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Friday 20 October 2023
Cambricon and Huawei forge divergent paths in AI chip development amid prolonged US blacklisting
The recent update to the US government's chip ban has raised concerns about its potential impact on Chinese chipmakers, particularly in the realm of high-performance computing (HPC)...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Friday 13 October 2023
Generative AI to drive silicon photonics CPO penetration in next-gen data center solutions
Generative AI has driven the demand for high-performance computing (HPC) and high-speed transmission, which in turn is adding development momentum to silicon photonics optical communication...
Thursday 12 October 2023
SiFive launches RISC-V HPC solutions for Generative AI and deep learning
SiFive, Inc., a pioneering force in RISC-V computing, has unveiled a pair of groundbreaking products to cater to the ever-growing demands of high-performance computing. The new SiFive...
Thursday 12 October 2023
OSATs to see AI chip demand fuel growth in 2024
Although major Taiwan-based OSATs experienced a decline in total revenue for 2023 through September, market sources state that they are gearing up for an anticipated rise in demand...
Wednesday 4 October 2023
Taiwan IC design houses to grab more market share in consumer sector
Taiwanese IC design firms are expected to increase their market share in consumer applications, as their European and American counterparts continue to withdraw from markets such...
Thursday 28 September 2023
TSMC talks about new 3Dblox 2.0, 3DFabric achievements
At the TSMC 2023 OIP Ecosystem Forum, TSMC announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform (OIP) 3DFabric Alliance. The 3Dblox 2.0...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Tuesday 12 September 2023
AI and HPC chips boost the verification and analysis business
Driven by the AI frenzy, high-performance computing (HPC) chips are becoming pivotal in the semiconductor landscape, spotlighting advanced packaging technologies like CoWoS. Heat...
Monday 11 September 2023
3D chiplets to steer the next advanced packaging trend
Advanced packaging and testing have become the hottest topics in the semiconductor industry in 2023, with TSMC's CoWoS packaging technology experiencing extremely high demand due...
Thursday 7 September 2023
Inaugural quantum forum at Semicon Taiwan highlights new tech apps, future development pathways
The inaugural Quantum Taiwan Forum, held on the opening day of SEMICON Taiwan 2023 running September 6–8 at the Taipei Nangang Exhibition Center, gathered experts from Fujitsu,...
Friday 18 August 2023
Advanced packaging becomes next battlefield for Intel and TSMC
The importance of advanced packaging to the continuation of Moore's Law has already attracted TSMC and Intel to the field.
Monday 31 July 2023
TSMC reportedly invited to set up CoWoS packaging capacity in US, Japan
In light of the severe shortage of CoWoS (chip-on-wafer-on-substrate) packaging capacity for AI GPUs now in hot demand, the US and Japan reportedly are aggressively re-inviting TSMC...
Thursday 27 July 2023
Will HMB add new variable to US-China semiconductor rivalry?
With the rapidly rising popularity of generative AI, high bandwidth memory (HBM) and graphics processing units (GPU) have become highly sought-after components. However, as the semiconductor...
Friday 21 July 2023
TSMC sales poised to rebound in 2024, sources believe
A surge in AI server chip demand cannot offset the overall slump in consumer electronics demand, causing TSMC to cut its revenue growth forecast for 2023 to a 10% drop. However, market...
Research Report Database
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