The automotive industry is renovating and electrifying its products to reduce carbon emission, stimulating innovations with batteries. Japan-based startup PJP Eye is one of the innovators in battery technology, who have collaborated with Kyushu University for over a decade to develop non-explosive, non-toxic, and non-pollutive batteries.
Despite IC shortages, demand for enterprise notebooks is recovering. ODM Invetenc has disclosed that its order visibility for enterprise notebooks has already extended to year-end 2022. Facebook's recent name change to Meta has highlighted the potential of metaverse, although how the concept can be materialized remains uncertain. In the memory sector, DRAM firms are expected to see declines in gross margins in fourth-quarter 2021 amid short-term price correction.
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.
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?
China-based SMIC has seen a shakeup in its top management, with company vice chairman Chiang Shang-yi - supposed to be a major architect of the foundry house's tech development - leaving. Its counterpart in Taiwan, UMC, reportedly has plans to raise its foundry quotes by another 10% in first-quarter 2022. In the EMS sector, Pegatron has announced plans to build a plant in North America for making EVs and other automotive electronics.
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.
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.
Pure-play foundry houses have been keen on expanding fab capacity, but the notebook industry continues to see serious chip shortage. Some industry sources are blaming Texas Instrument for its insuffcient supply. Networking device makers expect chip and component shortages will persist in 2022. But in the passive components sector, makers have seen demand slow demand.
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.
Almost six years after its establishment in Europe, Belgian company IOT Factory is paving the way for its future development in Asia, avid for serving the Equipment as a Service (EaaS) market with its strength in IoT applications. The company joined Garage+, an incubation project for startups initiated by the Epoch Foundation, to unlock the door to the Asian IoT market.
Taiwan Semiconductor Manufacturing Company (TSMC) has been acting keenly in establishing new capacity. TSMC has announced jointly with Sony to form a JV foundry in Japan for making specialty chips with its production set to kick off in 2024. TSMC also confirmed the plan of building a new plant in southern Taiwan to further expand its capacity in the region. Thanks to robust orders from clients such as Intel, AMD and Nvidia, TSMC is expected to see rising businesses from emerging applications such as 5G, AI and the metaverse.
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.
Electrification is brought to the table as the public and private sector tackle climate change by attempting to achieve carbon neutrality. Taiwan is a small market for passenger cars but a huge market for two-wheelers with distinguished brands. Aeon Motor, beginning with a three-wheeled motorcycle in the foreign market, is gaining more presence in its home country with its AI e-scooters. Aeon joined the Foxconn-led EV consortium MIH last year and is the only scooter maker member. CEO Tony Lin believes that technology will improve road safety and scooters should not be excluded from smart mobility.
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.
Samsung is looking to phase out its DDR3 production in two years to focus more on making CMOS image sensors that offer better profits. Foundry house PSMC reportedly has secured long-term orders from MediaTek and new contracts from Qualcomme - both for PWMICs. Components shortages are still preventing notebook makers from fully satisfying clients' needs in fourth-quarter 2021.