Taiwan semiconductor industry: Domestic challenges, overseas headhunting and global sharing

Taiwan’s domestic market is small but the export-oriented semiconductor industry actually depend heavily on the domestic environment. As TSMC CEO CC Wei has noted, the number of semiconductors in automobiles is increasing at a rate of 15% per year. What it really means is that there are huge opportunities and the key is whether you are competitive enough to gain portions of them.

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Energy crisis prompts German industry to reflect on decoupling

As tension with Russia rises, German suppliers have begun to reflect on autonomy and the the potential repercussions of decoupling from China. The German commerce media Markt und Mittestand reported that German economists and industry representatives have put the strategic benefits of decoupling with China in doubt, especially given the labor shortage in the country. For the small and medium businesses (SMEs) contributing to more than half of the country’s GDP, production costs would also be higher, not to mention a full-blown trade war. According to a recent research conducted by the Munich-based Ifo Institute for Economic Research, if Germany ended up descending into a trade war with China, the damage would be six times that of Brexit in terms of costs, even if the United States helped to cushion the impacts.

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Autonomous driving chips to be next battlefield for IC designers and automakers, says DIGITIMES Research

Autonomous driving chip developers, based on their business types, can be separated into four major camps – automotive chip IDM/designers, ICT chip companies, emerging automotive chip developers, and automakers with an in-house chip R&D team – with each having its advantages in competitions, according to DIGITIMES Research’s analysis.

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