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NEWS TAGGED ANALYSIS
Wednesday 20 December 2023
China's EV expertise, geopolitics to change industry dynamics
EVs are on track to gain momentum in the coming years. In 2023, a price war intensified the industry's competition. Geopolitics facilitated the localization of production. Multiple...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...
Monday 18 December 2023
2024 Outlook: Space, the next frontier for geopolitics
In the 21st century, geopolitical tensions between the United States and China have rekindled memories of the Cold War, particularly in space exploration.
Thursday 14 December 2023
COP28 in Dubai is over. How are chipmakers tackling carbon challenges ahead?
The COP28 climate summit has just wrapped up in Dubai, shedding light on two significant trends. The focus is on renewable energy, and the role of AI and machine learning in ESG and...
Wednesday 13 December 2023
Four countries in 7 days: Implication of Nvidia CEO Jensen Huang's Asia trips
Nvidia made headlines again with CEO Jensen Huang's Asia tour to Japan, Malaysia, Singapore, and Vietnam over the past week. Yet it takes a grander perspective to see the strategy...
Monday 11 December 2023
Evolution in consumer demand redefines development context of tech industry
With 2024 on the horizon, the tech industry will face new opportunities and challenges.
Wednesday 6 December 2023
Huawei's 5nm chip in L540 NB could be inventory made by TSMC before US ban
The latest report by Wccftech pointed out that Huawei's new notebook (NB) PC L540 is equipped with the 5nm Kirin 9006C, an SoC with 8 cores. Chinese media ITHome...
Wednesday 29 November 2023
Samsung expands into automotive chip market with an aim to surpass Micron by 2025
South Korean electronic giant Samsung Electronics has made significant progress since its foray into the automotive device market in 2015. Recent launches of various automotive ICs...
Monday 27 November 2023
Automotive electronics become key to survival for China's self-designed chips
Moore Silicon, a chip subsidiary of the Chinese state-owned electronics company TCL, is the latest dissolved in-house IC design team of a technology conglomerate in China after Oppo's...
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Monday 20 November 2023
German reliance on 'special funds' highlights the challenge of sustainable investment
Following a November 15 decision from Germany's Federal Constitutional Court against the transferring of EUR60 billion - granted during the Covid-19 pandemic but unspent in fiscal...
Monday 20 November 2023
Recent activities of SMEE and CIOMP show EUV development efforts progressing in China
Chinese semiconductor equipment manufacturers are luring experts to develop their extreme ultraviolet (EUV) lithography equipment to decrease reliance on ASML EUVs, which was blocked...
Friday 17 November 2023
Taiwan IC industry production value projected to decline by 11% in 2023
Taiwan's Industrial Technology Research Institute (ITRI) recently unveiled its statistics for Taiwan's semiconductor industry, which includes IC design, IC manufacturing, IC packaging,...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...