Monday 11 September 2023
Eaton set to expand capacity for power management solutions in Taiwan
Given the global trend towards net-zero emissions and the ongoing implementation of carbon tax mechanisms, how to more effectively utilize power has become one of the most critical...
Monday 17 October 2022
CAEC begins to ship LFPO batteries used in UPS
Changs Ascending Enterprise (CAEC) in September 2022 began to ship LFPO (lithium ferrous phosphate oxide) batteries used in UPS (uninterruptible power supply) to a leading semiconductor-grade...
Tuesday 27 September 2022
Samsung's ups and downs (10): Eyeing next-generation tech and opportunities
We examine Samsung Electronics' strategy for the next 10 years through the information available in the market, and explore the competitive relationship between Samsung and the major...
Monday 26 September 2022
Samsung's ups and downs (9): Its role on the international stage
In the medium to long term, the most likely candidate that could beat TSMC is not Samsung Electronics, but Intel. South Korea, like Taiwan, sees its advantage in hardware manufacturing...
Friday 23 September 2022
Samsung's ups and downs (8): Samsung's handset strategy
Samsung Electronics is trying to direct the mainstream of the handset market towards foldable phones, hoping to increase the unit price of sales, and to drive its own production of...
Thursday 22 September 2022
Samsung's ups and downs (7): The future direction of the memory industry
Memory is Samsung Electronics' main source of profit, so of course, Samsung needs to explore its future strategy in the context of memory. Basically, non-memory and DRAM focus on...
Wednesday 21 September 2022
Samsung's ups and downs (6): Caught in an awkward position with the risk of being isolated
Japan and the EU are actively seeking cooperation with Taiwan, and the US has even proposed the Chip 4 semiconductor industry alliance trying to secure its strategic partners in the...
Tuesday 20 September 2022
Samsung's ups and downs (5): Who are its major foundry clients?
In the second quarter of 2020, Samsung Electronics landed Qualcomm's Snapdragon 888 orders with its 5nm EUV process, the first major case where the Korean tech giant did not have...
Monday 19 September 2022
Samsung's ups and downs (4): The manufacturing capability of Samsung's foundry biz
In 2020, Samsung Electronics had a monthly capacity of 260,000 wafers for its 8-inch and 12-inch fabrication each, which increased to 265,000 and 325,000 respectively in 2021. It...
Friday 16 September 2022
Samsung's ups and downs (3): Why Samsung is so keen on foundry biz
Gartner has raised the CAGR of the foundry market from 2021 to 2025 to over 16%, and TSMC's aggressive deployment is expected to boost its global market share from 57% in 2021 to...
Thursday 15 September 2022
Samsung's ups and downs (2): A reexamination of Samsung's biz structure from a Taiwanese perspective
To understand Samsung Electronics, it is important to look at its business structure. Samsung's revenue is forecast to reach US$240 billion in 2022, of which nearly 40% will come...
Wednesday 14 September 2022
Samsung's ups and downs (1): Outlook for next decade
Is Samsung Electronics going up or going down? I'm not talking about the stock price, but rather the competitiveness of Samsung.
Wednesday 16 March 2022
Ace Pillar acquires 100% stake in BlueWalker
Ace Pillar, a distributor of mechatronic components used in industrial automation and provider of corresponding system integration services, will acquire a 100% stake in BlueWalker,...
Thursday 23 December 2021
Autonomous delivery picking up in US
Autonomous vehicles (AV) play an increasingly important role in food and parcel deliveries. In early December, Silicon Valley-based startup Nuro announced that it was launching the...
Thursday 18 November 2021
Industry watch: Ups and downs in the pandemic era
In the past, two-thirds of Taiwan's airline revenues came from passenger traffic and one-third from freight. But during the outbreak, ticket prices were soaring as a result of "rigid...
PXPay Plus Can Fully Focus on its Core Business.
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
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Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24