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NEWS TAGGED GEOPOLITICS
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Thursday 30 March 2023
Structural advantages key to Taiwan IC industry development in next decade, says DIGITIMES president
Taiwan's semiconductor manufacturing sector boasts structural advantages in its next decade of development, but the advantages for its IC design sector are likely to change, according...
Monday 27 March 2023
Geopolitical situation between US and China affects HPC market vibes
With the rise of OpenAI's ChatGPT and Baidu's Ernie Bot, the prospects of the high-performance computing (HPC) chip market look good. However, the HPC chip delivery situation has...
Monday 20 February 2023
Holtek cautious about sales prospects for 2023
Based on its current inventory of five to six months, MCU specialist Holtek Semiconductor is cautious about its business prospects for 2023.
Friday 3 February 2023
WPG sees customer inventories return to normal by 2Q23
Inventories at downstream system makers are expected to return to healthy levels in the second quarter of 2023, but those at upstream components suppliers will take more time to digest...
Tuesday 27 December 2022
Delivery lead times for IC packaging and testing machines shorten notably
Delivery lead times for IC packaging and testing machines have shortened notably amid weakening demand and improving supply of basic ICs used in the machines, according to industry...
Monday 26 December 2022
TXOne eyes leadership in supply chain cybersecurity technology
Taiwan-based TXOne Networks, an industrial control system (ICS) and industrial IoT (IIoT) security startup jointly founded by Trend Micro and Moxa, has newly set up an OT (operational...
Monday 12 December 2022
Analyzing TSMC's American dream: when geopolitics comes into play
The tool-in ceremony of TSMC's new Arizona site has attracted the attention of the world, including that of US president Joe Biden. With how much importance the US government is placing...
Wednesday 21 September 2022
OSATs see uncertainty in new GPU orders from Nvidia, AMD
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
Tuesday 6 September 2022
Entering an age of vertical globalization: Q&A with geopolitical futurist Abishur Prakash
The fresh US export restrictions on chips to China and Russia seem to have pushed the decoupling of the semiconductor technology a step further. DIGITIMES Asia had an exclusive interview...
Wednesday 24 August 2022
US, Europe keen on promoting localized EV battery production
The US and European countries are aggressively proceeding with deployments in localized production of EV-use batteries while makers in China continue to accelerate capacity expansions...
Wednesday 3 August 2022
Pelosi said to meet TSMC chairman and founder in Taipei
US House speaker Nancy Pelosi made headlines of major Taiwan newspapers today as she defied the threats of China and persisted her visit to Taiwan with a congressional delegation...
Tuesday 2 August 2022
Taiwan and Samsung need to rely on each other
With Intel and Samsung Electronics making frequent moves to target their common competitor TSMC, the media may be able to observe the changes in the industry from a different perspective,...
Tuesday 19 July 2022
Industry strategies and geopolitics
As an entrepreneur and industry analyst, I have never told anyone asking for advice that there is "no solution": There is always a solution and the only difference is whether it's...
Monday 6 June 2022
We have to live with geopolitics and epidemic
In 2022, geopolitics, tight supply chains, inflation, and pandemic are the four major variables affecting the international economic and trade environment. Of the four, geopolitics...