Clark Tseng

  (all posts)
Clark Tseng is a senior manager for market analysis at SEMI. His major responsibility is to track and evaluate semiconductor front-end fab investment in Asia Pacific region. His research also spans over LED, flat panel display and PV industries. His expertise includes in-depth analysis of the industry dynamics, as well as the fundamentals of market forecasting, competitive analysis, and strategic planning.

Author's Latest Posts

Driving Generative AI Innovation: 5 Competitive Advantages For Taiwan In Enabling The Next Industrial Revolution
By Clark Tseng - 20 Jun, 2024 - Comments: 0

The developments in AI technology have been significant in recent years. In 2016, DeepMind AlphaGo’s victory over a human Go world champion was a significant milestone in the advancement of artificial intelligence (AI). Later in 2022, the emergence of ChatGPT 3.5 further strengthened the AI landscape. Generative AI has been a disruptive innovation, automating the creation of text, images... » read more

Chip Equipment Billings Soar In 2020
By Clark Tseng - 17 Dec, 2020 - Comments: 0

The global economy has started down a gradual path to recovery from COVID-19 in recent months as the world continues to combat the virus. Yet one sector – semiconductors – has shown impressive growth powered by a transformation hastened by the pandemic across industries ranging from education and work-from-home to healthcare. Semiconductor sales increased 12% in September to mark a secon... » read more

Counting On Cryptocurrency
By Clark Tseng - 15 Mar, 2018 - Comments: 1

While cryptocurrencies may still be in the infancy of market development and adoption, the semiconductor industry has certainly felt the potential of blockchain technologies. In its fourth quarter 2017 earnings conference, TSMC commented on the strong demand from cryptocurrency-related businesses since the second half of 2017. These “mining” markets are driving leading-edge business at TSMC... » read more

Funding China’s 200mm Fabs
By Clark Tseng - 07 Jul, 2017 - Comments: 0

China’s ambitious plans to build a world-class semiconductor manufacturing supply chain domestically certainly has the industry’s attention. With over a dozen new 300mm fab announcements lately from Foundries, DRAM, 3D NAND, and as well as CMOS image sensor companies (either from international semiconductor makers or from indigenous players), China has launched a huge investment in wafer fa... » read more

China Moves To Top Spot In Fab Equipment Spending
By Clark Tseng - 16 Feb, 2017 - Comments: 0

By Clark Tseng, Dan Tracy & Gavin Wang of SEMI With 20, and possibly more, new fab projects underway or announced in China since 2016, spending on fab equipment will surge to $10 billion or more, annually, by 2018 and to even higher levels in the following two years. As a result, China is projected to be the top spending region for fab equipment in 2019 and 2020. Robert Maire, of Semicon... » read more

Foundry Capacity Investment Led By Taiwan And China
By Clark Tseng - 21 Jul, 2016 - Comments: 0

The era of every company building a captive fab for next-generation products is ancient history, as foundries throughout the world provide leading-edge technology and flexible capacity in a timely and cost-effective manner. In today’s mobile-driven ecosystem, faster product development cycles and time-to-market have become the norm for the industry. Now, this trend is even spreading to the co... » read more

  • Sponsors

About

Navigation

Connect With Us

Copyright ©2013-2024 SMG   |  Terms of Service  |  Privacy Policy