The world's leading semiconductor manufacturers including TSMC, Samsung and Intel are set to lower their capital expenditure in 2023, marking the first reduction in four years and the most substantial in a decade. In this episode of Taiwan Talks, we ask what insights can we glean from this shift in investment trends?
Our guests are:
Marco Mezger
- Executive vice president and chief operating officer, Neumonda
Gary Ting
- Capital general manager and managing partner, KYMCO
Chapters
00:00:00 – Introduction
00:00:54 – China’s Economic Deceleration and Semiconductor Investment
00:05:17 – Resurgence Strategies: Prospects for China’s Semiconductor and Memory Sectors
00:10:30 – Trends in Turbulence: Examining China’s Investment and Export Slowdown
00:17:03 – Could China Mirror Japan’s Economic Stagnation?
00:20:39 – Shifting Alliances: Forecasting China’s Relations with the U.S. and Europe
00:24:00 – Presidential Perspectives: Biden’s Stark Warning on China's Economic Stability
25:16
26:15
25:14
26:46
26:45
26:46
26:46
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26:46
26:46
24:47
26:46
26:42
23:41
26:34
27:00