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Asian Edge
Digitimes president Colley Hwang sheds light on the importance of Taiwan, Korea and Japan in the wake of the US-China trade war.
IN THE NEWS
Friday 17 May 2019
Asian Edge: Competition between Korea and Taiwan in semiconductor
Samsung has a far smaller share than TSMC in the wafer foundry sector, but Samsung's technologies built from its experience in memory and Exynos series AP production are as good as...
Thursday 16 May 2019
Asian Edge: The outlook of Chinese semiconductor equipment market
The worldwide semiconductor equipment market, which had a scale of US$60.5 billion in 2018, is controlled mostly by companies in the West. The development of China's semiconductor...
Wednesday 15 May 2019
Asian Edge: The big advance of the Chinese IC packaging and testing industry
The global IC packaging and testing market had a scale of US$28 billion in 2018 with the top-10 players commanding a combined 84% share. Three of the top-10 players are based in China...
Tuesday 14 May 2019
Asian Edge: The role of Chinese IC designers in worldwide supply chain
Within China's semiconductor industry, the IC design sector actually achieved the most progress in 2018. But how big exactly is China's IC design industry? There have been many versions...
Monday 13 May 2019
Asian Edge: China to focus on memory and foundry businesses?
China at the moment has as many as 30 semiconductor fabs under construction - the most ambitious investment plan the global semiconductor industry has ever seen. China's memory industry...
Friday 10 May 2019
Asian Edge: China semiconductor self-sufficiency
The different sectors of the semiconductor industry are clearly defined with specific work, and therefore each sector's self-sufficiency rate must be looked at in their own right...
Thursday 9 May 2019
Asian Edge: A look at the semiconductor industry of China
Undoubtedly the semiconductor industry is a key factor underlying the US-China trade war. However, when we try to understand the strength and progress of China's semiconductor industry,...
Wednesday 8 May 2019
Asian Edge: China rising fast after 2000
Prior to 2000, the majority of China's industry was basically manufacturing businesses expanding from the Pearl River Delta to the Yangtze River Delta, and then onto Chengdu and Chongqing...
Tuesday 7 May 2019
Asian Edge: The deployments of US Internet service providers
Apple, Microsoft, Google, Amazon and Facebook are five major Internet service providers of the US. Their relationships with China have gradually turned from collaborations to confrontations,...
Monday 6 May 2019
Asian Edge: Hard tech and soft power
Nvidia CEO Jen-Hsun Huang has claimed that software is eating the world, but AI is going to eat software. The concept of machine learning has somehow infinitely expanded people's...
Friday 3 May 2019
Asian Edge: Who will be the leader in the automotive industry?
During the Industrial Age, the US was the world's leader in the automotive industry, but that is no longer the case now. In 2018, 370,000 units of electric cars were sold in the US,...
Thursday 2 May 2019
Asian Edge: From PC to 5G
The PC market used to cater mainly to white-collar workers, with manufacturers relying mostly on HP and Dell. The traditional PC and handset assembly sector remains a stable supply...
Tuesday 30 April 2019
Asian Edge: Who will lead in the worldwide ICT industry?
The worldwide ICT industry is formed by supply chains that cooperate with each other. Prior to 2000, the ecosystem was structured simply in linear partnerships between upstream and...
Monday 29 April 2019
Asian Edge: The crucial roles of Taiwan, Korea and Japan in IT industry
I call the first island chain in East Asia the "Asian Edge," which carries a double reference: cutting-edge technologies in an IT context, and the peripheral in geopolitics. In the...
Friday 26 April 2019
Asian Edge: On the Frontline of the ICT World
How is the trade war between the US and China affecting Taiwan, Japan and South Korea? Why are semiconductors and 5G becoming the key issues of their brawls? 5G technologies are bringing...