With a population of 1.4 billion and an annual demand for more than 200 million smartphones, Africa is a big market. However, few have asked why it is that Transsion, a Chinese brand, enjoys a near monopoly in this market. Why did the Taiwanese companies miss out on the opportunity?
Indian digital services and solutions provider Coforge is set to embed generative and other AI forms into its core operations. The recent introduction of 'Coforge Quasar,' a generative AI platform, underscores the company's interest in advancing enterprise AI capabilities. Notably, Quasar boasts an impressive suite of over 100 pre-integrated APIs ready for deployment.
When the world is de-globalizing, it is the best time for Taiwan to re-connect to the global market. When a Taiwan-based IC distributor is moving toward the European and American markets via acquisition, how can Taiwanese fabless companies not gauge the pulse of this important trend?
After the year 2020, there was a significant drop in merger and acquisition activities within the IC design industry, while a notable increase occurred in cases of IC design companies acquiring software firms. According to statistics, the number of instances where IC design companies acquired their industry counterparts declined from 67 cases in 2009 to just 21 cases in 2021. In contrast, the instances of IC design companies acquiring software companies rose to 17 cases.
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However, new challenges like geopolitics and supply chain/market regionalization are also just beginning. Who will be the one to emerge in this next generation? During the conversation between Avnet CEO Phil Gallagher and DIGITIMES founder Colley Hwang, they offered a basic direction for thought.
Light electric vehicles are rising in Asia. Canadian startup Zen Energy sees the opportunity and has developed batteries with quadruple lifetime for two and three-wheelers. The company has chosen India as a launchpad to expand its business in Asia.
In 2022, Taiwan's IC design industry boasted an annual output value of approximately US$40 billion. This sector, known for its intellectual prowess and technical intensity, contributes a substantial portion of added value to Taiwan's economy. When considering Taiwan's total GDP of US$800 billion, the IC design industry's contribution to Taiwan's GDP is estimated to hover around 4%.
Following the semiconductor partnership between the US and Vietnam and US-based GlobalFoundries' opening of a new plant in Singapore, the US is looking to build a more diversified semiconductor supply chain, with South and Southeast Asian countries expected to emerge.
Recently, Chinese smartphone manufacturers are aggressively incorporating large language models (LLMs) into their devices, and this trend deserves a closer look. Apple appears not in a hurry to join the battle any time soon, and therefore do not expect the iPhone 15 that is slated to be launched these days to have LLM inside.
In 2023, the world went through a "major shortage" in the semiconductor industry chain. However, though the economic situation quickly corrected, uncertainties such as inflation and interest rate hikes meant that end-user demand for consumer electronics remained sluggish.
Amid the global supply chain realignment, Vietnam has emerged as a new link in the value chain for electronics manufacturing, inspiring some to imagine Vietnam's intention to develop its own semiconductor industry.
Quantum computing, often considered the next frontier in computing technology, has garnered immense attention in recent years. While giants like Google and IBM have made significant strides in the field, another player, IonQ, is making waves with its unique ion trap approach to quantum computing.
As the demand for EVs in India continues to rise, so does the need for batteries. At the moment, lithium-ion batteries are the primary roadblock in India's efforts to be self-sufficient in the EV sphere. Although the country has identified some lithium reserves, extracting them remains a distant goal.
Taiwan excels in manufacturing, particularly in the realm of "hidden champions" within this sector. These companies often lack their own brands but instead specialize in specific technologies and market niches. According to the book Hidden Champions: Ascent and Transformation, Taiwan stands out among non-German-speaking countries for having one of the highest proportions of hidden champions. Many of these hidden champions are family-owned businesses, resulting in extended CEO tenures, typically exceeding 20 years—significantly longer than the average corporate CEO tenure of six years.
Even software engineers earning over US$200,000 annually harbor concerns about potential technological displacement. With the emergence of ChatGPT, giants like British Telecom and Vodafone promptly announced sweeping layoffs, illustrating that software engineers aren't merely challenged by their peers from other companies but by software and emerging technologies.