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NEWS TAGGED COMMENTARY AND ANALYSIS
Monday 18 September 2023
Taiwanese drone makers strive to conquer the global defense market
Unmanned aerial vehicles (UAV) technology has been a prominent feature at the Taiwan Aerospace and Defence Technology Exhibition (TADTE) 2023. The event gathered leading international...
Friday 15 September 2023
Implications of latest merger between Taiwan and Canadian IC distributors to IC design industry
When the world is de-globalizing, it is the best time for Taiwan to re-connect to the global market. When a Taiwan-based IC distributor is moving toward the European and American...
Thursday 14 September 2023
Huawei's Kirin 9000S chip made by SMIC is only a breakout, not a breakthrough
Even though SMIC is lagging behind TSMC and Samsung Electronics by 5-6 and 4-5 years, respectively, it still managed to cross the threshold of advanced semiconductor manufacturing...
Wednesday 13 September 2023
SE Asia to emerge as major chip hub as US looks to nurture Vietnam
Following the semiconductor partnership between the US and Vietnam and US-based GlobalFoundries' opening of a new plant in Singapore, the US is looking to build a more diversified...
Wednesday 13 September 2023
Huawei and Xiaomi incorporate LLM in smartphones, why not Apple?
Recently, Chinese smartphone manufacturers are aggressively incorporating large language models (LLMs) into their devices, and this trend deserves a closer look. Apple appears not...
Tuesday 12 September 2023
Vietnam's journey in the semiconductor industry
Amid the global supply chain realignment, Vietnam has emerged as a new link in the value chain for electronics manufacturing, inspiring some to imagine Vietnam's intention to develop...
Friday 1 September 2023
Different export control rules, same result for ASML and Nvidia

The Netherlands' export controls on cutting-edge chipmaking tools with new licensing rules take effect on September 1, the day after Nvidia's...

Thursday 31 August 2023
Will Huawei regain its throne with self-developed 5G SoC?
Huawei's recent announcement of its latest flagship phone, the Mate 60 Pro, directly on its official website without any public activity, has instantly caused a stir. Since Huawei...
Wednesday 30 August 2023
OSAT supply chain sees increasing self-developed auto and consumer IC orders from China
The trend of self-developed chips in China did not cease along with the fall of Oppo's IC designing subsidiary Zeku earlier in 2023. OSAT firms in Taiwan and China continue to witness...
Wednesday 30 August 2023
4 Charts show ChatGPT popularity in Taiwan defies global trend
A report released by the TWNIC shows although ChatGPT is gaining popularity worldwide, it might be a phenomenon limited to a specific group in Taiwan, with less than half of Taiwanese...
Wednesday 30 August 2023
Will PV and LED's boom-and-crash history repeat in SiC semiconductors?
Recent reports from the cross-strait supply chain indicate that a major Chinese new energy vehicle manufacturer had ambitious plans early this year to make significant inroads into...
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more...
Tuesday 29 August 2023
Challenges stand for auto semiconductor spec standardization
There remain challenges in trying to standardize automotive semiconductor components.
Friday 25 August 2023
Samsung's next step after getting first customer for Taylor TX fab
Samsung Electronics, having obtained its first customer for its Taylor, Texas fab, is expected to increase its business in semiconductor foundry services. However, the competition...