Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has seen reports of major manufacturers experiencing fatigue and reduced willingness to invest, even considering more aggressive strategies. This could trigger sectoral shifts within the “non-China GaN supply chain.”
On the eve of MWC Shanghai’s opening, Francesc Fajula, CEO of Mobile World Capital (MWC) Barcelona, made his first whirlwind visit to Taiwan and granted an exclusive interview with DIGITIMES. He provided an in-depth analysis of how MWC evolved from a traditional telecom trade show into a cross-industry innovation platform. He also discussed differences in digital transformation across countries and emerging shifts in future industry competition.