中文網
Taipei
Thu, Jul 29, 2021
02:12
mostly clear
29°C
CONNECT WITH US
NEWS TAGGED COMMENTARY
Wednesday 28 July 2021
Views from Taiwan (2): Let the notebook speak
Some 38% of semiconductor market share is contributed by computing products, and around 32% from communication products. Notebooks, desktops and servers are major categories of computing...
Tuesday 27 July 2021
O-RAN in uncertain future
Although Europe's four major telecom operators – Vodafone, Orange, Deutsche Telekom, and Telefonica – had signed memorandum of understanding on the implementation of Open...
Tuesday 27 July 2021
Views from Taiwan (1): Insights into IT trends and dynamics
After the peak of component crunch in the second quarter along with insufficient inventory in the third quarter, stress of stagnant deliverables on the highway seems to have been...
Monday 26 July 2021
Subverting and transforming the mobility market
COVID-19 has prompted many people to rethink life and work, and many industries to accelerate their development. Vehicle electrification has been picking up pace, and the car industry...
Wednesday 21 July 2021
TSMC dossier (10): Prepare for rainy days and never slack off
According to the ancient Chinese thinker Zhuangzi, persistence on building up competence over time is the only way to earn people's trust. Taiwan, with a small population of less...
Tuesday 20 July 2021
TSMC dossier (9): New frontier of customer relation
Many years ago, a friend of mine in the industry told me a joke about customer relationships in the foundry sector. He said that UMC took good care of customers and would actively...
Monday 19 July 2021
India's industrialization needs China
Since Narendra Modi became India's prime minister, India's economy has taken a new direction as the global supply chain goes through major changes. After half a century of globalization,...
Monday 19 July 2021
TSMC dossier (8): Can China establish leadership in semiconductor sector?
China imported more semiconductor chips than oil for the first time in 2013. According to BCG, China imported US$350 billion worth of semiconductor chips in 2020, which represented...
Friday 16 July 2021
TSMC dossier (7): Is Samsung a real challenger?
The reason why I am so optimistic about the competition between TSMC and Samsung is that neither quantum technology nor in-memory computing will dictate the outcome before 2025. Even...
Thursday 15 July 2021
Bluetooth LBS apps getting popularity for COVID tracking, says Digitimes Research
The popularity of Bluetooth LBS (location based service) apps is rising as the related applications can be used for direction-tracking or as electronic fences to trace and analyze...
Thursday 15 July 2021
Development of on-device AI chips for smart speakers gaining momentum
The development of on-device AI chips for smart speaker applications is gaining momentum as brand vendors are incorporating those chips into their speaker products to improve related...
Thursday 15 July 2021
TSMC dossier (6): Possible ways to defeat the world's top foundry house
I tried to work out some scenarios where TSMC could be defeated, the first being throwing in it into a state of panic. The semiconductor fabrication industry is highly connected with...
Wednesday 14 July 2021
TSMC dossier (5): The winning formula
TSMC's capital expenditure exceeded US$10 billion for the first time in 2016. If TSMC further increases its capex and it drives investments into peripheral businesses and attracts...
Tuesday 13 July 2021
TSMC dossier (4): Technology contention among world-class leaders
Intel claims that TSMC's 7nm process is the equivalent of Intel's 10nm process. This may be true in terms of tech specs but Intel hasn't really outraced still TSMC. Samsung, on several...
Monday 12 July 2021
TSMC dossier (3): Tech leadership and aggressive investment
For the past few years, TSMC has consistently allocated around 8% of its revenue toward R&D. At the first glance, 8% may not seem like a large sum. However, TSMC generates a foundry...