Reverberations from HP’s announcement that it intends to shed its PC business, the world’s biggest by volume, is being felt far and wide across the global IT industry. While no clear buyer has yet emerged, executives in the PC supply chain, analysts and even government officials are all trying to make sense of its impact.
Nowhere is this search for answers more urgent than in Taiwan, where much of the world’s PC supply chain resides. HP’s computers are assembled by Hon Hai, Quanta, Inventec and Wistron, all Taiwanese companies. Read more
MediaTek is going decidedly upscale. The Taiwanese company, the biggest supplier of mobile phone chips to China, was until a year ago still best known as the enabler of gray market ‘bandit phones’ that flooded Chinese and other emerging markets.Within the past year, however, MediaTek has increasingly sold its chips to top-tier international phone brands such as Samsung and LG, and expanded its repertoire to include an advanced third-generation chip for smartphones. On Tuesday it announced its next step – licensing fourth-generation LTE technology from Japan’s NTT Docomo.
How much capacity does Taiwan Semiconductor Manufacturing Company need? The world’s biggest contract chipmaker is, after all, already planning to spend $4.8bn this year alone on capacity expansion.
The answer, according to Morris Chang, chairman and chief executive, is a lot more still. Addressing an audience of TSMC clients yesterday, Mr Chang laid out for the first time his approach towards capacity-building. The chip making industry, he said, often oscillates between two states of imbalance – either demand outstrips supply, or vice versa. Read more
It’s only been a few weeks, but Liu Yingjian, founder and chairman of Hanwang technology, already appears to be one step closer to his goal of making China’s biggest e-reader company a Fortune 500 company.
Mr Liu told the FT about this ambitious plan at the end of April, and we were a bit sceptical given the challenges Hanwang would face in order to achieve it, especially as consumers’ attention have clearly shifted from e-readers to tablet PCs in recent months.