CONNECT WITH US
Monday 17 March 2025
Auden navigates drone-satellite communications: Charting a course through weight, energy, and stability challenges
As MWC 2025 concluded, industry observers are focusing on the evolution of next-generation communication technologies. This year's conference highlighted Non-Terrestrial Networks (NTN), with major telecom operators actively positioning themselves as related technologies continue to mature.
Monday 17 March 2025
Liquid-cooled ultrafast chargers to become new star of cutting EV down time, says DIGITIMES
As the global electric vehicle (EV) market grows, key regions such as China, Europe, and the US face challenges due to high EV-per-charger ratios in direct current (DC) charging infrastructure since the imbalance has led to longer waiting times for EV owners, according to DIGITIMES' latest finding in its latest report, which added that the introduction of liquid-cooled ultrafast charging systems appears to have emerged as an optimal solution for high-power charging to address charging anxiety
Saturday 15 March 2025
China EV market to stay robust in 2025, with Europe at second and US last, says DIGITIMES
While the global EV market continued to grow in 2024, the growth rate had slowed down with sales only reaching around 17 million units, a year-on-year increase of 25.5%. Although China maintained an overwhelming lead in the global market, the performances of the European and American markets were below expectations due to policies and weak demand, according to DIGITIMES' new global EV sales report
Friday 14 March 2025
Intel revival hinges on Tan's industry ties, tech expertise
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain remain skeptical. They express concern that as an outsider, Tan might find it challenging to initiate change at Intel, particularly in revitalizing its foundry business, without establishing clear goals
Friday 14 March 2025
Intel spin-off back on the table? Tan's arrival sparks new debate
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration with TSMC. As Intel prepares for earnings calls and strategic events, the emphasis will be on future directions amidst broader geopolitical influences, including Trump's focus on US manufacturing. Tan's leadership might explore a strategic spin-off while navigating Intel's foundry challenges
Friday 14 March 2025
Manus vs. DeepSeek: disruptive AI breakthrough or just smoke and mirrors?
China's latest AI sensation, Manus, is being marketed as the world's first general-purpose AI agent. Overnight, it became a trending topic, with many touting it as a groundbreaking leap in Chinese AI development. But is Manus truly a game-changer, or just another overhyped product
Friday 14 March 2025
Global server shipment poised to rise on year in 2025, but much weaker than before, says DIGITIMES
Global server shipments are anticipated to pick up by 2.3% in 2025, surpassing 15 million units, according to DIGITIMES' latest report covering server market shipments and performance in 2025. However, the growth rate will be lower than in 2024 as intensifying global tariff wars and escalating geopolitical tensions will lead to more conservative enterprise investments, with a focus on increasingly mature large language model (LLM) applications
Friday 14 March 2025
Chip war heats up: Intel, GF push tariffs as TSMC expands in US
The White House may be celebrating TSMC's record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel's long-term survival as a US chip powerhouse is being sidelined—a concern that's growing louder within Washington's policy circles
Thursday 13 March 2025
Why China's 'first' AI agent struggles to gain industry traction
China-based start-up Butterfly Effect claims to have launched the world's first General AI agent, Manus. The company aims to capitalize on the momentum of "Chinese-branded AI" following DeepSeek's success. However, industry response over the past week has been muted, as experts believe the startup lacks the crucial components needed to outshine its predecessor
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive
Thursday 13 March 2025
Trump's tariff policies cause economic uncertainty and trade shifts; Taiwanese companies face investment risks
The US economy heavily relies on domestic consumption, and under President Donald Trump, the administration employed a tariff-driven strategy aimed at bringing manufacturing back to the US The most dramatic of these measures was the 25% tariff on imports from Canada and Mexico, a move that was quickly dubbed by The Economist as " [the] dumbest trade war in history
Thursday 13 March 2025
Analysis: Intel bets on Lip-Bu Tan to unite a fractured semiconductor giant
Intel has appointed Lip-Bu Tan as its next CEO following his resignation from the board in 2024 due to dissatisfaction with the company's organizational structure. This decision comes as Intel undertakes significant reforms amid its critical mission to ensure US semiconductor security. Tan, who previously felt overwhelmed by the challenges of transforming Intel, is now seen as a key figure in revitalizing the company during this pivotal time
Thursday 13 March 2025
Asian perspectives 7: How emerging tech powers are navigating the battle between the US and China
The Breakthrough Technology Dialogue held in Singapore at the end of February saw participation from technology experts across various countries. However, the discussions were largely influenced by Asian perspectives, with Chinese viewpoints being particularly prominent. Even in private conversations, there was limited opposition to China's stance
Wednesday 12 March 2025
Taiwan's divided government puts TSMC's US$100 billion US expansion under scrutiny
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker and a cornerstone of Taiwan's economy, has found itself at the center of domestic political controversy following its announcement of a US$100 billion investment expansion in the United States. The massive investment comes at a sensitive time for Taiwan, where the ruling Democratic Progressive Party (DPP) lost its legislative majority in recent elections, creating a divided government where opposition parties now wield significant influence over major policy decisions
Wednesday 12 March 2025
Taiwan takes measured approach in reviewing TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans for a US$100 billion expansion investment in the United States, marking a significant escalation in the global semiconductor industry's geographic diversification. US President Donald Trump welcomed the announcement, emphasizing that unlike TSMC's initial US investments, this expansion would proceed without financial backing from the US government—a notable shift from projects previously subsidized under the CHIPS Act