Chip Giants' Investment Shift: Re-evaluation or Uncertainty?
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
