Increasing foundry and materials costs are prompting some major IC vendors in Taiwan to decide to raise their product prices in fourth quarter of 2021. In China, many components makers are being affected by the Chinese government's decision to cut power supply to industrial users in line with its carbon reduction policy. PCB suppliers will find out this week whether Apple will increase or cut orders for the iPhone 13 series.
With the prolonged US-China trade war causing Taiwan's position in the tech supply chain to become more and more prevalent, many hidden titans of the nation are starting to surface. Besides being home to the internationally renowned Taiwan Semiconductor Manufacturing Company (TSMC), Taiwan is also the world leader in the field of power supplies, among which ranks Delta Electronics, the company with the world's largest market share in power supplies and whose products are used in fields including automotive, industrial, networking, servers, and personal computers. Not one to rest on its laurels, Delta Electronics is still constantly striving to strengthen its lead. In addition to investing considerable funds into R&D, the company also announced the establishment of an Academia-Industry Research Center (AIR Center) with the National Taiwan University of Science and Technology (hereafter referred to as Taiwan Tech) in 2020, committing to the investment of at least NT$30 million over the next three years. Research in the initial stages will focus on topics such as green server rooms and energy storage, with the overall focus targeting the three major areas of 5G, cloud, and artificial intelligence.
It is well known that highways are the lifeblood of metropolitan transportation. To increase the speed of highways and the convenience of road users, Taiwan entrusted Far Eastern Electronic Toll Collection (FETC), a subsidiary of the Far Eastern Group, with the operation of the nation's highway electronic toll collection (ETC) system through a build-operate-transfer (BOT) model in 2004. More commonly known as just the "ETC" in Taiwan, the system has weathered through its early difficulties and controversies 17 years ago to become a model to replicate for countries around the globe, says FETC International vice president and chief technology officer, Richard Wu. FETC International is now planning to share its successful ETC model and experience in Taiwan to foreign markets.
The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall production capacity has not.
AMD and MediaTek are said to be seeking to form a joint venture that will develop notebook applications integrating Wi-Fi, 5G and high-transmission technologies. Other chip vendors in Taiwan are also hoping MediaTek to play a leading role in the local supply chain to compete with Qualcomm in the mmWave 5G market. In the EV market, Thailand has ambitious goals for its car manufacturing sector.
Vendors including Samsung Electronics and Kioxia plan to roll out their respective PCIe Gen5 SSD series for enterprise and datacenter storage in 2022, according to company sources.
Tech can enable social impact, especially with capital funding. Joan Yao, VP of Investment of Kickstart Ventures, the corporate VC affiliated to Philippines' Globe Telecom, brought her story alive by sharing how tech enables social impact and her experience as an impact investor at Women in Venture XIII fireside chats with the host and curator of the event, Elisa Chiu, Anchor Taiwan founder, and CEO.
Speculation has been circulating in the chipmaking market that AMD and MediaTek are in talks to form a joint venture that will be dedicated to developing SoC solutions combining Wi-Fi, 5G and high transmission technologies for notebook applications.
In the age of globalization, remote technology has become the best tool for educational organizations to shorten the distance between cities and rural areas and minimize the difference in resources, especially with the frantic adoption of remote teaching by many schools during the COVID-19 pandemic. With the unstable nature of the pandemic, this educational model may become a constant in the future. However, ensuring that teachers maintain the efficiency and quality of teaching in a different space and medium has become a problem schools must solve first. The vice president of AVer Information Inc, Stanley Cheng, stated that remote teaching in schools today mostly use existing online meeting platforms in the market. On the other hand, AVer has integrated AI technology into products to assist teachers in strengthening teaching efficiency through smarter functions.
Hewlett-Packard's (HP) notebook shipments for 2022 may be just on par with the 2021 levels or post a single-digit drop, according to industry sources.
Chip shortages have undermined shipments to the notebook market. The top-5 notebook vendors saw their combined shipments drop 3% sequentially in August, according to the latest figures from DIGITIMES Research. Acer chairman Jason Chen has disclosed Chromebook demand has shifted from 11.6-inch models to 15-inch ones to meet needs from high school and college students. In the memory sector, DRAM contract prices will drop faster than previously expected in fourth-quarter 2021, as demand from PC OEMs decelerates.