Siemens Gamesa eyes Asia-Pacific pivot as China dominates offshore wind market

Chinese offshore wind turbine manufacturers are leveraging their cost advantage to capture global market share, posing a serious threat to European competitors like Siemens Gamesa and Vestas. This aggressive pricing strategy is sparking debates over the localization of offshore wind manufacturing in Europe, the US, and across Asia-Pacific. Meanwhile, Taiwan is facing scrutiny from the European Union and the World Trade Organization (WTO) over its localization policies.

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Is TSMC-Innolux FOPLP collaboration possible?

TSMC recently acquired Innolux’s 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities. The structure’s entire area is 317,444.93 square meters. The pure-play lC foundry provided no additional information beyond indicating that the obtained target would be used for production and operation.

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Samsung set to launch affordable flagship Galaxy S24 FE before new iPhone SE 4

Samsung Electronics is reportedly increasing the likelihood of launching the budget-friendly flagship Galaxy S24 FE in the second half of 2024, aiming to hit the market ahead of Apple’s iPhone SE 4, which is expected to be launched in early 2025. The Galaxy S24 FE is anticipated to feature Samsung’s in-house AP and be released in October 2024.

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Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand

Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance of SpaceX’s Starlink service in national defense. In addition to these geopolitical factors, the advent of satellite-connected smartphones that allow communication in remote areas without cell coverage also represents a massive opportunity for Taiwanese suppliers in the LEO satellite market.

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