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Monday 7 November 2022
SEA roundup: Indonesia targets producing 2 million electric motorbikes by 2024
Southeast Asian countries are accelerating the pace to switch from fuel vehicles to electric vehicles. Indonesia's government started with the supply side to target 2 million e-scooters...
Thursday 3 November 2022
Server ODMs accelerate production relocations from China
Server ODMs including Inventec, Quanta Cloud Technology (QCT), and Wiwynn have stepped up their production line relocations from China, according to industry sources.
Wednesday 2 November 2022
China's electric carmakers eye Thailand in next sales push
In Europe, a flurry of Chinese carmakers is trying to unseat storied legacy brands. Half a world away and far from the buzz of the Paris motor show, a similar revolution is playing...
Wednesday 2 November 2022
Taiwan ABF substrate suppliers to embrace sales growth in 4Q22
Taiwan-based IC substrate specialists Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are poised to generate sequential revenue increases in the fourth quarter...
Tuesday 1 November 2022
Leaders in semiconductor in 2030 (9): Embracing collaboration and emerging biz opportunities, rather than conflicts
Over the past 30 years, one-third of the global economic momentum has come from China. This has been China's positive contribution for the world. However, behind China's moves of...
Thursday 27 October 2022
Southeast Asia digital economy slows as consumers curb spending
Growth in Southeast Asia's Internet economy is slowing after years of expansion, showing that even emerging digital markets aren't immune to economic headwinds.
Thursday 27 October 2022
Thailand attractive to Taiwan PCB supply chain makers
Taiwan-based PCB supply chain makers, to cope with impact of continued US-China trade war, are considering relocation of factories in China or establishment of additional factories...
Thursday 27 October 2022
Leaders in semiconductor in 2030 (6): Industry opportunities for ASEAN
"The Art of War" maintains that if you don't see chances of winning, you defend. While India is actively pursuing foreign investment and accelerating the establishment of its tech...
Tuesday 25 October 2022
EVs to enhance competitiveness of Chinese automakers
China Association of Automobile Manufacturers (CAAM) has unveiled Chinese automakers' combined domestic auto sales and export volumes for the first nine months of 2022 with the export...
Tuesday 25 October 2022
What Apple suppliers' report tells us about Asia supply chain?
Since the US-China trade war, the pandemic, and China's non-tolerance COVID policy, electronics suppliers have been keen to relocate their manufacturing facilities. India may be in...
Tuesday 25 October 2022
Leaders in semiconductor in 2030 (4): What GDP and populations mean for industries
The "Art of War" maintains that if you know the date and place of the battle, you can be well-prepared for it even if your troops have to march a thousand miles before engaging the...
Friday 21 October 2022
Leaders in semiconductor in 2030 (2): Taiwan tech industry's era of no borders
Sun Tzu's "The Art of War" maintains that troops start out with their own country's supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use...
Thursday 20 October 2022
Leaders in semiconductor in 2030 (1): No more peace and prosperity
Sun Tzu's" Art of War" maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country...
Tuesday 18 October 2022
Apple to produce Macs in Vietnam
Apple still considers Vietnam the top destination for its Mac production relocation from China, according to industry sources. Apple also reportedly intends to set up a Mac production...
Monday 17 October 2022
SEA roundup: MacBooks may start to be assembled in Thailand
Apple continues to diversify its supply chain to countries outside of China. Thailand may be included in this future production plan. USI, a China-based IDM, affected by Apple's supply...