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NEWS TAGGED ANALYSIS
Thursday 30 September 2021
Taiwan and Korea: A comparison of tech strengths and strategic backgrounds
According to SEMI, the world semiconductor equipment market is expected to exceed US$100 billion in 2022, with Korea and Taiwan ranked as the first and second in procurement amounts,...
Wednesday 29 September 2021
Vietnam's first unicorn VNG delays IPO plan
VNG is the first Vietnamese company ever to achieve unicorn status, with a valuation of more than $1 billion. The gaming industry leader in Vietnam has not taken any actions after...
Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business...
Tuesday 28 September 2021
Samsung: A sworn enemy of Taiwan firms?
Is Samsung a sworn enemy of Taiwanese businessmen? From the wafer foundry point of view, the answer is perhaps "yes." From the perspectives of other products, then it needs to be...
Monday 27 September 2021
Samsung: Real foundry competitor could be Intel
Answering calls from the US government to take back control of the supply chain, Intel is seeking to partner with Qualcomm and Amazon in a bid to reshape the wafer foundry industry...
Friday 24 September 2021
Samsung: Seeking better customer structure and node process breakthroughs
TSMC, Intel and Samsung continue to compete for the leadership in more advanced technologies beyond 7nm node. Samsung has already foretold that it will mass produce for 4nm technology...
Thursday 23 September 2021
Samsung: Uphill battle in foundry business?
According to market research reports, the global wafer foundry market size was about US$82 billion in 2020, with TSMC having a 55% global market share, and Samsung taking only 15%...
Wednesday 22 September 2021
Samsung and Korea: Wolves of the North
Since the 1970s, Taiwan and South Korea have been parallelly developing semiconductor and new-geneation IT industries. The national conditions and industrial strength of the two countries...
Wednesday 8 September 2021
IC analyzer MA-tek sees robust orders for AI chips, 3rd-gen semiconductors
IC analysis and certification lab Material Analysis Technology (MA-tek) has enjoyed a strong influx of MA (materials analysis) and FA (failure analysis) orders for AI chips and third-generation...
Wednesday 8 September 2021
UCaaS poised to change communications landscape, says Digitimes Research
Remote communication has become a norm as a result of the COVID-19 pandemic, creating business opportunities for cloud-based Unified Communications as a Service (UCaaS) video conferencing...
Tuesday 7 September 2021
Industry research (9): What makes a good industry analyst?
A good industry analyst has a good command of foreign languages, is dedicated, passionate, confident, humble, honest, and has to look like an analyst.
Tuesday 31 August 2021
Industry research (4): Analysis is very different from analytics
Analytics is essentially different from analysis: Analysis is work that analyzes things based on historical data; analytics is a forward-looking inference from given data.
Friday 27 August 2021
MA-tek, MSScorps enjoy robust demand from TSMC
Material Analysis Technology (MA-tek) and Material Science Service (MSScorps), two Taiwan-based IC analysis and inspection labs, have both enjoyed a ramp-up in demand for sub-7nm...
Friday 27 August 2021
Industry research (2): Raw data is core
People who don't get used to spending time looking for information are less likely to understand the expertise and cost of organizing the primary material of raw data. Many people...
Thursday 26 August 2021
GaN, SiC devices in growing demand, benefiting material analysis labs
As the application market for third-generation semiconductors GaN and SiC devices is on track for rapid expansion, international IDMs including Cree, Infineon, SMT Microelectronics...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
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