Automotive parts supply yet to reach balance, but demand may soften first

The global automotive digitization and electrification process continues to move forward. Yet for the last two years, it has been stuck due to the automotive chip and lithium battery crunch. When can this material shortage end? So far, it doesn’t seem to be an easy task, mainly because the supply is lagging far behind the increase in demand. The regional development of the supply chain may face different situations before the newly expanded production capacities are put into operation.

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National Development Fund sees fruition of angel investment

The Taiwan government’s National Development Fund (NDF) began to implement 5-year Startup Business Angel Investment Program specifically for angel investment in startup businesses in late 2018, and had invested in 202 qualified startup businesses with total approved angel investment of NT$3.162 billion (US$102 million) as of August 31, 2022, according to National Development Council (NDC) which is the management agency for NDF.

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Samsung’s ups and downs (3): Why Samsung is so keen on foundry biz

Gartner has raised the CAGR of the foundry market from 2021 to 2025 to over 16%, and TSMC’s aggressive deployment is expected to boost its global market share from 57% in 2021 to 64% in 2025. The Gartner-defined foundry market is smaller than what we perceive. If we take the 2021 foundry market at US$109.9 billion, TSMC’s market share is 52%. But whether it is 52% or 57%, we agree that the foundry market is still growing and TSMC will still be the winner.

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