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NEWS TAGGED EDITORIAL
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
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...
Friday 24 May 2024
AI becomes the key to new paradigm shifts and how TSMC responds to new era
Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase...
Thursday 23 May 2024
What are the functions AI smartphones will emphasize?
AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how...
Monday 20 May 2024
From Cloud to Edge, hybrid AI model is taking shape
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge"...
Friday 17 May 2024
Generative AI is transforming the game 'from cloud to edge'
The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend.
Thursday 16 May 2024
Hardware supply chain's pivotal value recognized in Nvidia's strategies
To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured...
Wednesday 15 May 2024
Artificial intelligence is bringing an epic change to our lives
From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence...
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for...
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Wednesday 13 March 2024
Air cargo capacity shortage could be supply chain breaking point
The shipping industry, passenger or cargo, has slowly recovered to pre-COVID-19 levels. It is worth noting that since air cargo capacities were booked up by e-commerce demand, failing...
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
CHT
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