With a rapidly growing number of high-tech firms and startups scrambling into research and development combining healthcare and artificial intelligence (AI), targeting the new "AIoH" blue ocean market, National Yang Ming University (NYMU) and Taipei Medical University (TMU) are endeavoring to incorporate advanced technologies including big data analytics, cloud computing and ICT innovations, and engage additional academia-industry collaborations to accelerate the creation of Taiwan's smart healthcare industry chain and a whole new healthcare ecosystem for the realization of home care, remote care, personalized medicine and precision medicine.NYMU achieves outstanding results with its efforts toward AI-based brain science researchThrough coordination and connection across the industry, government, academia and medical profession, NYMU GLORIA will be showcasing its research results in "AI for Medical" at Bio Asia-Taiwan 2020. Aside from co-exhibiting with eight NYMU-incubated firms and leading food manufacturing firm Laurel, NYMU will have professor Jin Wu Tsai and professor Albert C Yang from its Institute of Brain Science present AI applications in healthcare including screening tests that identify neurodevelopmental disorder-associated genes and a diagnostic system for assessing psychiatric disorders.In a report published by information service company Clarivate in April 2020, NYMU is listed as the most active institute in neuroscience research in Taiwan. In view of dementia as an age-related neurodegenerative disorder, Tsai carries his industry experience further and works with his team to build dementia cell and mouse models for testing. Moreover, Tsai's team is the first in the academic circle to use transposon-mediated somatic mutagenesis to identify 30 genes that are potentially involved in brain malformations. They have also developed two-photon microscopy, which is an advanced technique to visualize microscopic structures in the deep tissue and detect neuronal activities in live animals as well as an algorithm to analyze the 3D structure of cerebral cortex synapses and identify areas of neuron synapse degeneration. They have had 27 papers published in international journals including Neuron, Nature Communications and Developmental Cell in just eight years.Seeing that mental health disorders are generally determined based on doctors' subjective assessment, as a psychiatrist and researcher, Yang aims to improve the lack of objective standards in psychiatric diagnosis. He led a team of researchers to develop a structural brain imaging system for psychiatric disorders diagnosis. Using algorithms and deep learning networks to analyze brain MRI images of potential patients and healthy adults, the AI-based system can help with psychiatric diagnosis. Leveraging data analytics, the system currently achieves a more than 90% accuracy, providing clinical reference value for the diagnosis of mental health disorders such as schizophrenia.NYMU Business Center of Industry-Academia Liaison (BCIAL) and NYMU GLORIA CEO Monica Bey noted that NYMU is committed to bringing the university's biotechnology research achievements to commercialization and integrating BCIAL and GLORIA resources to enhance collaboration across the industry, government, academia, and medical profession to create branding effects. As part of MOST's GLORIA program, NYMU works with Laurel to develop dietary supplement "Delicious and Powerlifting Soup" for older adults. The program also facilitated the licensing of the patented therapy for treating head and neck cancers developed by Muh-Hwa Yang, vice president of NYMU and faculty member of Institute of Clinical Medicine, NYMU, to Asclepiumm Taiwan, a novel peptide drug developer. The deal arrived at an amount of tens of millions of NT dollars.In March 2020, CEO Monica Bey invited Marco Lin to come aboard as industrial liaison manager, aiming to leverage his experience in scientific research, business corporations and institutional investors to help conduct an inventory check on NYMU's research achievements using Technology Readiness Level (TRL), a standard commonly adopted in the technology sector. Based on this, NYMU will have scientific and quantifiable data about its research achievements in terms of technological maturity, market application and technology transfer risks when in talks with business corporations and institutional investors for partnership opportunities. In May 2020, NYMU further joined forces with leading ICT manufacturer Asustek Computer to establish an "AI for Medical" program for academia-industry collaboration driving cross-sector R&D, talent incubation and industry connection and thereby turn a new page for Taiwan's biomedical technology development.TMU's innovations accelerate hospital transformationTMU plans to organize seven themed exhibits at Bio Asia-Taiwan 2020, featuring TMU SPARK unique technologies, the university's own patented researches, TMU GLORIA, TMU-incubated startups, TMU Biomed Accelerator, TMU biomed business group, and intramural service center.Through the GLORIA, Academia-Industry Collaboration and SPARK programs, TMU has fostered 10 startups in digital health, AI and medical device fields. Among them, four will present their creations at Bio Asia-Taiwan 2020, including Guzip Biomarkers, Cytoarm, JunHong Biotechnology and tYDS Biotech. Guzip Biomarkers, founded in 2018, is dedicated to the study of Epigenetics. Its MPap test DNA Methylation Detection Kit is intended to verify the risk of endometrial cancer and is marketed in Taiwan by TSH Biopharm through an exclusive licensing agreement. MPap test is provided to patients at Shuang Ho Hospital as an optional item at the patient's own expense. Attempting to resolve the problem of conventional root canal filling material taking too long to harden and being too difficult to handle, tYDS Biotech has developed SavDen MTA, which is Taiwan's first locally produced root canal filling material, based on molecular engineering and biomedical material research. JunHong Biotechnology, co-founded by a TMU team and Lord Duke, markets a mangosteen supplemental drink, which is the first mangosteen product to receive the Food and Drug Administration health food approval to help maintain normal blood sugar levels. JunHong is able to extract, purify and volume produce α-mangostin, which is the main compound in mangosteen fruits to provide the health benefits and also a health ingredient JunHong produces. Focusing on precisely promoting health for all, JunHong endeavors to expand Taiwan's dietary supplement offerings. Cytoarm is a developer of novel drugs recently incorporated in 2020, dedicated to the research of highly targeted bispecific antibodies for cancer treatment.TMU SPARK provides comprehensive services to help the university's research teams commercialize their achievements. The exhibits at Bio Asia-Taiwan 2020 organized by TMU SPARK will encompass EPICAn , a precision blood test for early detection of breast cancer developed by Professor Ruo-Kai Lin's team. The test is the world's first to utilize an automated process to perform epigenetics analysis on liquid biopsy for early detection of breast cancer. Also to be presented by TMU SPARK is ASAP, a system for risk assessment of radiation therapy on cerebral arteriovenous malformation (AVM) developed by Assistant Professor Syu-Jyun Peng's team in collaboration with Taipei Veterans General Hospital. Using automated medical image segmentation with fuzzy c-means clustering, the system can help reduce the risks of complications after stereotactic radiosurgery on AVM patients, including brain tissue necrosis, cerebral edema and epilepsy. According to TMU, there are potential partnership opportunities to work with leading radiation therapy instrument manufacturers such as US-based GE Healthcare, Siemens Healthcare, Japan-based Toshiba Medical Systems Corporation and Sweden-based Elekta to build risk assessment modules based on Professor Peng's research results.Healthcare today has expanded beyond hospital care. The incorporation of smart healthcare and digital health will reshape hospital care. According to TMU, MOST's GLORIA program has increased TMU's visibility, attracting third party or industry attention and allowing TMU to start a positive cycle of academia-industry collaboration. TMU faculty members that used to concentrate on their own academic research now learn to integrate resources and connect TMU with AI, digital health, medical supply and pharmaceutical firms to create a complete biomedical industry ecosystem. For this purpose, TMU Biomed Accelerator will hold an opening ceremony and co-host TMU X BE Demo Day with BE Accelerator on July 23, 2020. Ten selected teams from digital health, AI and medical device fields will present their achievements resulting from six months of efforts combining clinical resources, match-making research and academic teams and guidance by biomedical experts and global mentors. Speakers from Internationally renowned programs including Japan Biodesign and Singapore Biodesign will also join the event and shed light on new biomedical knowledge and creations.AI-enabled biomedical advances will redefine healthcare systems and services while spurring the next wave of biomedical industry growth. Riding the AIoH wave, NYMU with the neighboring Taipei Veterans General Hospital and TMU with three affiliated hospitals including Taipei Medical University Hospital, Wanfang Hospital and Shuang Ho Hospital are in a strong position to become ideal testing grounds for smart healthcare transformation. This advantage combined with MOST's GLORIA program to bridge the academia and industry and integrate resources will enable NYMU and TMU to dig deeper into their creativity and spark ideas that can turn into research achievements with global competitiveness. Their efforts will help Taiwan upgrade its smart healthcare industry and capture rising opportunities at the critical time of global transformation to play an influential role in Asia Pacific's biomedical technology scene.The NYMU GLORIA teamPhoto: NYMUTMU assistant professor Syu-Jyun PengPhoto: TMU

Apple looks set to unveil dual-mode 5G iPhones later this year, setting the benchmark for high-end smartphones and outracing Andriod competitors in phone specs. But industry observers speculate that Apple may introduce single-band iPhones in 2021 due to practicality and cost concerns. In the iPhone supply chain, Luxshare promises to be a new assembler after taking over two of Wistron's assembly lines in China. In the displays sector, LCD panel maker AUO has stepped up efforts for mini LED applications by having its subsidiary Lextar form a holding company with fellow LED firm Epistar.Apple may roll out iPhones with single 5G band support in 2021, say sources: Apple's 2020 series of iPhones will work on both sub-6GHz and mmWave 5G networks, but there is a good chance that the vendor may introduce new models supporting either of the bands but not both for specific markets in 2021, according to sources from Taiwan's IC supply chain.Foxconn, Pegatron to suffer from Luxshare becoming new iPhone assembler?: Wistron's latest move to sell its assembly lines in Kunshan, China to Chinese IT manufacturer Luxshare Precision Industry has marked a major shakeup in the iPhone supply chain, but the reshuffle will not necessarily be bad for another two existing iPhone assemblers Foxconn and Pegatron and may instead drive them to advance to a new height, according to industry observers.AUO to sharpen mini LED development with Epistar, Lextar: AU Optronics (AUO) will enhance its cooperation with a holding company to be formed by one of its subsidiaries Lextar Electronics and Epistar, as it moves to sharpen its LED technology and product development, according to industry sources.

Following the release of Flexible Access in 2019, Arm, a subsidiary of SoftBank, is opening up the project to startups with no charge, helping newcomers to reduce costs for product developments. Arm will only begin charging licensing fees from these companies until they begin selling products to make income.To understand more about the project as well as Arm's strategies and planning for 2020, Digitimes recently talked to CK Tseng, president of Arm Taiwan.Q: What's Arm's assessment of the handset market in 2020?A: Arm's IPs and architectures belong to the very top of the upstream supply chain. Arm's incomes from royalties are actually not able to represent the current market status since Arm usually does not collect royalties until after client' begin shipments.Compared to wafer foundries that are able to judge the market's status by their orders, the numbers that Arm has are already rather late.Q: How does Arm see 5G developments this year?A: Judging from its recovery at the moment, the Chinese market will require around three months to get its pace back in 5G deployment. But Europe and North America are currently still being seriously impacted by the coronavirus pandemic and their progresses are difficult to assess.Overall, the worldwide 5G deployment is being undermined by the pandemic, but it remains to be seen how much longer the pandemic will be delaying the 5G development.Q: Will the delay in 5G deployments affect AIoT developments?A: Handsets have seen a dramatic deceleration in shipment growth. As handsets have become a necessary device in our lives, enterprises have been pushing to develop technologies to improve user experience and this trend can be seen from the rising handset pricing.Delays in 5G deployments are unlikely to have a major impact on IoT applications' development, as the next 10 years will be the golden era where key technologies will emerge. With new 5G and AIoT technologies as well as new interfaces, more emerging applications are expected to appear, and there will be more startups woking to satisfy the market's demand.Q: What is Arm's strategy against the deceleration in handset shipment growth?A: Arm has been transforming its businesses in line with changes in demand, but the transformation has been more about technology than business models. However, the company's first business model transformation happened at the end of 2015 when Arm released the fast-track license for the Cortex-M0, allowing its partners to make payment online and download the IP.In 2019, Arm released Flexible Access, allowing developers to access 75% of the company's technological resources including IP, software and technical support. At the end of April 2020, Arm launched Flexible Access for Startups to offer the entrepreneurs critical resources for their tech developments.Flexible Access for Startups allows new companies to gain access to the same 75% of technological resources from Arm without needing to pre-pay license fees.Q: How does Arm profit from Flexible Access for Startups?A: Unlike our traditional licensing system, Arm will not charge any fee for the use of its technological resources before startups are able to begin tape out. Startups may make changes to the product design during the phases from building up prototypes to pilot production, and may shift to other IP architectures to perfect the design. Arm does not begin charging licensing fees from these companies until they are able to generate sales.Flexible Access for Startups has already been activated for a couple of months and attracted several startups to sign up.Q: Does Arm provide any consulting services to the startups?A: Flexible Access for Startups' supporting services are based on clients' needs. Some clients know what solutions they need, while some need advices and analyses from Arm in order to decide the directions for their product designs, technology development, marketing and operation.The solution is offered with the same pricing worldwide.Q: What advantages does the Arm architecture have against x86 and RISC-V?A: Arm is a technology provider and not an end product manufacturer. Such a role gives it a broader perspective, allowing it to develop technologies that support entire systems, accelerating the time-to-market for products and helping establish comprehensive ecosystems.Clients are able to use Arm's resources while conducting R&D, design and manufacturing to shorten time-to-market and reduce costs.Q: How will Arm promote the Flexible Access for Startups? Is Arm providing any other assistance to startups?A: The Flexible Access for Startups program does as much as it can to help startups materialize their ideas. Since startups usually have difficulty finding the right entry point to the ecosystem, Arm will not rule out the possibility of connecting them to others in the ecosystem.Although Arm has eliminated the pre-production licensing fees for startups, these newly formed companies may still go bankrupt before they get to the point of selling their products. Arm hopes more partners in the industry can extend help to these startups.Q: Is Arm's operation being affected by the coronavirus pandemic?A: The pandemic has a major impact on the IT market. Asia had the worst impact in the first quarter, and Europe and North America in the second. End-market demand for IT products is also seeing changes and affecting both the upstream and downstream in the supply chains.When the pandemic is contained, demand will also start to reappear. China, for example, has seen a fast recovery after the outbreak there was put under control, and it is accelerating the establishment of its 5G infrastructure. If Europe and America do not see a second or third wave of the pandemic, they should also see a fast return of demand for end products.Applications such as those for remote study and work have also become new business opportunities for sectors such as systems, network communication, devices and cloud computing platform.Arm Taiwan president CK TsengPhoto: Monica Chen, Digitimes, July 2020

TSMC is clearly the leader in the foundry business, with a big gap separating the Taiwanese firm from its competitors, including Korea's Samsung and China's SMIC. Samsung has already migrated to 5nm process manufacturing, but reportedly is struggling to raise the yield rates for node. SMIC is lagging further behind though its recent debut on STAR of China's Shanghai Stock Exchange (SSE) has promised sufficient funds supporting its R&D. But SMIC faces hurdles ahead. Chinese firms may be lagging in the foundry sector, but their device assemblers are fast catching up with Taiwanese manufacturers. Taiwan-based Wistron has announced it is selling two plants in China to Chinese device assembler Luxshare, raising speculation that Apple is looking to allow the latter to enterits iPhone supply chain.Samsung struggling to improve 5nm process yield, say sources: It remains to be seen whether unsatisfactory yield rates at Samsung Electronics' 5nm EUV process may affect the launch of Qualcomm's next-generation flagship 5G mobile chip series, according to industry sources.SMIC faces hurdles catching up with TSMC: China's state-backed SMIC has stepped up the development of its FinFET process technology, disclosing plans to roll out its FinFET N+1 and N+2 processes without implementing EUV lithography.Wistron to sell iPhone factories in China to Luxshare:Wistron has announced it is selling two of its subsidiaries in China to Chinese IT manufacturer Luxshare with the transactions to total CNY3.3 billion (US$472.37 million). The transactions could mark major changes to Apple's supply chain strategies, according to industry sources.

Bio Asia-Taiwan 2020, which opens on July 22, 2020, will be held in an unprecedented "Online + Live" format. The event will be the first global biotechnology conference taking place in Asia amid the COVID-19 pandemic. Global Research & Industry Alliance National Cheng Kung University (GLORIA NCKU) and Chang Gung University (CGU) from the International Intelligent Biotech and Medical Alliance have made leaping advances in epidemic prevention research. Their front-running research achievements in body temperature monitoring, surgical masks and virus testing stand a good chance of being marketed worldwide and tapping the multi-billion-dollar virus prevention market.NCKU's HEARThermo smart wristband featured in international journalGLORIA NCKU will showcase its achievements in three theme areas including COVID-19 prevention, in vitro diagnostic (IVD) devices and remote healthcare at Bio Asia-Taiwan 2020. Its exhibits encompass multiple applications and products which are the results of industry-academia collaborations, demonstrating Taiwan's potential in medical biotechnology research for the world to see.According to professor Woei-Jer Chuang, associate vice president of NCKU and director NCKU's Transfer and Business Incubation Center, the university established its Center of Infectious Disease and Signaling Research in 2011, the first of such research institutes in Taiwan. Dedicated to the study of viruses including enterovirus 71 and Dengue virus, the center has accumulated years of research experiences and resources on infectious disease research. NCKU's Department of Biomedical Engineering will be among the university team hosting exhibits at Bio Asia-Taiwan 2020 to showcase its portable platform for rapid infectious disease testing, which can quickly identify highly infective patients of Dengue fever.Since its establishment under the support of the Ministry of Science and Technology (MOST) in 2017, GLORIA NCKU has stayed focused on three main areas: healthcare and biotechnology; smart devices; and green energy and materials. Amid the COVID-19 pandemic in 2020, NCKU's team comprising healthcare, engineering and ICT specialists introduced a smart continuous real-time body temperature monitoring system, which combines the HEARThermo wristband for constant body temperature monitoring and AI algorithms for abnormally high temperature detection. The device has been worn by more than 460 frontline and supporting healthcare workers as well as patients since the onset of the COVID-19 outbreak. The report on the use of the system in COVID-19 control and prevention has been published in the renowned Journal of Microbiology, Immunology and Infection. GLORIA NCKU has also received online inquiries from a New York hospital, and from Irish and British firms about the system. The team has also founded a startup NightingaleAI with a focus on CareAI services to continuingly develop high-tech epidemic prevention solutions. Multiple ICT device manufacturers looking to expand into smart healthcare have expressed interest in investment deals.As part of its plan to expand into the healthcare sector, Qisda approached NCKU for industry-academia research collaboration. Its subsidiary BenQ Medical Technology engages in a partnership project with NCKU-supported startup Meet Tec to manufacture coating production equipment based on Meet Tec's patented technology, which can apply coating materials onto surfaces of different characteristics. The technology can be used to help manufacturers of wide-ranging products, such as high-end surgical masks, air filters, baby diapers, feminine hygiene products, protective clothing and electronic devices, enabling anti-bacterial and anti-virus properties for their products. These products are also marketed through BenQ Medical Technology's sales network. The partnership project is a perfect example of an industry-academia collaboration result going to market.More startup firms will present their solutions at Bio Asia-Taiwan 2020, including MediVisionTech's upper gastrointestinal (UGI) bleeding monitoring system. A tiny endoscope with a camera is placed in the stomach via the nasal tunnel. It is connected to a wearable host with image transmission capability. The system constantly monitors images of the stomach for precise and real-time detection of early and post-operative bleeding. Yutech will also exhibit its home care solution, which is a continuously operating heart rate monitor based on a low-power consumption ECG signal sensing module coupled with Bluetooth 5.0 transmission to send data to a remote device.Having collected Taiwan's most comprehensive virus database, CGU makes contribution to global public healthFor its proximity to the Taoyuan International Airport, Chang Gung University (CGU) is selected as a designated coronavirus testing center to help guard Taiwan's borders against COVID-19. CGU's Research Center for Emerging Viral Infections, in charge of coronavirus testing, joined the International Intelligent Biotech and Medical Alliance in 2019. The center will present its platform technology for detecting antiviral efficacy at Bio Asia-Taiwan 2020. Having collected more than half of Taiwan's virus strains, the center holds a valuable virus database, which has attracted the attention of biotechnology firms and venture capitalists.Antiviral efficacy detection uses cells to test and analyze a product's ability to suppress multiple types of viruses. It provides a way for quantification of virus activity, such as plaque reduction assay, to evaluate a product's ability to kill or suppress virus. Take COVID-19 for example. The center has completed DNA sequencing for 32 COVID-19 strains and isolated antibodies from infected patients for 25 strains. The center has three research papers on COVID-19 published respectively in Journal of Clinical Microbiology, Emerging Microbes and Infections and Nature Structure and Molecular Biology.Furthermore, the center has long engaged in the study of viruses that are likely to mutate and cause a widespread outbreak, such as enterovirus, influenza virus and avian influenza virus. It has built animal models of enterovirus 71 and influenza virus infection, so it can help assess vaccine and drug efficacy on animals, provide comprehensive virus detection in cells or animals and support later stage development with lab data.Comprising a group of 50 researchers, the Research Center for Emerging Viral Infections has been in operation for more than a decade since its establishment in 2008. It has engaged in 14 academic exchange and research programs with foreign educational institutions as well as industry-academia collaboration projects with dozens of biotechnology firms every year, including Panion & BF Biotech, Seeing Bioscience, Formosa Biomedical Technology, Far East Bio-Tec, Trentron, Green & Safe and Orange House. Multiple products for influenza virus testing, enterovirus testing and hand soap antiviral efficacy assessment are being marketed as a result of these collaborations. The center even expanded internationally by signing a technology transfer agreement to license its enterovirus viral gene expression plasmid to Singapore-based vaccine company Sun Biotech.The International Intelligent Biotech and Medical Alliance will further invigorate the center's industry-academia collaboration energy by helping the team led by the center's director Shin-Ru Shih tap more forward-looking international resources and make advances in antiviral efficacy assessment services, test kits, vaccine development services and broad-spectrum antiviral drug research. As part of its initiative to foster startups, the alliance has introduced the center to multiple domestic and international medical testing solution providers and pharmaceutical firms which have expressed interest and actively engaged in talks.As a member of the Chang Gung Memorial Hospital Group, CGU has access to clinical trial platforms and healthcare technologies. Its International Intelligent Biotech and Medical Alliance was approved and established in August 2019 with an aim to focus on vertically-integrated, high-quality laboratory animal services, DNA sequencing, translational biomedical engineering, testing bio-chips, long-term care, smart healthcare and unique virus strain testing for vaccine production. More than 20 domestic and international enterprises including Infineon and Medigen Vaccine Biologics have signed up to become members of the alliance.CGU will make its debut at Bio Asia-Taiwan 2020 under the banner of its International Intelligent Biotech and Medical Alliance with 16 teams presenting their research achievements. Kuang-Hung Hsu, vice president, CGU and Wen-Piao Lin, director of Office of Technology Development and Industry Liaison, CGU will join the CGU teams at the event. Aside from the platform technology for detecting antiviral efficacy developed by Shih's team, Chang Gung Hospital will host three exhibits alongside four showcases co-presented with CGU-incubated firms: an indoor space sterilization and disinfection system with Bio-cando, a YSTC precision high voltage DC power supply with You-Shang, a hypochlorous acid generator with Abes and a fecal occult blood test kit with Sigknow Biomedical. Visitors will see actual products on display and have a chance to communicate with the CGU teams to explore potential partnership opportunities.Field of application has always been the key factor driving rapid commercialization of industry-academia collaboration results. According to NCKU, thanks to MOST's GLORIA project, technology transfer from academic research to commercialization has growth 50% in dollar amount over a three-year period. With Taiwan making outstanding progress in COVID-19 control and prevention, the two universities are committed to continuing their efforts toward developing innovative biomedical technologies, with an aim to help the Taiwan biotech sector expand internationally.CGU's platform for detecting antiviral efficacyPhto: CGUNightingaleAI with a focus on CareAI servicesPhoto: Company

Smartphone sales have been weak in the wake of the cornavirus pandemic, but TSMC has disclosed it has seen the supply chain actively preparing for new 5G smartphone launches. TSMC has seen robust demand for 5nm process technology driven by 5G smartphones and HPC applications, but as the pandemic has caused some delays to 5nm chip deliveries, contribution of the 5nm segment to the foundry house's sales in 2020 will be slightly lower than previously estimated. The second-half 2020 outlook for the passive components market may have been dimmed the persisting pandemic, but Yageo's chairman says there is no need to be pessimistic.TSMC raises forecast for 5G smartphone penetration: TSMC has revised upward its 5G smartphone penetration rate forecast for 2020 to 17-19%, but expects the overall smartphone shipments this year to decline 11-13%.TSMC expects 5nm to generate 8% of 2020 revenue: TSMC expects to see 5nm process technology account for about 8% of its total wafer revenue in 2020, compared with the about 10% estimated previously. The foundry also confirmed it has stopped taking new orders from Huawei to comply with US export regulations.Passive components demand unclear in 2H20, but not pessimistic, says Yageo: The passive component market outlook for the second half of 2020 remains uncertain, but there is no need to be overly pessimistic about it, Yageo chairman Pierre Chen has said.

TSMC has reported strong results for second-quarter 2020, thanks to continued robust demand for 5G infrastructure deployments and HPC-related products that was able to offset weaknesses in demand for other applications. Now the foundry house has raise its outlook for 2020, expecting sales growth of more than 20% for the year. Sources from the supply chain estimate that TSMC's wafer start shipments will see a double-digit percentage point gain in third-quarter 2020. The foundry house reportedly is also making Arm-based processors for Apple's next-generation Macs to be launched by year-end 2020p.TSMC expects 3Q20 revenue to increase 9%, raises outlook: TSMC expects to post revenues of between US$11.2 billion and US$11.5 billion in the third quarter of 2020, which is a 9.3% sequential increase at the midpoint. Gross margin and operating margin for the third quarter are estimated at 50-52% and 39-41%, respectively.TSMC wafer start shipments expected to post double-digit gains in 3Q20: TSMC's wafer start shipments are likely to post double-digit percentage point gains sequentially in the third quarter due to high capacity utilization rates enjoyed by the pure-play foundry house, according to sources from Taiwan's IC solution suppliers.TSMC to see orders increase for Arm-based Macs in 2H21: TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021, according to industry sources.

The coronavirus pandemic has hardly dented the business of the world's top contract chipmaker, and instead market observers believe TSMC will see strong results for the third quarter and the entire 2020, driven mainly by a ramp-up in 5nm and 7nm chip orders. And the foundry house is also seeing strong orders for its mature manufacturing processes. The handset market may be weak at the moment, but 5G smartphone penetration in China is rising, thanks to local vendors lowering prices to stimulate demand. Market watchers bullish on TSMC revenue outlook: Market watchers are generally optimistic about TSMC's sales performance in the third quarter and all of 2020, despite the ongoing coronavirus pandemic and tougher US sanctions against Huawei that may soon block the foundry from producing chips for its biggest China-based client.TSMC sees mature process capacity utilization pick up: TSMC has seen capacity utilization rates for 16nm and more mature processs pick up recently, and has demanded sufficient supplies from related materials providers through October, according to industry sources.Shipments of 5G smartphones gaining momentum in China: Smartphone shipments in the China market decreased 17% on year to 28.6 million units in June, with 5G models accounting for 17.5 million units or 61% of overall shipments in the month, according to media reports in China.

Taiwan is stepping up fostering startups with more innovations in the biotech sector aiming to build a major biotech and medicine R&D base in the Asia-Pacific region, with a focus on precision health and medicine, according to government sources.The government has listed biomedicine as one of the six core strategic industries for priority development in the next few years, and will significantly strengthen biomedical resources and anti-epidemic tech momentum, the sources said.Government officials said Taiwan's biomedicine industry will focus more on promoting precision health for people in all age groups through diverse aspects such as prediction, prevention, inspection, medication and care services.The officials stressed that along with the advancements of AI applications, precision medicine is emerging as a major trend and will continue to usher in new changes and advancements in healthcare services, with biobanks and relevant data to play a key role in biotech innovations and new products development.Taiwan now has a total of 32 biobanks with around 4.5 million specimens, providing unique biomedical resources to support the country's development of precision medicine. This, coupled with big data from the national health insurance databank, can attract multinational pharmaceutical firms to jointly develop biomedical drugs, the officials believe.Taiwan still lags in some advance medical technologies such as immunotherapy, cellular therapy, gene therapy, CAR-T and RNAi, the officials said, adding that the country can leverage its ICT advantage to support cross-domain cooperation with the biomedical sector in developing precision inspection technology and equipment, precision medicines, and personalized healthcare services.

Taiwan-based ICT firms have been keen on developing hardware, software or hardware/software-integrated products for smart healthcare.Wistron Medical Technology, a subsidiary of ODM Wistron, has developed exoskeleton robots and biometric devices, invested in clinical information system provider Maya International, cooperated with a hospital to develop a hemodialysis system and with another to develop a smart hospital management system.IC design house FocalTech Electronics' subsidiary FocalTech Smart Sensors has worked with National Taiwan University Hospital's branch at Hsinchu Biomedical Science Park to develop a smart biometric solution, with measurement data to be combined with the hospital's medical resources to develop a smart medical care ecosystem.Asustek Computer has applied its IT hardware/software capability and R&D of AI, cloud computing and big data to development of smart wearables and smart medical care solutions, and has partnered with several startup businesses and medical device suppliers to form a smart medical care alliance.Notebook and server ODM Quanta Computer has been engaged in precision medicine, focusing on development of algorithms and medical devices as well as application of cloud computing and big data analysis. Quanta has set up an AI lab to develop deep neural network learning, and worked with many hospitals developing telemedicine, smart ward solutions and medical equipment.