali Microelectronics (HLMC), a 12-inch wafer foundry under the China-based Shanghai Huahong Group, has reached a milestone by snapping up foundry orders from Taiwan-based...

Commentary: Nokia set to become a telecom equipment player

Apr 28, 14:05

Nokia's recent moves, including its announcement to buy France-based Alcatel-Lucent for EUR15.6 billion (US$16.6 billion) and to review an option for a potential divestment for its...

Commentary: HTC reveals confusing product positioning strategy

Apr 17, 13:51

HTC has launched three models of its HTC One family, the M9, M9+ and E9+, in less than two months, a speed which seems to be too fast to enable consumers to understand its product...

Commentary: TSMC to lag UMC, Powerchip to build 12-inch fab in China

Apr 16, 14:22

Taiwan Semiconductor Manufacturing Company (TSMC) may not only lag behind rival United Microelectronics Corporation (UMC) but also Powerchip Technology in the race to build 12-inch...

Commentary: Samsung adoption of Microsoft apps could be ill-fated

Apr 13, 22:16

Samsung Electronics has announced that its mobile devices including smartphones and tablets will come with built-in Microsoft apps, a move which appears aimed at stemming its falling...

Commentary: ECS announces controversial high dividend plans

Apr 8, 15:28

Motherboard maker Elitegroup Computer Systems (ECS) caught the headlines recently due plans to distribute a cash dividend much higher than what it earned in 2014.

Commentary: China moves step forward to developing DRAM technology with ISSI buyout

Apr 1, 14:36

China imports up to US$200 billion worth of chips a year, an amount which is higher than comparable figures for imports of crude oil and raw materials. Since memory chips account...

Commentary: Automated production lines a priority for ODMs

Mar 27, 14:26

Foxconn Electronics (Hon Hai Precision Industry) has signed contracts with Korea-based SK C&C to establish a joint venture and apply SK C&C's IT services to Foxconn's automated...

Commentary: Xiaomi heading for a bumpy road

Mar 20, 11:02

In just over three years Xiaomi Technology has become one of the top-five smartphone vendors globally, and company founder and CEO Lei Jun has stated that Xiaomi will aim to become...

Commentary: Apple Watch likely to become top player in smartwatch market

Mar 10, 12:04

Apple Watch is likely to become the top player in the smartwatch market following it official debut on March 9 although it came late compared to rival vendors including Samsung Electronics,...

Commentary: Galaxy S6 to bring significant impact on supply chains

Mar 4, 12:07

The launch of the Galaxy S6 may help Samsung Electronics revive its flagging smartphone business thanks to improvements in terms of product design and functionality. And yet, the...

Commentary: 14nm FinFET process, Galaxy S6 crucial to Samsung semiconductor business

Feb 26, 14:00

The debut of Samsung Electronics's new flagship smartphone the Galaxy S6 at the upcoming MWC 2015 will mark the world's first smartphone powered by a 14nm 3D FinFET processor and...

282 items [1/9]
Realtime news
  • TEEMA urges Taiwan government to take action on China hostile headhunting

    Before Going to Press | 2h 41min ago

  • ASE to expand workforce at Chungli facility

    Before Going to Press | 2h 42min ago

  • All-in-one PC shipments to drop over 10% in 2015

    Before Going to Press | 2h 48min ago

  • Acer launches Predator series products in Taiwan, eying opportunity from IT Month show

    Before Going to Press | 2h 49min ago

  • Taiwan PCB production value increases over 7% sequentially in 3Q15

    Before Going to Press | 2h 56min ago

  • D-Link sees strong smart home product sales in Europe

    Before Going to Press | 3h ago

  • Korea government to invest US$110 million into wearables development, says report

    Before Going to Press | 3h 8min ago

  • Global LCD TV shipments to grow 2% in 2016

    Before Going to Press | 3h 13min ago

  • Himax obtains design-wins for smartphone-use force touch solutions

    Before Going to Press | 3h 16min ago

  • ZTE receives government funds to accelerate development of in-house mobile processors

    Before Going to Press | 3h 20min ago

  • TSMC may raise dividend for 2016

    Before Going to Press | 3h 21min ago

  • Sales of 40-inch TVs in Japan strong in October

    Before Going to Press | 3h 23min ago

  • Taiwan notebook makers seeking lower chip quotes for 2016

    Before Going to Press | 3h 24min ago

  • TWM withdraws from bidding for 2,500-2,600MHz bands

    Before Going to Press | 3h 27min ago

  • Digitimes Research: Japan telecom operators offering household robots to boost revenues

    Before Going to Press | 3h 37min ago

View more
Display panels for wearable devices
Taiwan server shipment forecast and industry analysis, 2015

25-Nov-2015 markets closed


TAIEX (TSE)8400.14-85.59-1.01% 

TSE electronic328.06-3.94-1.19% 

GTSM (OTC)126.69-1.59-1.24% 

OTC electronic157.69-2.98-1.85% 

2015 global notebook demand forecast
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.