Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble,...
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...
As AI continues to permeate every facet of life, countries around the world are increasingly focused on the idea of "sovereign AI" and the growing notion of "technological sovereignty"...
The quest for machines to mirror human capabilities remains a distant horizon, but artificial intelligence (AI) is steadily eroding the gap. A robotics startup from a key East Asian...
Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's...
How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella...
At the end of February, I attended an exclusive "Breakthrough Technology Dialogue" in Singapore—a gathering of global tech elites. My aim was to capture the essence of the insights...
In the 1970s and 1980s, Taiwan's tech industry was on the cusp of a major breakthrough. DIGITIMES president Colley Hwang aptly described this era as one where "heroes always come...
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government...
Zeiss president Andreas Pecher asked me how DIGITIMES observes Zeiss. I replied that it could gradually transition from an R&D focus to application markets, striking an appropriate...
At the Security Summit organized by DIGITIMES on September 25, Herming Chiueh, deputy minister at the Ministry of Digital Affairs (MODA), highlighted the disparity in cybersecurity...
The electronics industry of the world and in Taiwan is at a crossroads, driven by geopolitical shifts and the ever-present need to diversify supply chains. Firms that once thrived...
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported...
