Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions, should they eventually choose to go on strike, will become Samsung's first largest collective action in the 55 years since its founding.
Wednesday 3 April 2024
Red Jackal over Taiwan: Geosat CEO clears the air on drone scandal
Geosat's CEO Max Lo talks to DIGITIMES Asia about the Jackal controversy, cooperation with NATO, and why Hong Kong films are getting rubbish.
Wednesday 3 April 2024
AI, EVs, satellite communications to boost Taiwanese PCB industry this year; review of 2023
The output value of Taiwan's PCB industry is anticipated to be propelled by emerging market applications, such as AI servers, EVs, and satellite communications this year.
Tuesday 2 April 2024
Did Huawei achieve smartphone win at the expense of SMIC?
Is Huawei building its smartphone victory at the cost of SMIC's advanced chip manufacturing capacities?
Friday 29 March 2024
Strong international presence felt at 2024 Smart City Summit & Expo
The 2024 Smart City Summit & Expo (SCSE)/Net Zero City Expo recently concluded.
Wednesday 27 March 2024
Years after leading antitrust case against Qualcomm, Apple now on the receiving end
Apple has recently found itself in an antitrust predicament, as the US Department of Justice (DOJ), alongside 15 state courts and D.C., filed a joint lawsuit against Apple.
Tuesday 26 March 2024
TSMC + Japan: win-win situation or mutual exploitation?
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars from Taiwan and Japan highlighted some of the cooperation opportunities and challenges between Taiwanese and Japanese semiconductor ecosystems. As TSMC goes on to expand its presence in Japan while the Japanese chip industry simultaneously seeks to carve its own path through the Rapidus initiative, the event, held by NSTC's Research Institute for Democracy, Society and Emerging Technology (DSET) on March 22, left much for the audience to brainstorm.
Tuesday 26 March 2024
Apple CEO's Shanghai trip highlights focus on Chinese market
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.
Monday 25 March 2024
Green energy dilemma: Taiwan faces electricity price surge
In a pivotal move, Taiwan's Ministry of Economic Affairs (MOEA) has convened to discuss the impending surge in electricity prices, slated to take effect in April. The decision, marking an approximate 11% hike in electricity rates, is poised to shake up the island nation's energy landscape, particularly impacting heavy electricity consumers.
Monday 25 March 2024
'Green inflation' and 'secular stagnation', which will come first to AI?
An electricity price hike in Taiwan may ignite a butterfly effect on the Artificial Intelligence (AI) industry and supply chains.
Friday 22 March 2024
Does Toyoda sell a solid hydrogen future?
In a speech in January 2024, Toyota chairman Akio Toyoda said battery EVs (BEV) can only take up at most 30% market share, no matter how much the vehicle progresses. Hybrid EVs (HEV), hydrogen fuel cell EVs (FCEVs), and hydrogen fuel-burning vehicles will account for the rest, he added.
Friday 22 March 2024
Is the Chinese automotive LED market still worth entering?
The rapid growth of the Chinese EV market has driven LED firms to the automotive market, making the automotive LED market a dangerous territory.
Thursday 21 March 2024
Hackers can turn your EV into a deadly weapon
Just when you thought it was safe to get back in the EV.
Wednesday 20 March 2024
Go or stay? ASML wades from geopolitics into domestic politics
Following media reports that the Netherlands-based lithography equipment leader ASML is harboring thoughts to move its operations abroad, the country's political climate, especially the recent electoral victory of the far-right Party for Freedom (PVV), has come under the industrial spotlight.
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have migrated to other regions, but are still highly dependent on chips produced in Taiwan. Thus the destinations of semiconductor exports may gradually shift to different locations.
Friday 15 March 2024
Vision Pro unlikely to replace handheld devices like iPhone in the short term
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While this likely won't happen any time soon, looking ahead, the release of Vision Pro has undoubtedly brought attention to spatial computing. The ability to allow users to interact with virtual objects naturally and intuitively has also brought a certain level of novelty to the industry.
Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research