China has emerged as the world’s largest regional market for electrical vehicles (EV) and will remain on track to grow fast on a series of policy incentives designed to encourage EV production and purchases, prompting Taiwan components suppliers to step up deployments to explore more business opportunities.
India is emerging as one of the EV markets with great growth potential in the world, promising good business opportunities for Taiwan’s hardware suppliers, according to industry sources.
Apple is speeding up its supply chain diversification. Data shows that Apple has shipped close to 1 million made-in-India iPhones in the second quarter. However, India’s effort to slow down China’s investments may make Apple’s supply chain relocate.
OSATs have started slowing down wirebonding and other mature packaging capacity expansions in response to waning chip demand for consumer applications, but leading players such as ASE Technology remain committed to building more capacity for processing HPC chips, according to industry sources.
Taiwan’s semiconductor industry is in the limelight, or perhaps in the “crosshairs.” As a leader, Taiwan’s semiconductor industry must consider various key issues that will affect the future of the industry and develop various strategies with itself as the core.