CONNECT WITH US
NEWS TAGGED COMMENTARY
Thursday 9 January 2025
Nvidia's surprise alliance with MediaTek shakes up supercomputer sector
MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspira...
Tuesday 7 January 2025
Intel's struggles could boost Micron's prospects
Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast,...
Monday 6 January 2025
Reality check looms: Xiaomi joins China's AI model race amid market shakeout
After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their...
Monday 6 January 2025
Japan's challenges in advanced semiconductor manufacturing
Unlike Europe's Dark Ages, Japan's semiconductor industry has maintained its strength throughout its history. Japan dominates the semiconductor materials industry and holds one-third...
Thursday 2 January 2025
Nissan and Honda weigh domestic merger against foreign investment
Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests...
Friday 27 December 2024
Trump-Musk rift looms over China
Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative...
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation...
Thursday 19 December 2024
2nm race heats up: Japan enters as Samsung, Intel scramble against TSMC
The competition for advanced logic processes at the 2-nanometer level will enter its production phase in 2025. Following their absence in the 5nm and 3nm generations, both Intel and...
Tuesday 17 December 2024
Smart glasses poised for mainstream adoption amidst evolving tech and consumer demands
The evolution of smart glasses has been marked by challenges and learning experiences that continue to shape the landscape of this innovative technology. From the initial hype surrounding...
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
Friday 13 December 2024
Semiconductor shifts: why DRAM and mature logic processes face structural changes
Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share...
Thursday 12 December 2024
Intel, Microchip cases expose CHIPS Act challenges
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with...
Wednesday 11 December 2024
US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Monday 9 December 2024
Will Trump's protectionism succeed despite harming others without benefiting?
Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25%...