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.
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.
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.
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.
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.
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.
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!
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.
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.
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?
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.