The future of Taiwan’s semiconductor strategy faces new questions following Donald Trump’s election victory, particularly regarding TSMC’s commitment to keeping its most advanced processes in Taiwan.
The resilience of Taiwan’s semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky Lu and Pegatron Chairman T.H. Tung at the Global Views Leaders Forum on November 7, where they discussed industrial landscape changes following the recent US presidential election.
Taiwan-based Arcadyan Technology acknowledged significant challenges in the overall environment for 2025 but remains optimistic due to promising new technologies like Wi-Fi 7 and broadband infrastructure initiatives. The company also noted healthy customer inventory levels, boosting confidence in its operational performance for the year ahead.
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth in the third quarter of 2024. Although the product mix slightly impacted the gross margin, which declined marginally compared to the previous quarter, it remained above 20%.
China unveiled a CNY10 trillion (US$1.4 trillion) program to help resolve a local government hidden debt crisis, as authorities moved to shore up a slowing economy facing fresh risks from the reelection of Donald Trump.
The Biden administration is racing to complete Chips Act agreements with companies like Intel Corp. and Samsung Electronics Co., aiming to shore up one of its signature initiatives before President-elect Donald Trump enters the White House.
DIGITIMES Research expects global notebook shipments to suffer a sequential decline of 3.1% in the fourth quarter, while Apple will benefit from the releases of its new MacBook Pros.