Mon, Sep 26, 2022
Wednesday 24 August 2022
Why I love electronics industry (9): Better chance to rebound from the lows
Is the economy going downhill? How will Taiwan respond? These were questions my co-host of a program on IC Broadcasting asked during a recent episode. She noted that countries had lowered their economic growth forecasts, and that China's economic growth was slowing down and inflation was severe. I replied that the decentralized production system is taking shape, local value is rising, and this is the best time to increase investment and improve the domestic application environment.
Wednesday 24 August 2022
Exclusive interview with HBS professor Willy Shih: Global supply chain resilience issues to watch out for in 2023 and beyond
As resilience has become as a critical keyword for global supply chain manufacturers, Harvard Business School professor Willy Shih, in a pre-event interview for the DIGITIMES Asia Supply Chain Summit, highlighted risks and opportunities when companies pursue resilience amid ongoing pandemic uncertainties, geopolitical tensions and sustainability regulatory changes.
Wednesday 24 August 2022
PlayNitride's strategic cooperation is key to micro LED development in Taiwan: Q&A with company chairman
As PlayNitride is currently the sole company in the world to begin LED volume production, and there are industrial advantages in Taiwan, Taiwan has a chance to be a global leader in developing micro LED applications. This, however, hinges on PlayNitride's strategic cooperation with supply chain makers, according to Charles Li, Playnitride founder, chairman and CEO in a Digitimes interview.
Tuesday 23 August 2022
CATL, BYD competition heats up for Tesla orders
Competition between CATL and BYD, China's two largest lithium iron phosphate (LFP) power battery makers, has intensified as the new energy vehicle market continues to expand, and recent Tesla orders seem to raise their rivalry to a new height, according to industry sources.
Tuesday 23 August 2022
India's Uno Minda targets 25% market share in EV components
The steady growth of the EV market in India has thrown a fresh perspective and opportunity to automobile component makers. One of the oldest and leading companies in this segment, Uno Minda, says that it intends to capture 20 to 25 percent of the market share in the near future.
Monday 22 August 2022
Why I love electronics industry (8): Leadership
Some individual persons or groups may be well-known internationally, such as film director Ang Lee and the Cloud Gate Dance Theatre. But it is the semiconductor industry, which has been working hard for more than 40 years, that gives Taiwan world-class influence.
Monday 22 August 2022
China-Taiwan relations: Is alarmism justified?
On August 2-3, the US speaker of the House of Representatives, Nancy Pelosi, visited Taiwan for 16 hours. It was a visit of seismic proportions along the Pacific Ring of Fire. Speaker Pelosi became the highest-ranking US official to visit Taiwan since the unannounced stopover by then-speaker Newt Gingrich in 1997. China has reacted to speaker Pelosi's visit by vehemently condemning the visit, noting that it will undertake "resolute, forceful, and effective" responses. Should we be concerned? The answer is yes.
Monday 22 August 2022
India-Taiwan cooperation: Q&A with India Taipei Association director general Gourangalal Das
After launching series of policy incentives including "Make in India," "Phased Manufacturing Program," and "Production-Linked Incentive," India has successfully boosted its electronic manufacturing industries, and become the world's second largest producer of mobile phones. The Semicon India Program announced in the second half of 2021 has further increased India's attractiveness to Taiwanese companies.
Monday 22 August 2022
Beckhoff is looking to help machine companies in Taiwan transform with PC-based control systems
Germany-based Beckhoff Automation, an automation solution specialist founded in 1980 and headquartered in Verl, has been operating in the field of industrial automation for over 40 years. Its experience built and technologies developed during these years have earned the company partnerships and trust from the industrial big names such as Canadian machinery supplier Husky, Switzerland-based Georg Fischer and German robot manufacturer Kuka Robotics.
Friday 19 August 2022
Why I love electronics industry (7): No need to rely on others
Some people have questioned why I'm so serious about writing when my articles obviously cannot compete with those influencers' in terms of "likes." But why should I compare myself to those influencers? In an era where people don't care about telling right from wrong, maybe we should use "reverse thinking" to observe the reality of the world.
Friday 19 August 2022
US, China in Thucydides Trap: Q&A with Rock Hsu, chairman of Kinpo-Compal Group
The Taiwan-based Kinpo-Compal Group has expanded its deployments since the early 1980s, making its presence in the global market the most extensive among Asian electronics supply chain makers. The group operates a total of 58 production sites worldwide. In 2021, it generated NT$1.37 trillion (US$46.58 billion) in revenue and ranked 20 among the top-100 firms in 2022 edition of the Asia Supply Chain 100 survey conducted by DIGITIMES Asia.
Friday 19 August 2022
Net Zero Series (5): Cathay fosters transition to green economy
"Green investing is something right to do, and you need a good reason not to," a philosophy that Sophia Cheng, the chief investment officer of Cathay Financial Holdings, holds onto so dearly in her position for eight consecutive years.
Thursday 18 August 2022
Net Zero Series (4): Five practical steps to achieve net zero supply chain by Deloitte
Achieving supply chain net zero is a parody of The Three Little Pigs. Before anything else, preparation is the key to success, urged Deloitte's senior manager of Risk Management Cathy Lee, who has been dedicating herself to sustainability for more than 17 years.
Thursday 18 August 2022
Why I love electronics industry (6): Labor shortage, tech advancement offer good opportunities
The electronics industry is a diverse and ever-changing field, and data assets have become a modern tool for competition. If you are able to accumulate a wealth of assets, how can you complain that there is nothing new in this industry? It'd ideal if you could sit back while running a business, but that would happen only after you've spent your whole life doing it.
Thursday 18 August 2022
EV battery fires prompt Indian 2-wheeler makers to use LFP
Until recently, India's electric EV 2-wheeler market seemed unstoppable. Hordes of companies, most hitherto unheard of in the automobile sector, had begun to announce plans to sell electric scooters and motorcycles. Many of them still do, but customers have started to take their claims of range, safety, and convenience with a pinch of salt.