The shortage of IC design talent continues to be a problem, leading Taiwan-based IC design firms to look into government and academic resources to hire overseas talent, focusing on Southeast Asia and Eastern Europe.
Apple Inc. is weighing the possibility of making some of its gadgets in Indonesia, as the iPhone maker explores production bases beyond its longtime stronghold of China.
In recent years, Taiwan-based IPC (Industrial PC) manufacturers have accelerated their production diversification, driven by geopolitical factors and local manufacturing incentive policies.
Apple Inc. wants to further boost quality investment and cooperation activities in Vietnam, state-owned media VTV reported, citing Chief Executive Officer Tim Cook in a meeting with Vietnamese Prime Minister Pham Minh Chinh.
Taiwan's Young Fast Optoelectronics is poised to expand its vertical integration by adding bonding and assembly lines to its Vietnam factory in 2024, with the expansion to drive positive revenue growth for the company.
Taiwan's PCB and IC substrate market will first stagnate before seeing a sharp increase in 2024, according to Maurice Lee, chairman of the Taiwan Printed Circuit Association (TPCA).
SpaceX's satellite communication service, Starlink, has embarked on an ambitious expansion journey, with a keen focus on penetrating the lucrative Southeast Asian market. The service has already established a footprint in nations such as the Philippines and Malaysia and now sets its sights on Indonesia.
Samsung Display (SDC) is exploring new business opportunities in Vietnam and India while reducing its dependency on the Chinese market, according to Korean media outlet Bloter. The firm manufactures handsets in different sizes and market segments for the two countries.
Optical device maker EZconn is seeing strong revenue and gross profit growth in the first quarter of 2024, thanks to the robust demand from broadband infrastructure construction in the US and bandwidth demand boosted by artificial intelligence (AI).
Recently, a Meta executive for the South and Southeast Asia region stated that Vietnam has the potential to become one of the hubs for the AI industry due to the country's open policies and entrepreneurial spirit.
Sony inaugurated an expanded facility in central Thailand, which will make automotive CMOS image sensors (CIS), OLED display components for digital cameras, and laser diodes for high-capacity hard disks.
As India embarks on semiconductor ecosystem building by approving chipmaking proposals in late February, analysts expressed their concerns over the infrastructure challenges, particularly in electricity.
With the global supply chain going regional, emerging countries in Southeast Asia and South Asia are rising to the fore. In a keynote speech at the Indo-Pacific Industry Strategy Forum hosted by Mt. Dadu Industrial Innovation Foundation, MIH Consortium CEO Jack Cheng told the audience that Taiwanese companies need to unite efforts from fellow Taiwanese partners and local partners in Southeast Asia and South Asia to compete with China.
