South Korea’s early exports sink in sign of weakening demand
South Korea’s early exports dropped in October, suggesting a weakening of demand that reinforces signs of a slowdown in the global economy.
21
Oct
21
Oct
EVE Energy to build cylindrical battery plant in Malaysia to support electric two-wheelers
EVE Energy, one of China’s leading battery manufacturers, announced that it will invest US$422.3 million in a project in Malaysia. The company plans to produce 21700-type cylindrical batteries locally in response to the growing demand for electric two-wheelers in the region.
21
Oct
PCB equipment makers remain upbeat about sales outlook
Taiwan’s PCB equipment makers remain optimistic about demand prospects despite orders deferral at the request of some customers, with most of them ending the first months of the year with double-digit revenue gains, according to industry sources.
21
Oct
US eyes expanding China tech ban to quantum computing and AI
The Biden administration is exploring the possibility of new export controls that would limit China’s access to some of the most powerful emerging computing technologies, according to people familiar with the situation.
21
Oct
ASML reiterates optimism as on-shoring demand bolsters growth
Dutch semiconductor equipment manufacturer ASML’s Q3 financial report exhumes optimism over the outlook through 2025-2030 due to the limited direct impact of the US-China Chip War while the on-shoring trends within various countries have already boosted demand for more EUV equipment and advanced memory manufacturing tools.
21
Oct
India pitches for Make-in-India by being an entrusted supply chain partner
As the world is bracing for a slowing economy and supply chain relocation, India has bucked the trend by attracting more investments and being a trusted supply chain partner with a strong reform will and quick adaptation.
21
Oct
Leaders in semiconductor in 2030 (2): Taiwan tech industry’s era of no borders
Sun Tzu’s “The Art of War” maintains that troops start out with their own country’s supplies and then get replenishments from the enemies. Taiwan may be small, but it can make use of different strategies. We may still get inspiration from the wisdom of 2,500 years ago.
21
Oct
Tesla notes limits in logistics capacity as delivery grows big
For the third quarter of 2022, Tesla reported 54% and 42% on-year growth in production and delivery and another record revenue of US$21.5 billion, logging a 56% on-year increase.
21
Oct
Inventory correction for Android phones nears end
Inventory correction for Android smartphones may come to an end later in the fourth quarter, but the market outlook for 2023 remains vague, according to sources at Taiwan-based IC design houses.
21
Oct
Taiwan September handset sales below expectation
Handset sales in Taiwan came to 450,000 units in September, which were below a previous estimate of over 500,000 units, according to sources at local retail channels.