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Thursday 18 August 2022
AMD and Intel's data center competition has a new frontier: silicon photonics
AMD has made quarterly share gains in the serve market consecutively for three years, according to Mercury Research. It made its largest quarterly gain in second-quarter 2022 since 2017, capturing 13.9% of the global sever CPU market, compared to 11.6% in first-quarter 2022 and 9.5% in second-quarter 2021.
LATEST STORIES
Wednesday 17 August 2022
Why I love electronics industry (5): Leverages and multiple fun
The wafer foundry, fab tools and component distribution industry sectors all seem to consist of specialized companies in the field of semiconductors, and it is difficult to do cross-domain operations. News in the electronics industry is meant for the right audience, and "segmentation" has become an important concept.
Tuesday 16 August 2022
Net Zero Series (3): Transcene, 'unknown consultant' behind TSMC
Transcene, an urban miner and advocate for the circular economy, has assisted its semiconductor clients such as TSMC and ASE in closing the material loops.
Monday 15 August 2022
Why I love electronics industry (4): Making money is only meant to enable a free life
I always think that "people who have a free mind are wise people." Making money is a "mundane" matter, and one probably wouldn't need too much money once one's mind is freed.
Monday 15 August 2022
Net Zero Series (2): Carbon offsetting creates buying guilt or a path to reach net zero?
To date, there are more than 60 countries and regions that have implemented or passed legislation for carbon pricing, including Taiwan. It will implement a carbon tax and trading scheme in 2030 as part of its goal to reach net-zero emissions by 2050.
Monday 15 August 2022
US imposes new export control to push China out of next generation semiconductor competition
The US Commerce Department's Bureau of Industry and Security (BIS) issued an interim final rule on August 12 to impose restrictions on four emerging and fundamental technologies, among which an electronic computer-aided design (ECAD) software which is important to designing artificial intelligence (AI) chips, further preventing China from designing and producing next-generation advanced semiconductor chips.
Friday 12 August 2022
Why I love electronics industry (3): I become smarter
It's fun to have so many talented people around in the electronics industry, where you don't have to deal with the uninitiated. But how can this fun be sustained over time? When you work with smart people, you are always asked difficult questions, and over time, you become smarter. I suggest that young people should look at the long term rather than the short term when choosing jobs, and those jobs that can make you smarter should be your first choice. The electronics industry is not static, and whoever can adapt to the diversity of situations will be the winner in this field.
Friday 12 August 2022
Arm reported record quarterly revenue despite challenges ahead
As SoftBank posted a record JPY3.16 trillion (US$23.5 billion) loss in Q1FY22, prompting it to offload half of its holdings in the Chinese e-commerce giant Alibaba. Its subsidiary Arm posted record revenue of US$719 million in Q1FY22. Significantly, the silicon IP company's quarterly royalty revenue grew by 22%, reaching US$453 million.
Thursday 11 August 2022
Net Zero Series (1): Carbon pricing versus carbon offsetting
The current approach to fixing climate change is not promising. Not only are many efforts going into the net-zero project, but the outcome is always the bathtub metaphor.
Wednesday 10 August 2022
Why I love electronics industry (2): Which industry has the most content knowledge?
People say that the electronics, medical and financial sectors have the highest amounts of content knowledge, but are the practitioners in these sectors satisfied with their working environment? I'm afraid the answer is negative!
Wednesday 10 August 2022
Taiwan semiconductor industry will prevail: Q&A with Mike Chang, CEO of WPG Holdings
The global demand for consumer electronics such as smartphones, PCs, notebooks and TVs has significantly been undermined by several headwinds, including pandemics, war, and inflation, resulting in ever-rising inventory levels in various sectors, affecting product prices and market trends.
Tuesday 9 August 2022
Why I love electronics industry (1): A place for the elite, not for the uninitiated
I've been working for 37 years and I'm still thinking about deferring my retirement!
Friday 5 August 2022
Cross-strait relations: An IT analyst's view
In 1990, I accompanied a technology delegation to Beijing and served as the speaker of the first public seminar. From 1990 to 2000, most of the investments made by Taiwanese companies in China were only for contract processing, and it was only when the companies invested in the Yangtze River Delta that a critical change in the industry relationship occurred.
Thursday 4 August 2022
QIC Inside Investor Relation Series (18): Independent directors and board oversight
Taiwanese companies have been adding more and more independent directors to their boards and increasing the overall level of board independence during recent years. Is this contributing to the overall effectiveness of board oversight and performance of Taiwanese companies? Or are these independent directors reticent to challenge management over fear of losing their board position?
Thursday 4 August 2022
From 80/20 rule to 90/10
In the post-industrial era, globalization and efficient management have given everyone a deep understanding of the 80/20 rule. Each of us understands that 80% of the added value may come from the contribution of 20% of the elite.