ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International Semiconductor Corporation (VIS), which is counterintuitive. Why would TSMC increase investment in a mature-node semiconductor foundry, when China's mature-node chips are facing an oversupply
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger, his activity on the social platform X (formerly Twitter) has been notable
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities
The rapid development of the global generative AI market is driving unprecedented transformation in the semiconductor industry. DIGITIMES Research's latest AI Chips Special Report highlights that generative AI models' training and inference rely heavily on substantial computing resources, making AI chips a focal point
The market size of AI applications for healthcare was US$19.2 billion in 2023, and DIGITIMES Research estimates that the market will grow at a compound annual growth rate (CAGR) of 35.8% to reach US$159.7 billion in 2030. Taiwan's AI healthcare market was NT$360 million (US$11.32 million) in 2023 and is expected to grow at a CAGR of 17.3% to reach NT$1.12 billion in 2030, according to DIGITIMES Research's latest report covering the AI healthcare market
Since its US launch in February and subsequent rollout to more markets in June, Apple's Vision Pro has received praise and criticism. After personally experiencing it at the Canton Road Apple Store in Hong Kong, my biggest takeaway was that it was a truly "smooth" experience
DIGITIMES Research's latest study on automotive components shows that automotive CMOS image sensors (CIS) have become the automotive industry's mainstream choice for cameras due to their advantages of low power consumption and high processing speed and can help greatly in accelerating autonomous driving popularization
As Microsoft transitions from a software giant to a cloud leader, with its cloud business now accounting for 40% of its revenue, a senior executive emphasized the company's expanding AI partnerships. The executive clarified that Microsoft's custom chip development serves as a reference model for customers rather than positioning the company as a competitor to chip manufacturers
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected revenue in the first half of 2024, reaching US$44.5 billion. This represents a growth of 19% year-on-year and 6% from the second half of 2023, indicating a steady recovery in the industry, according to DIGITIMES Research's latest report covering Taiwan's wafer foundry industry
Rapidus, a Japanese semiconductor startup aiming to mass-produce 2nm chips by 2027, faces significant funding, technology, and market competitiveness challenges
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable materials and processes. With up to $100 million in anticipated funding, this competition is part of the CHIPS for America program, which seeks to drive innovation in semiconductor manufacturing while addressing environmental challenges
Cultural sensitivity has not always been a strength of Taiwanese businesses, potentially straining Taiwan-Japan relations as Taiwan's semiconductor ventures expand overseas without fully considering local communities' perspectives
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the title of "national enterprise of Vietnam." However, concerns have emerged as Samsung lost its leading position in the Vietnamese smartphone market to Chinese competitors in the second quarter, prompting claims of "Vietnam betraying Samsung.
