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NEWS TAGGED ANALYSIS
Thursday 15 July 2021
Development of on-device AI chips for smart speakers gaining momentum
The development of on-device AI chips for smart speaker applications is gaining momentum as brand vendors are incorporating those chips into their speaker products to improve related...
Thursday 15 July 2021
TSMC dossier (6): Possible ways to defeat the world's top foundry house
I tried to work out some scenarios where TSMC could be defeated, the first being throwing in it into a state of panic. The semiconductor fabrication industry is highly connected with...
Wednesday 14 July 2021
TSMC dossier (5): The winning formula
TSMC's capital expenditure exceeded US$10 billion for the first time in 2016. If TSMC further increases its capex and it drives investments into peripheral businesses and attracts...
Tuesday 13 July 2021
TSMC dossier (4): Technology contention among world-class leaders
Intel claims that TSMC's 7nm process is the equivalent of Intel's 10nm process. This may be true in terms of tech specs but Intel hasn't really outraced still TSMC. Samsung, on several...
Monday 12 July 2021
TSMC dossier (3): Tech leadership and aggressive investment
For the past few years, TSMC has consistently allocated around 8% of its revenue toward R&D. At the first glance, 8% may not seem like a large sum. However, TSMC generates a foundry...
Friday 9 July 2021
TSMC dossier (2): The 3 phases of transformation
Since its founding in 1987, TSMC has undergone three phases of development. The first phase saw it stress its position as a pure-play foundry. Like most other companies in Taiwan,...
Thursday 8 July 2021
SAIC has no intention to build cars with Huawei
As a top player in the car supply chain, Huawei has established partnerships with many Chinese carmakers. However, one of the biggest carmakers in China, SAIC Motor, has said it has...
Thursday 8 July 2021
TSMC dossier (1): 3 pillars to foundry's competitiveness - process technology, customer relationship and industry ecosystem
Mainstream media including Wall Street Journal and the CEO of TSMC's rival GlobalFoundries have all pointed out that having TSMC manufacture a majority of semiconductor chips...
Tuesday 6 July 2021
Notebook chip and component shortage to improve in 4Q21
The ongoing shortage of notebook-use chips, panels and other components is expected to improve substantially in the fourth quarter of 2021, according to Digitimes Research.
Tuesday 6 July 2021
US cable operators rely on MVNO to expand coverage
US cable operators Comcast, Charter, AT&T and Verizon have seen huge growth in users as remote learning and working are still dominant. Meanwhile, small and medium DSL Internet...
Tuesday 6 July 2021
AR to improve production efficiency
Smart manufacturing and remote collaboration have been in hot demand since the pandemic hit the manufacturing industry. Augmented reality (AR), for one, can be integrated into both...
Friday 2 July 2021
Taiwan-based makers' production in ASEAN and South Asia to extend beyond notebooks, handsets to EV
According to DIGITIMES' study on the data of publicly listed companies in the automotive and electronics industries, 95 out of the 100 largest firms are based in Japan, China, Taiwan...
Thursday 1 July 2021
Smart manufacturing to help ease labor, component shortages, says Foxconn vice chairman
Creating an AI-supported supply chain, combined with industrial Internet with automation systems, smart platforms and digital infrastructures, is becoming necessary for resolving...
Tuesday 29 June 2021
South Korea's handset industry is leading indicator of supply chain shift
In an effort to reduce costs and meet emerging markets' demand, Samsung has chosen to place two thirds of its global production capacity at 360 million phones near Hanoi, Vietnam...
Friday 25 June 2021
High ground of the supply chain: Japan and China
DIGITIMES has planned a series of special research projects, targeting the changes in the Asia market and supply chain. For the research, DIGITIMES has picked 100...