Vietnam's semiconductor landscape is evolving rapidly, with the central region emerging as a new destination for foreign semiconductor firms, complementing the established chipmaking cluster in the north and the burgeoning software and IC design hub in the south. According to DIGITIMES Research, ongoing global geopolitical tensions, Vietnam's abundant local talent pool, and its policy initiatives to achieve a balanced development across regions will continue shaping the country's semiconductor ecosystem.
In the realm of "decarbonization"-spawned green business opportunities, the spotlight shines brightly on low-carbon hydrogen, an arena deemed indispensable in the medium to long term. Taiwan has earmarked hydrogen energy as one of the twelve pivotal strategies for its transformative journey towards net-zero emissions.
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Chen.
Affected by the overall global economic situation in 2023, Taiwanese industrial PC (IPC) manufacturers saw high inventory levels among their downstream customers with DIGITIMES Research estimating that the total revenue of Taiwanese IPC manufacturers reached NT$283.66 billion (US$8.66 billion) for annual decrease of 1.3% in 2023, a relatively weak performance, according to DIGITIMES Research's latest AIoT report covering Taiwanese IPC makers' performance in recent years.
DIGITIMES Research's latest report on the global smartphone industry shows that global smartphone shipments totaled around 330 million units, rising 6.5% on year.