ELECTRONICS
LED penetration to hit 23%
The global market penetration rate of LED commercial lighting will soar this year amid growing popularity of the product, LEDinside said in a recent research note, adding that the growth of the global LED commercial lighting market penetration rate will reach 23 percent by the end of the year. The global LED tube market totaled US$2.58 billion last year and will increase substantially to US$8.87 billion by 2018, with Europe, North America and China set to become major markets within the next five years, the market researcher said. Manufacturers should grab this opportunity and improve their products, such as boosting luminous efficacy, lifespan and light quality, LEDinside said. Luminous efficiency, lighting uniformity, color rendering and lifespan are still considered key technologies, it added.
FOOD
Show draws 1,500 exhibitors
This year’s annual Taipei International Food Show, scheduled to open on June 25, has attracted more than 1,500 local and foreign exhibitors occupying more than 3,700 booths, the Taiwan External Trade Development Council (TAITRA) said yesterday in a statement. The four-day event, which coincides with four other related packaging, processing, machinery and halal food shows, will run until June 28 at the Taipei World Trade Center Nangang Exhibition Hall and Exhibition Hall 1. It is expected to attract more than 6,500 international buyers and 58,000 local visitors, TAITRA said. Each day between 1pm and 2pm, there will be promotions for 30 national pavilions, the organizers said. In addition to new product launches, the organizers will also host cooking shows and other promotional activities during the show.
The New Taiwan dollar is on the verge of overtaking the yuan as Asia’s best carry-trade target given its lower risk of interest-rate and currency volatility. A strategy of borrowing the New Taiwan dollar to invest in higher-yielding alternatives has generated the second-highest return over the past month among Asian currencies behind the yuan, based on the Sharpe ratio that measures risk-adjusted relative returns. The New Taiwan dollar may soon replace its Chinese peer as the region’s favored carry trade tool, analysts say, citing Beijing’s efforts to support the yuan that can create wild swings in borrowing costs. In contrast,
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing
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