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Tuesday 9 November 2021
Industry watch: Supply chain disruption redefines value creation
After the subprime mortgage crisis, most people cut back on spending. The gap between supply and demand was small in about 10 years, largely maintaining an equilibrium. It is fair...
Monday 8 November 2021
Global supply chain in dissolution: Some others to come
North America Taiwanese Engineering & Science Association (NATEA) invited Hon Hai (Foxconn) chairman Young Liu as the guest speaker for the opening of its 30th anniversary of...
Friday 5 November 2021
Industry watch: Challenges of traditional OEM decision-making models
Under the impact of 5G, COVID-19, EV and US-China trade war, decentralized production mechanism coupled with the local demand of regional markets is to forge new industrial ecosystems...
Thursday 4 November 2021
Industry watch: Interdependent industrial ecosystems
We understand that the semiconductor processes upgrade from 90nm to 28nm relies on "copper interconnect" technology. Low dielectric insulators and high dielectric metal gate materials...
Wednesday 3 November 2021
Industry watch: What role can Taiwan play in semiconductor supply chain revamp?
During a recent radio interview I was asked to comment on the US government's request for customer information from leading semiconductor companies. We are all aware that Americans...
Thursday 28 October 2021
Industry watch: The growing importance of electronics in car industry
In the 19th century, energy brought about the transportation revolution. Coal and steam brought us power allowing trains to connect the transportation between urban and rural areas...
Wednesday 27 October 2021
Industry watch: How to estimate added value of enterprises
GDP is an important criteria to measure a country's income and social structure. GDP is the concept of added value. The total amount of GDP is equivalent to the total added value...
Tuesday 26 October 2021
Industry watch: How do you know something without personal experience?
Many people can talk about digital transformation, but only a handful of them can put it into practice.
Monday 25 October 2021
Industry watch: The Chinese community
Chih-Kai Cheng, a friend of mine in venture capital business in the US, has remarked that the ethnic Chinese in Silicon Valley have a broad vision but lack practical experience in...
Friday 22 October 2021
Industry watch: Sharing, reciprocity for win-win partnerships
Over the past 36 years, I have learned quite a few lessons from Taiwan's electronics industry development. One of them is that only through "sharing" and "reciprocity" can we achieve...
Wednesday 20 October 2021
India: Five major players contribute 87% of information services industry revenue
Since moving into the new economic era in the 1990s, India has chosen the information service sector as its core industry. Much of the loans and subsidies from the World Bank have...
Tuesday 19 October 2021
India: Key roles of 3 major telecom service providers
India's three major telecommunication companies account for 90% of the business opportunities. Vodafone's market share is declining. The fastest-growing player is Reliance Jio, which...
Monday 18 October 2021
India: Government policies for EV
The most crucial for electric vehicles (EV) is the external ecosystem, or more precisely the infrastructure which is often closely linked to the government's various supporting measures...
Wednesday 13 October 2021
India: Disorienting administrative disorder
Before studying India's electric vehicle (EV) market, you may need to understand the Indian modes of transportation. According to NSSO, 62.3% of Indians prefer public transport such...
Tuesday 12 October 2021
India: Business opportunities for four-wheeled vehicles
Who is the leader in the Indian car market? Suzuki accounts for almost 50% market share of the world's fifth-largest market of 2.71 million cars per year. Suzuki is not a top-tier...