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Wednesday 17 November 2021
Asia Venturing V: Global capital market flat? New trends emerging in Asia
Is the global capital market getting flat? Are late-stage investors chasing early-stage startups a new trend or a fad? Is Rivian SPAC reasonably valued? Experts discussed these questions at the fifth round of Asia Venturing, a monthly event co-powered by Anchor Taiwan and DIGITIMES.
Wednesday 17 November 2021
Industry watch: How to convince IT elites
The Chinese name of DIGITIMES has often been mixed up with another Chinese publication in Taiwan. During one recent event, a friend of mine asked if DIGITIMES would consider changing the Chinese name in order to clear the confusion.
Tuesday 16 November 2021
China's fixed prices for lithium batteries is preventing the competition from growing
The price of lithium batteries continued to increase through the end of the third quarter due to the shortage of key materials and material prices skyrocketing. Coupled with China's power restriction, many China-based lithium battery factories announced price increases during the country's 11-day holiday. Seeing as the price of raw materials continues to soar, analysts are now wondering to what extent it will affect the rising price of batteries for electric vehicles (EV) in the future.
Tuesday 16 November 2021
Industry watch: Is the information and consulting service industry a buyer's or seller's market?
Is the information and consulting service industry a buyer's or seller's market? The answer depends on the mentality of buyers and sellers and the current industrial environment. Nevertheless, I believe the next 10 or even 20 years will be a golden period of professional information service industry. With increasing diversity of business opportunities, companies that can provide professional services are getting fewer. But it eventually depends on the mentality of both sides to characterize it as a buyer's or seller's market.
Monday 15 November 2021
NATEA US Taiwan High-Tech Forum: Dawn of new blockchain era
New trends and tech advances are emerging from the horizon of blockchain technology. On the second day (Nov.13th, Taipei time) of the 2021 U.S. Taiwan High-Tech Forum (UTHF) hosted by the North America Taiwanese Engineering and Science Association (NATEA), Blockchain experts including Edward Chang, adjunct professor at Stanford University, Andrew Tang, chair of the executive committee at Draper University, Clara Tsao, founding officer and director of Filecoin Foundation shared insights in new technologies and latest trends.
Monday 15 November 2021
Industry watch: Recruiting talent
The IT industry is in desperate need of talent. TSMC and MediaTek are actively recruiting. Universities are discussing what the right talent shuld be for the "future" society. But I am more concerned if people would regret 20 years from now for the career choices they make today. How can we derive from the past industrial development the requirements for talent who will meet the needs of our future society and enterprises?
Friday 12 November 2021
Industry watch: Specifications, prices and strategies
In his speech delivered at the 20th anniversary of Monte Jade Science and Technology Association of Taiwan, Morris Chang stressed several times that TSMC would not resort to pricing strategies, but pricing was often his trump card to win customers' orders. In 1974, Chang became VP of Texas Instruments (TI). He stressed in a media interview: "TI to continue cutting prices on TTL." At that time, Texas Instruments accounted for more than half of the global TTL market share. But why did Chang decide to reduce prices? We came to realize that Chang is a "learning curve believer." Price is a learning curve designed to raise barriers to competition and deter competitors. Therefore, behind Chang's price cuts lie the corporate strength and strategy.
Friday 12 November 2021
6 megatrends in capital market: Interview with Duncan Davidson, co-founder of Bullpen Capital
Companies around the world kept tapping the capital market with trillions of dollars. In 2021, some US$8.7 trillion has been raised through equity sales, bond offering, and loan deals, according to the data of Refinitive, also cited by Financial Times. This year, SPACs boom and the number of IPOs also broke the record in the past decade. All these stats show the capital market has never been so hot and full of investors from all over the world.
Thursday 11 November 2021
Industry watch: 'I lose interest in the work right after the premiere'
Entrepreneurs love adventures. The destination of a journey is the inception of another. Look at it in another way: Real entrepreneurs never stop innovating. They enjoy the process rather than the applause that greets them at the destination.
Wednesday 10 November 2021
New economy in Taiwan likely to grow threefold in 10 years: Q&A with QIC CEO Alex Lee
In a pre-event interview with DIGITIMES, Quantum International Corp. (QIC) founder and CEO Alex Lee shared his insights on the triple forces boosting the growth of Taiwan after the US-China Trade War and the COVID-19 pandemic. He also made an impressive prediction on the new digital economy of Taiwan in the next 10 years.
Wednesday 10 November 2021
Industry watch: The era of market equilibrium is gone
In 2001, the PC-centric industrial structure started to evolve to a new era of mobile communication constituted by PCs, mobile phones and netcom products. The booming manufacturing industry has nurtured the development for upstream component industry, which has led to the rise of the semiconductor industry. In the past 20 years, diversified development and economies of scale of the science and technology industry have been the greatest achievements in the history of the development of emerging countries in the Asia-Pacific region.
Tuesday 9 November 2021
Industry watch: Supply chain disruption redefines value creation
After the subprime mortgage crisis, most people cut back on spending. The gap between supply and demand was small in about 10 years, largely maintaining an equilibrium. It is fair to say that the past two or three decades have been the most efficient era of supply chain globalization. To maintain cost-effectiveness, European and American branded enterprises entrusted large orders to Taiwanese firms and other manufacturers in the Asia-Pacific region. They took advantage of the cheap labor and social costs of China, giving birth to the world's factories, as well as an unparalleled supply chain production system. Concentrated resources from labor, energy and capital have facilitated the process of mass production which brings commercial success for technology invented in the advanced countries. Taiwanese firms have benefited from the opportunities to build up their industrial strength. China has capitalized on the trends to rise. This is the core of the changes in the global ICT industrial system that the world has seen since year 2000.
Monday 8 November 2021
Foxconn chairman Young-Way Liu talks semiconductor, EV trends on US-Taiwan High-Tech Forum
With the continuous advancement of technology, semiconductors and the role they play are becoming increasingly more important across industries and in personal life. Hon Hai (Foxconn) chairman Young-Way Liu talked about new perspectives and the future development of semiconductor technology and supply chain at the 2021 US-Taiwan High-Tech Forum hosted by the North America Taiwanese Engineering and Science Association (NATEA) on November 6.
Monday 8 November 2021
US-Taiwan High Tech Forum: Applied Materials group VP Brian Shieh highlights display tech development
Brian Shieh, group vice president and general manager of the Display Technology Group at Applied Materials, participated in the US-Taiwan High Tech Forum - held online by North America Taiwanese Engineering & Science Association (NATEA) on November 5 - to discuss the evolution of display technology and its impact on the semiconductor industry. The new generation technologies including Natural 3D are expected to further expand the semiconductor content and play a role in driving the megatrends of the semiconductor industry.
Monday 8 November 2021
Global supply chain in dissolution: Some others to come
North America Taiwanese Engineering & Science Association (NATEA) invited Hon Hai (Foxconn) chairman Young Liu as the guest speaker for the opening of its 30th anniversary of founding. Liu pointed out that semiconductors have become a part of life and made us "smarter" thanks to AI technology. Since the significance of semiconductors has been widely recognized around the world, subsidies and incentives are generously launched by multiple countries. The US is not alone to adjust its strategy; Europe has also entered the race. The camps within the global race may be constituted by "G3" beyond the existing "G2." Despite cost advantages in the past, Taiwanese enterprises need to shoulder 30% more in terms of the cost of building factories in the US than in Asia, and it may be even higher for the semiconductor industry.