Taiwan strait tensions won’t affect startups, says Tim Draper

Silicon Valley VC Tim Draper stated in his visit to Taiwan that the threat of war won’t affect startups, using Israel as a prime example. He also pointed out China’s strict controls have made it no longer suitable for investment. According to reports, Draper is closely following space technology investment opportunities these days and has visited Taiwan’s National Space Organization (NSPO).

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How Silicon Valley looks at the Taiwan miracle (1): Introduction

In 2022, the total sales of Taiwan’s 800 listed companies will exceed US$1 trillion for the first time ever, with the semiconductor sector remaining the mainstay. Despite a possible downturn in the coming two years, Taiwan will still be able to hold onto to its irreplaceable role thanks to its powerful semiconductor and ICT supply chains. However, it is easy to sing the praises, but we need to look beyond the obvious to really understand Taiwan’s strengths and weaknesses. My recent trip to Silicon Valley let me see the positives of Taiwan and yet also shed light on some concerns or issues that need to be explored further.

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Auto chips still in robust demand with no oversupply concerns

Major automotive chip IDMs including Renesas and Onsemi reportedly have moved to reduce orders placed with testing houses, sparking concerns about whether demand for automotive chips, which has been strong despite market headwinds, is about to undergo a correction. Nevertheless, industry sources said there is still quite a distance to an oversupply of such chips.

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