Dutch semiconductor equipment maker ASML CEO Peter Wennink told its investors on Nov 11 that the impact of the US-China chip war will have a limited impact on the company and forecast that its annual sales will more than double by 2025.
DRAM and NAND prices continue trending downward amid rising inventory levels at upstream suppliers and declining terminal demand, and may not start to pick up slowly until late first quarter of 2023, making Taiwan’s memory module suppliers bear the brunt of declining inventory values and prompting them to step up inventory depletion.
Indonesia’s state-owned electric vehicle company is focusing on the more than 115 million motorcycles roaming the country’s roads as it presses ahead with efforts to reduce emissions.
Not long ago, I was a guest speaker at an Alibaba startup forum sharing my entrepreneurial experience with Taiwan’s young generation of entrepreneurs. I was curious about the purpose of Alibaba organizing startup businesses in Taiwan. And then, after reading “Hidden Champions: Ascent and Transformation,” I got a better understanding. According to DIGITIMES’ survey, 77% of Taiwan’s startups that have the opportunity to go public want to raise capital abroad, with the US, China and Japan in the top three of their destinations.
LED packaging service provider Edison Opto expects 2023 consolidated revenues to increase 15-20% on year, while LED automotive lighting module maker Laster Tech saw business operation turn from an operating loss of NT$131.6 million (US$4.4 million) and net loss of NT$146.3 million for the second quarter of 2022 to operating profit of NT$56.7 million and net profit of NT$59.8 million for the third quarter, according to the companies.
Industry sources indicate that new fabs planned or built for auto chips will range from 5nm to 28nm in process nodes. The TSMC fab in Kumamoto, Japan, co-invested by Sony, Denso and Honda, cover nodes between 10nm to 20nm, for example.
IC distributors are aggressively expanding their deployments in non-consumer chips products and third-generation semiconductors like GaN and SiC devices that remain in stable demand for automotive, energy-saving and other niche applications, as supply chains are still engaged in inventory adjustments for consumer chips solutions, according to industry sources.
PC brand vendors are gearing up product promotions in Asia Pacific, where end demand is not undermined by the inflation as seriously as in Europe and North America and some vendors are even competing for procurement orders in Asia Pacific with prices only half of the costs, according to Andrew Hou, Acer president of Pan Asia Pacific.