Tony Huang provides market insights and consulting for DIGITIMES in the semiconductor industry and market. In recent years, he has paid attention on the study of automotive semiconductors and wide band gap (WBG) semiconductor industries.
Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and...
Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and 2nm capacity is largely locked in....
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade Statistics (WSTS) forecast, released...
The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license and onboard its core engineering team.
TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule.
In a year when artificial intelligence spending has begun to resemble a national infrastructure program, Celestial AI has chosen to stop being a standalone startup. Preet Virk, the company's co-founder and chief...
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million...
The ongoing rise of generative AI is driving the entire semiconductor industry toward unprecedented growth. The global semiconductor market is expected to exceed $1 trillion by 2030, with a strong 8.7% Compound Annual...
As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang. Speaking with DIGITIMES Asia,...
Global supply chains are accelerating their decoupling processes as geopolitical tensions persist, according to DIGITIMES vice president Eric Huang at the recent Tech Forum 2025. Taiwan's technology sector looks to...
Generative AI (GenAI) is a subset within the AI realm, and it is expected to be one of the most critical driving forces for global economic growth in the next 5-10 years.
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced processes defined as below 10 nm....
Inventory restocking is anticipated to increase capacity utilization within the semiconductor supply chain starting in the latter half of 2024, according to market observers.
There have been signs that the four top applications of semiconductors (handsets, servers, vehicles, notebooks, and personal computers) have risen out of their slump despite no noticeable changes in end-market demand...
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather than indicating a decline in demand for...
In 2024, the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations in high-performance computing (HPC) and...
Even though major players including Samsung, SK Hynix, and Micron have already cut production significantly, the prices of DRAM and NAND Flash memory products took a nose dive in the first half of 2023. The global...
Automotive chips are estimated to register the highest CAGR in revenue from 2022 to 2027 among semiconductor application categories. What is the exact extent of influence TSMC will have in the automotive chip market?...
According to the financial results released for the last quarter, of the five major chip applications, demand for most semiconductor applications are declining or stagnant, and only automotive semiconductors are...
While AI continues to trend, the global semiconductor market in 2023 is still struggling to escape the downturn. This is mainly due to the memory market, which is expected to decline by more than 30% annually.
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling and even declining compared to the same...
Warren Buffett slashed his holding of Taiwan Semiconductor Manufacturing Co. just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that's chilling investor sentiment...
Though demand for LCD panels has nosedived in 2022, automotive displays will drive global LCD panel output value to continually increase to over US$70 billion in 2030, according to DIGITIMES Research director Tony Huang.
At the 2023 DIGITIMES Research Technology Trend Conference, "Change" was chosen from a list of nine candidates and announced as the technology keyword of 2023.
