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Wednesday 5 March 2025
Indian mobile market has growth potential in 2025, but ARPU remains challenge, says DIGITIMES
India, the world's most populous country with a population of over 1.4 billion, has enormous growth potential in the network communications market. In the past, India lagged behind...
Wednesday 5 March 2025
Stanford's David Fedor praises TSMC and C.C. Wei's Oval Office meeting as a strategic win for Taiwan
TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence...
Wednesday 5 March 2025
Asian perspectives 1: Breakthrough technologies shaping today's world
At the end of February, I attended an exclusive "Breakthrough Technology Dialogue" in Singapore—a gathering of global tech elites. My aim was to capture the essence of the insights...
Tuesday 4 March 2025
Two major challenges for TSMC's US$100 billion US investment and 6 other takeaways
In a historic White House press conference, President Donald Trump joined TSMC Chairman C.C. Wei to announce a monumental US$100 billion investment by TSMC in the United States. The...
Tuesday 4 March 2025
Chinese smartphone market shipments soar in 4Q24 before slip in 1Q25, says DIGITIMES
Smartphone shipments in the Chinese market reached slightly less than 79 million units in the fourth quarter of 2024, representing a 14.9% increase quarter-over-quarter and a 0.6%...
Friday 28 February 2025
Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands...
Thursday 27 February 2025
Chinese smartphone AP shipments decrease sequentially in 4Q24, but stay flat in 1Q25, says DIGITIMES
Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China's handset...
Wednesday 26 February 2025
Hidden visionary behind China's CMOS image sensor revolution
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision,...
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Tuesday 25 February 2025
Trump's energy policy reversal puts renewables to market test
President Donald Trump wasted no time reshaping US energy policy, signing the "Unleashing American Energy" executive order on his first day in office. The sweeping directive dismantles...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Tuesday 25 February 2025
Global server shipments to slip less than 5% in 1Q25, but volumes in 2024 stay growing YoY, says DIGITIMES
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively...
Monday 24 February 2025
Trump's energy order puts green targets at risk while Tesla stands to gain
Donald Trump's "Unleashing American Energy"...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...