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Wednesday 2 April 2025
The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion. These tech giants have not only focused on their main business areas but have also significantly invested in developing in-house chips
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Friday 4 April 2025
OpenAI meets Studio Ghibli: Computing power over artistic brilliance?
OpenAI's ChatGPT recently introduced a new image generation feature, allowing users to transform images into the style of Hayao Miyazaki (Studio Ghibli), once again setting off a trend. However, high system traffic has led OpenAI to impose usage limits
Thursday 3 April 2025
Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing) model. The "Intel Inside" campaign became a global success, cementing Intel's position at the top of the semiconductor industry. It wasn't until 2013 when Brian Krzanich became Intel's sixth CEO that the company made its first tentative steps into foundry services
Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside global powers. Within the G2 dynamic, Taiwan grapples with internal limitations such as energy, talent, and land. Even the goal of maintaining the status quo poses an increasingly daunting challenge, with US policy toward Taiwan—especially under the Trump administration—remaining a critical factor
Tuesday 1 April 2025
The Great Tech Reset 3: Behind the decades of expertise anchoring global supply chains
Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged latecomers such as Taiwan and South Korea, which concentrated on process technology rather than developing their own equipment and material capabilities
Tuesday 1 April 2025
Texas leads energy storage revolution with diverse tech
Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands — including from data centers projected to consume 9% of the US electricity by 2030
Monday 31 March 2025
Rise and fall of the metaverse: How AI and AR are shaping the future
The metaverse trend briefly surged after Facebook rebranded to Meta Platforms in October 2021, fueling industry-wide interest in virtual reality (VR) and its integration with augmented reality (AR) and mixed reality (MR) into extended reality (XR). The ambition was to create immersive digital experiences, with Meta leading substantial investments into building a metaverse ecosystem. However, initial enthusiasm quickly faded as the concept struggled to gain market traction
Monday 31 March 2025
Interview with Ceva CEO: Neural networks gradually replacing traditional DSP; targeting edge AI in the IP market
IP provider Ceva has been actively entering the edge AI sector in recent years. In an interview with DIGITIMES, CEO Amir Panush stated that edge AI presents significant market opportunities and will be a key growth engine for Ceva in the coming years
Monday 31 March 2025
The Great Tech Reset 2: Tariff wars push global supply chains toward de-globalization
When Donald Trump took office, he pushed hard on using tariffs as a tool to force manufacturers to move their production to the US. His goal was simple: create more jobs for Americans
Monday 31 March 2025
The Great Tech Reset 1: the supply chains caught between heaven and earth
US President Donald Trump loves to mention TSMC's US$165 billion investment in the US as a symbol of success. But the real issue isn't whether that investment materializes — it's how US strategic policy is forcing a global reset of the tech supply chain
Saturday 29 March 2025
Apple grapples with AI leadership amid Siri's struggles and GenAI push
Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri, Apple's voice assistant, and its lagging performance in the rapidly advancing world of artificial intelligence (AI). Unlike many of its tech rivals, Apple has been slow to build out AI-focused data centers, but recent moves suggest the company is finally positioning itself to compete in the generative AI (GenAI) space
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established the National Energy Dominance Council to guide energy policy, highlighting traditional resources while notably excluding wind and solar power
Saturday 29 March 2025
SEMI Country excerpt 4: China, BYD, and the battle for EV supremacy
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality EVs are sent to the scrapyard during market transitions. China's system naturally eliminates laggards that fail to keep pace. The Chinese assure the world there is no need to worry unnecessarily, emphasizing that they possess greater resilience and flexibility than other nations to tolerate failures. Even if only three EV manufacturers remain profitable, the Chinese will not falter
Saturday 29 March 2025
OpenAI, Google, and Anthropic unveil competing proposals to shape Trump's AI Action Plan
With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape US AI policy. These firms, identified by 01.AI CEO Kai-Fu Lee as future AI market leaders, emphasize the need to balance innovation, national security, and global competitiveness
Friday 28 March 2025
Hooked by Huawei? SiCarrier's bold debut tests the depth of China's chipmaking ambitions
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often reaching foundries only after extensive validation—far from the world of bold marketing campaigns
Thursday 27 March 2025
Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standards
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts to attract manufacturing investments, as this trend is becoming evident, said Julian Gorman, head of Asia Pacific at GSMA