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Thursday 22 December 2022
What TSMC CEO CC Wei says about the semiconductor industry (2)
TSMC CEO CC Wei was taking questions at an event when Nicky Lu, vice chairman of Monte Jade Science and Technology Association, recalled that a few years ago, TSMC founder Morris...
Wednesday 21 December 2022
What TSMC CEO CC Wei says about the semiconductor industry (1)
On a cold and wet weekend morning last week, TSMC CEO CC Wei delivered a speech at an event organized by the Monte Jade Science and Technology Association on the topic of "New Challenges...
Thursday 15 December 2022
Semiconductor policy: Should Taiwan be cautious or bold?
TSMC is the guardian angel of Taiwan. It is not only setting a high bar for global industries, but also instilling confidence in the Taiwanese people and placing the country under...
Tuesday 13 December 2022
Gelsinger's Taiwan visit a necessary step to secure Intel's ties with partners
Taiwan is the number-one producer of servers, and the servers produced by Taiwanese companies are used in data centers worldwide, with a 92%global market share. And despite the economic...
Friday 9 December 2022
How Silicon Valley looks at the Taiwan miracle (10): Where is Taiwan heading?
It's been six generations since my great-great-great grandfather moved to Taiwan from the Chinese mainland, and I have been doing industry research in almost my entire career. I know...
Thursday 8 December 2022
How Silicon Valley looks at the Taiwan miracle (9): Ethnic Chinese associations and industry leaders
In recent years, Silicon Valley has seen a growing cohort of Indian tech talent, some of whom run world-class tech firms. But what I hear is that there is only one Indian technology...
Wednesday 7 December 2022
The significance of TSMC building fabs in US
The global notebook market increased from 158 million units in 2019 to 247 million in 2021, thanks to the work-from-home demand, and it will not be easy to surpass the 200 million-unit...
Tuesday 6 December 2022
How Silicon Valley looks at the Taiwan miracle (8): Taiwanese in Silicon Valley
There are many Taiwan-born CEOs and Taiwanese in key positions in Silicon Valley's major semiconductor majors. David Fedor, a Stanford University professor, suggested that the US...
Friday 2 December 2022
How Silicon Valley looks at the Taiwan miracle (7): Businesses have no faith in the government's energy policy
Larry Diamond, the co-moderator of a symposium that I took part in at Stanford University's Hoover Research Center, is known for his research on democracy in emerging countries. Once...
Thursday 1 December 2022
How Silicon Valley looks at the Taiwan miracle (6): Open-mindedness
At a symposium at Stanford University, a professor called "Philip" came over to greet me, and it seemed that he knew me. I politely exchanged business cards with him. And it turned...
Wednesday 30 November 2022
How Silicon Valley looks at the Taiwan miracle (5): Taiwan emergency to affect more than just Japan
When Shinzo Abe asserted that "A Taiwan emergency is a Japanese emergency," many Taiwanese were grateful and deeply touched. Actually I don't think South Korea would be unscathed,...
Friday 25 November 2022
How Silicon Valley looks at the Taiwan miracle (2): Taiwan manages without a national security strategy
Controversies over its sovereignty have prevented Taiwan from having a clear national strategy. But who's at fault? Winston Churchill once said Britain's strategy for the past 400...
Wednesday 23 November 2022
Strategies for the future
Many people are worried that deflation is lying ahead in the next two years. But there are many unknowns, and no one knows everything. Artificial intelligence (AI) is evolving faster...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...
Monday 14 November 2022
Alibaba startup forum
Not long ago, I was a guest speaker at an Alibaba startup forum sharing my entrepreneurial experience with Taiwan's young generation of entrepreneurs. I was curious about the purpose...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research