Some consumer IC designers are concerned about possible competition from IDMs in Europe and the US, who they fear could be forced to join the supply of consumer chips to boost the utilization rates for their additional capacities to be commercialized in the next few years, but most IDMs still believe their new capacities may not be enough to meet strong chip demand for automotive, infrastructure, and IoT applications.
China-based panel makers are mulling a price hike for 32-inch TV panels, with plans to also ramp up their utilization rates slightly in the late fourth quarter, which may create uncertainties for the end market as demand has remained weak.
The much-discussed “metaverse” has brought a disruption to the market but also declared a possibility for future innovation, stated Lee-Feng Chien, former managing director of Google Taiwan and current board member of Appier and iKala. With Web3 as a basis, developers, governments, and users are all looking forward to more new technological development.
The market scale for electrical vehicles (EV) is estimated to top US$2.0 trillion, and Taiwan will surely play an important role in the global EV market by 2025 with its production value estimated to reach NT$600 billion (US$18.96 billion), according to John Hsuan, vice honorary chairman of United Microelectronics (UMC) and chairman of Clientron, a specialist in automotive electronic control system integration.
Akoustis Technologies, a US-based IDM of bulk acoustic wave (BAW) high-band filters for mobile and other wireless applications, has located its Asia-Pacific foothold in Taoyuan, northern Taiwan, looking to better serve Taiwanese ODMs and explore more business opportunities in Japan, South Korea and China.
AMD announced selected preliminary financial results for 22Q3 on October 6, showing its revenues still managed to register a 29% year-on-year growth to reach US$5.6 billion, but the growth fell short of their previous forecast, due to lower-than-expected processor shipment as a result of weakened PC market demand and inventory correction actions across PC supply chain.
Wide-bandgap (WBG) semiconductors are on track to build their momentum as demand for fast charging grows. Wise-integration, a startup specialized in gallium nitride (GaN) power supply solutions, advances with an ambition to disrupt the market through digitalization.
The Switzerland-based STMicroelectronics (ST) is to invest EUR730 million (approx. US$716 million) over the next five years to build a silicon carbide (SiC) fab in Italy – its first SiC fab in Europe. The fab is scheduled to enter production in 2023. Financial Times reported that the project would receive EUR292 million in EU state aid, but the aid from the Italian government remains unclear.
Malaysia is the only country in Southeast Asia to have all its homegrown electric vehicle (EV) players, ranging from upstream to downstream, clustered within its borders. Even though the country has abundant resources, the most troubling is it doesn’t have provisions for EV manufacturing, including batteries, EVs, or even charging infrastructure, according to the country’s budget in 2022.