geopolitics


2024-12-31

[News] Nearly 40% of South Korean Companies in China Plan to Downsize Within Five Years

According to a report by The Chosun Daily, a recent survey conducted by the Korea Institute for Industrial Economics and Trade, the Beijing Office of the Korea Chamber of Commerce and Industry, and the Korean Chamber of Commerce in China revealed that 37% of South Korean companies operating in China...

2024-11-28

[News] Japan, South Korea Reportedly Strive to Cut Dependence on China for Tech Materials

As Donald Trump threatens to impose tariffs on Chinese imports from his first day in office, how to reduce dependence on China’s tech materials becomes a top priority for Asian countries like Japan and South Korea, which are heavily involved in semiconductors. According to a report by Nikkei, both...

2024-10-22

[News] Vietnam’s Opportunities and Challenges as the Next Semiconductor Hub amid Geopolitical Tensions

Vietnam recently announced its national strategy for developing its semiconductor industry. According to a report from the Diplomat, this plan focuses on gradually building local expertise and integrating the country into the assembly, packaging, and testing (APT) stages of the semiconductor value c...

2023-03-31

Avoiding Geopolitical Risks, Server Materials and ODM Production Locations Continue to Shift

As the struggle between China and the United States continues, in order to avoid upcoming geopolitical risks, not only have Taiwanese ODM manufacturers begun to shift some production locations, but market research firm TrendForce has also observed that American OEM companies have started to take act...

2022-05-03

2021 Global High-Performance Computing Output Valued at US$36.8 Billion, US Accounts for 48% as the Largest Market

According to TrendForce research, the global high-performance computing market reached approximately US$36.8 billion in 2021, growing 7.1% compared to 2020. The United States is still the largest market for high-performance computing in the world with an approximate 48% share, followed by China and ...

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