AMEYA360:<span style='color:red'>Taiwan</span> Semiconductor PUAD Ultra Fast Surface Mount Rectifiers
There is news that the new European plant of <span style='color:red'>Taiwan</span> Semiconductor Manufacturing will be delayed by two years as soon as 2025
  According to the latest report, the industry said that because the automotive semiconductor supply is no longer a serious shortage, and most of the automotive chip customers may switch to Japan, the United States and other new plants production, TSMC's European plant delayed by two years, as soon as 2025 to start construction of the plant.  At the meeting, TSMC said it was in talks with customers and partners and would evaluate the possibility of setting up specialized fabs in Europe focusing on automotive technology, depending on customer demand and government support. In response to news of the delay in the construction of new plants in Europe, Taiwan Semiconductor said it maintained its previous statement at the legal briefing and had no updated response at this time.  A team from Taiwan Semiconductor has visited Germany several times over the past two years to assess the feasibility of setting up a 12-inch fab in Germany, with the city of Dresden the most likely location, according to fab tool maker sources.  In addition, there is also news that Global Crystal's acquisition of German peer World Generation because of the German authorities because of "too little time to review", causing a ripple effect. Sources said that the original said to set up a plant in Germany is still in the "very, very early stage", it is feared that due to Global crystal acquisition of World Tron failed, the new European plant will turn to evaluate the Czech Republic.  Industry insiders pointed out that in the previous automotive chip shortage, TSMC not only accelerated production capacity scheduling in the factory in Taiwan, China, but also locked in the automotive field of new plants in Japan, Europe and other places. However, with the correction of the semiconductor economy, the main wafer foundries have more abundant capacity scheduling production of automotive chips, which makes the chip shortage improved to a certain extent, and even reached the balance between supply and demand.  Once the construction of the European plant is delayed, the industry analysis, its European automotive chip customers may maintain in Taiwan, China, or even transfer to Japan, the United States and other places to produce new plants, which will help Taiwan Semiconductor better use of overseas plant capacity.
Release time:2023-02-20 17:00 reading:2787 Continue reading>>
Microsoft Teams Up with <span style='color:red'>Taiwan</span>’s AI LAB to Jointly Announce AI Gene Analysis Platform
Taiwan Microsoft and Taiwan’s Artificial Intelligence Laboratory (AI LAB) have jointly announced the TaiGenomics Artificial Intelligence gene analysis platform. Integrated with Microsoft’s Azure Cloud Computing, the platform conducts gene sequencing, analysis, and diagnosis effectively through the use of AI to assist medical specialists in the rapid prediction of potential diseases caused by genetic variations.Taiwan AI LAB Founder Ethan Tu stated that Taiwan has an advantage in the development of precision medical care, and in addition to having a solid foundation in the communications industry, Taiwan’s National Health Insurance Database, medical records, and medical electronic imaging also provide robust databases for genetic testing.This collaboration with Microsoft utilizes the advantages of Azure to develop TaiGenomics, which analyzes the necessary space and cloud computing resources necessary for the analysis of medical big data. It is anticipated that this collaboration will enable TaiGenomics to develop Taiwan’s strengths and drive a new ecology through integration with the medical treatment ecosystem. Furthermore, there is an opportunity to begin this endeavor in Taiwan and then extend it to the rest of the world.General Manager of Microsoft Taiwan Sun Jikang stated: AI has always been Microsoft’s goal, and we anticipate that the joint development of the TaiGenomics gene analysis platform with Taiwan’s AI LAB will serve as a connection with other team research services and experts to expand the precision medical ecosystem.In order to integrate with Azure cloud computing, massive amounts of data are processed for gene detection using AI, which drastically reduces data comparison time and gene testing costs. It also assist medical specialists in the rapid prediction of potential diseases. As for the resources to establish TaiGenomics, they will all be placed in cloud storage in order to solve the problem of massive data needed for genetic testing.
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Release time:2019-01-03 00:00 reading:1158 Continue reading>>
MIC: USA Trade War to Impact <span style='color:red'>Taiwan</span>’s Annual Growth in 2019
The Market Intelligence & Consulting Institute (MIC) stated that the trade war between the United States and China has already become a protracted conflict, and amid the influence of factors of uncertainty, the economic inertia will slow down for Taiwan’s major trading partners, including the USA, the EU, Japan, South Korea, and Hong Kong. This will be a drag on the global economy and will impact Taiwan’s annual growth next year.Senior industry consultant Chen Zi-ang pointed out that from the results of international forecasting agency observations, the estimated values for Taiwan’s economic growth next year will be worse than those of 2018. Furthermore, an early response will be required in case Taiwan’s economic growth rate is faced with a gross margin crisis. Regarding China’s and the United States’ 90 days of recess in entering into negotiations, it still remains to be seen whether or not the deal will break down and the US restores 25% tariff measures, which will inevitably affect Taiwan's ICT industry.Institute for Information Industry (III) MRC estimates that the most probable development situation will be a protracted war and that the conflicts will not be solved in the short term. Although not every country will be directly impacted, overall international trade activity may slow down as a result, and there will be additional factors of uncertainty.Institute for Information Industry (III) MRC observed that the most recent situation in the trade war between the United States and China is impacting a portion of Taiwan’s telecommunications industry with one Taiwanese manufacturer after another beginning to adopt countermeasures. Some items of semiconductors, information products, and the netcon industry have also been affected, including logic in semiconductors, analog, and memory wafer semi-finished products and modules. Meanwhile, information products such as motherboards, desktop computers, and computer peripherals have been impacted along with broadband terminals and switch and set-top boxes in the communications industry.Two types of response measures are generally being adopted by the most influential information product related enterprises. The first is to transfer their production locations, and Vietnam, Mexico, the Philippines, and even Taiwan are options which businesses are evaluating. The other response is to adjust pricing, and currently some brands have raised prices by 5% to 10%.
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Release time:2018-12-25 00:00 reading:922 Continue reading>>
Obscured Policies in <span style='color:red'>Taiwan</span>’s FIT Scheme to Impact on Sustainable Development of Local Solar Supply Chain
The Taiwanese Ministry of Economic Affairs (MOEA) has announced a 10.17% decrease to next year’s feed-in tariff (FIT) rates for solar PV installations, which is much higher than the average decrease of 4.25% in the global PV industry. This will make 2019 a tough year for Taiwan’s PV industry, with wider-than-expected impacts on the whole market, says EnergyTrend, a division of TrendForce.According to EnergyTrend analyst Sharon Chen, since the second half of 2018, local PV companies have successively planned the construction of large-scale ground-mounted PV systems for 2019. Overall, the capacity is close to 1 GW. However, developers in this sector face myriad construction challenges. These include equipment that is resistant to salt corrosion for at least 20 years; and the costs of building substations.Indeed, contrary to the rules for rooftop PV, most ground-mounted PV systems require developers to build a booster substation by themselves, meaning the costs for grid connection account for around 25% of the total installation costs. In an environment where grid connection costs cannot be reduced and the FIT is greatly cut, EPC companies need to limit equipment costs by using cheaper modules and inverters, for instance, in order to maintain a high internal rate of return (IRR).EnergyTrend analyst Sharon Chen points out that current module prices are US$0.37/W on the spot market. In this situation, the IRR will be just 2.60% after the FIT cuts, while it will take 15 years for companies to achieve a break-even point. Meanwhile, in 2019, PV projects will only receive a 6% markup on FITs when they are fitted with VPC-recognized modules and inverters. As such, companies may increase quotes to cover the associated costs of certification. To combat this, modules prices need to be lowered to $0.30/W or less to make IRR rebound to 5%. However, we believe that even the most competitive module manufacturers in Taiwan may not be able to offer a price as low as this, let alone the prices needed for inverters. Overall, Taiwanese manufacturers will find it difficult to follow the global price decline trends, due to high production costs, meaning modules and inverters made by Chinese manufacturers will continue to be more cost competitive. It has been a global trend to phase out FITs for solar PV projects. EnergyTrend believes that the best way is to make clear the annual decline in rates to 2025, and to use the subsidy to assist in the development of energy storage, which can supplement intermittent energy sources like solar energy. In this way, companies will also have a chance to assess the risks themselves, so that those which cannot fit in will be naturally eliminated from the industry. In the long term, the solar energy industry needs healthy and stable development.
Release time:2018-12-24 00:00 reading:1002 Continue reading>>
AAEON Wins Two <span style='color:red'>Taiwan</span> Excellence Awards
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Release time:2018-10-29 00:00 reading:1152 Continue reading>>
GaN semiconductor specialist Exagan forms <span style='color:red'>Taiwan</span> subsidiary
Exagan, an innovator of gallium nitride (GaN) semiconductor technology enabling smaller and more efficient electrical converters, has established Exagan Taiwan Ltd. with a new sales and applications center in Taiwan – the company’s first step in its global market deployment – to accelerate the development and use of fast, intelligent GaN power solutions in the region.The facility in Taipei’s Nankang Software Park officially opened today during ceremonies attended by Exagan’s president and CEO Frédéric Dupont, COO Fabrice Letertre and Asia sales director Ralf Kilguss. Kilguss is heading up regional sales in Asia, leveraging his 20 years of experience in the semiconductor and power electronics markets.“With this new application center, our company experts will be able to work closely with local customers on evaluating and designing GaN-based solutions while speeding the technology’s adoption in the rapidly growing charger and server sectors, which are being driven by a very dynamic Asian market,” Dupont said.Since its creation in 2014, Exagan has developed multiple partnerships in Asia to support its product design, development and manufacturing, thus establishing a robust supply chain with proven solutions for the targeted markets.Earlier this year, Exagan launched its safe, powerful G-FET™ power transistors and G-DRIVE™ intelligent and fast-switching solution featuring an integrated driver and transistor in a single package. These are designed for easy system implementation in applications including servers and USB chargers.The number of devices with at least one USB type C port for the simultaneous transfer of electrical power, data and video is forecasted to grow to nearly five billion units by 2021, according to market research firm IHS Markit, while total server shipments are expected to expand at a CAGR of 14 percent over the period of 2018 to 2023, as forecasted by Digitimes Research.
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Release time:2018-10-19 00:00 reading:1010 Continue reading>>
Market Share of Electric Scooter in <span style='color:red'>Taiwan</span> to Reach 10% in 2019
According to EnergyTrend, a division of TrendForce, eased oil prices and sliding xEV battery costs may drive Taiwan’s fledgling electric scooter market. Taiwan is expected to have 78000 electric scooters in 2018, taking a share of 8% in its overall scooter market. For 2019, the market share of electric scooters will reach 10%, of which 90% will be heavy electric scooters, up from 85% in 2018.According to Duff Lu, senior research manager of EnergyTrend, Taiwan’s gas scooter market is becoming saturated. Taiwan government has been promoting the industry toward electrification, echoing the trend of sustainable transportation such as bike-sharing systems. The government is also building public charging stations, providing subsidies to encourage the use of electric scooter and to promote clean energy.On the other hand, the costs of lithium-ion battery have been decreasing, as China continues promoting electric vehicles and its domestic xEV battery industry. China has become a major supplier of raw materials for xEV battery as well, further lowering the prices of battery systems. The prices of xEV battery for vehicles remained about 550 USD/kWh in 2015, then decreased to 350 USD/kWh in 2017, and are expected to slide to 250USD/kWh in 2019, boosting the battery applications.EnergyTrend notes that Taiwan is expected to have 78000 electric scooters in 2018, taking a share of 8% in its overall scooter market. Light e-scooters (with lower than 5 horsepower) used to be more common in Taiwan compared with heavy ones (with 5 or higher horsepower), but the emergence of Gogoro since 2016 has gradually pushed up the demand for heavy electric scooters. The price gap between heavy e-scooters and gas scooters has further narrowed since 2017, when budget scooters (with costs lower than NT$40000) were introduced. Currently, heavy e-scooters account for 85% of the whole e-scooter market in Taiwan for 2018. Looking ahead, major scooter manufacturers like Gogoro, Kwang Yang Motor Co. (KYMCO), and Sanyang Motor Co. (SYM) have plans to launch new heavy e-scooters, which could further boost the sales volume of heavy e-scooter to 90000 units in 2019, accounting for 90% of all the electric scooters.
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Release time:2018-10-17 00:00 reading:1203 Continue reading>>
NSP Tops PV Module Shipment Ranking in <span style='color:red'>Taiwan</span> for 1H18
  According to the Solar Powering Taiwan: Special Report by EnergyTrend, the Capex of PV power systems has been decreasing, due to the drop in module prices caused by massive PV installations. In 1H18, the system costs of PV projects in Taiwan have been decreasing, approaching the level in Germany, Italy and the Netherlands. EnergyTrend expects the system costs to drop further in the second half of this year, which may motivate companies to make investments.  EnergyTrend notes that PV power systems involve low and controllable risk, with the capability for the generation of cash flow. The risks can be managed effectively with qualified EPCs and Insurers, who can also help with the maintenance of steady cash flow, via their understanding of system design and effective management of sites. Therefore, finance is also one of the main growth drivers for the development of PV power.  As for the cost structure, the installations in Taiwan were limited to rooftop PV power systems in the early stages, and it was not until 2017 when ground-mounted PV power plants were permitted at a massive scale. Hence, there have been common standards for the structure and costs of rooftop models after years of usage. For roof-top corrugated aluminum mounting systems, the cost share of modules has declined from 48% to 40% between 2017 and 2018, when the share of inverters has also slipped from 11% to 6% in 2018 as the Chinese inverter brands forayed into the Taiwanese market, causing price competition in the market.  NSP recorded the highest module shipments in Taiwan for 1H18  The module shipment volume of NSP topped the Taiwan market, surpassing that of AUO in the first half of this year. With high reputation and wide market recognition, AUO and NSP are now the two foremost suppliers in Taiwan. Going forward to 2019, the market situation remains to be seen, as the existing domestic module makers are scrambling to tap the market’s huge potential. This includes TSMMC, the newly established joint venture, TSEC which has set up a new module fab in Pingtung County, as well as Neo Solar Power, Gintech, and Solartech, which will merge into United Renewable Energy Co., Ltd.in October 2018.  Delta secures 40% share and tops the inverter market in Taiwan  While 70% of the issues during the construction of PV power systems is related to foundation, inverter issues contribute to 70% of the problems after the construction. Therefore, how to provide after-sales maintenance and repair service has been a major consideration in the marketing strategy of inverter brands. In Taiwan, Delta, Satcon, and SMA take the first three places in the inverter shipments for 1H18, with long history maintenance and repair centers in Taiwan to make it easier to provide after services. Particularly, 40% of the market share is secured by Taiwan’s leading inverter supplier Delta.
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Release time:2018-09-20 00:00 reading:905 Continue reading>>
<span style='color:red'>Taiwan</span> Semiconductor Industry Growing Steadily in 2018, Up 8.1% to USD82.8 Billion

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