Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
The return of Donald Trump to power introduces substantial uncertainty in the progression of global climate change initiatives. An analysis by DIGITIMES Research delves into his energy policies, examining their impact on the green energy sector within the US and the broader global energy landscape. The publication projects the potential trajectory of the industry through the year 2025
CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers
Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates
MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspirations
OpenAI CEO Sam Altman recently posted a reflection on the second anniversary of ChatGPT, summarizing the past years as "the most rewarding, fun, best, interesting, exhausting, stressful, and—particularly for the last two—unpleasant" years of his life. However, if one reads between the lines, Altman's reflections reveal some unsettling insights
Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast, Micron CEO Sanjay Mehrotra has taken a more measured approach to investing in US manufacturing facilities, ensuring the company maintains its financial health without overcommitting under the banner of "Made in America.
After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their business models and innovation strategies, anticipating intensified competition for survival by 2025
Unlike Europe's Dark Ages, Japan's semiconductor industry has maintained its strength throughout its history. Japan dominates the semiconductor materials industry and holds one-third of the semiconductor equipment market. The country continues to maintain a significant position in NAND Flash, power devices, automotive semiconductors, and CMOS image sensors
Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests the Honda-Nissan merger talks aim to prevent Foxconn from gaining involvement with Nissan, past acquisitions involving Japanese corporations have yielded mixed results, potentially influencing the outcome of this proposed merger
Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative efficiency and infrastructure development, may face new challenges. With Trump set to retake office in January 2025, the potential policy differences regarding China between these two influential figures remain a critical question
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation of a Section 301 investigation into China's mature process technologies. This measure can be viewed as a two-pronged strategy, combining cutting-edge technology restrictions with tariffs aimed at mass production of mature technologies, thereby delivering a "double strike" against China
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with incentive agreements and investment plans, their experiences underscore the Act's challenging and complex implementation process
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses' operations in China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone sector, including the first specialized drone display at the Taipei International Electronics Show (TAITRONICS) in 2024 and the planned drone section at COMPUTEX in 2025
