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Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming leadership in the semiconductor industry
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few executive orders and appointments, and these alterations can have major impacts on tech companies
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing he would not seek re-election and would support Vice President Kamala Harris as the Democratic candidate
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces today also reflect the inconvenient truth: everyone sees the benefit of market competition by having Intel compete with TSMC in providing foundry services, but are they truly competing
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's production capacities in its Arizona fab will gain some peace of mind amid uncertainties of a renewed tariff war threatened by Donald Trump
Monday 22 July 2024
Why didn't SK On make a profit in any of the 10 quarters since its establishment?
The SK Group views EV-related businesses as a key growth area for the future, which is why its battery subsidiary SK On invested over KRW20 trillion (US$14.5 billion) to expand its global production sites
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump's statements regarding the US-China chip war
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as much as 90% of it. This is due to their exceptional skills in server design, research and development, and contract manufacturing. Taiwan is the primary recipient of this market dominance
Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the United States. However, few have noticed that China's semiconductor exports growth and dollar amount during the first half of the year both exceeded that of automotive exports
Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling
Friday 12 July 2024
Potential trade war as China prepares countermeasures against EU tariffs on EVs
The European Union has announced additional tariffs of up to 38.1% on electric vehicles from China
Tuesday 9 July 2024
Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment in the semiconductor industry
Monday 8 July 2024
Innolux's transformation journey: from display panel to advanced semiconductor packaging
Innolux Corporation, a leading display panel manufacturer, is undergoing a significant transformation as it ventures into the semiconductor field with its Fan-Out Panel Level Packaging (FOPLP) technology. The company is closing its generation 5.5 TFT-LCD plant and has garnered attention due to its collaboration with TSMC on FOPLP development and potential interest from Micron Technology in acquiring the aforementioned plant
Monday 24 June 2024
Intel Foundry's 3nm process is catching up fast, should Samsung worry about it?
Samsung and Intel are trying to overtake TSMC, but TSMC chairman C. C. Wei's answer to that challenge is: "No way!"
Friday 21 June 2024
RISC-V's rapid growth and hurdles ahead: US-China tech tensions and ecosystem fragmentation
RISC-V, an open standard instruction set architecture, has garnered global attention due to its royalty-free nature and adaptability for custom hardware development
Next-Gen Retail Revolution: The Power of Edge AI and Cloud Surveillance
Summary of Tech Supply Chain News!
AIoT
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research