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Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Thursday 31 October 2024
Second place foundry stakes: Samsung and Intel seek strategic overhaul under TSMC's shadow
Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's...
Thursday 31 October 2024
Samsung, SK Hynix, Intel put packaging at the heart of future innovation
At SEDEX 2024 in Seoul, Samsung Electronics, SK Hynix, and Intel showcased advanced packaging technologies as essential for future semiconductor innovations. With a focus on AI and...
Wednesday 30 October 2024
Intel foundry: to split or not? Insights from Gelsinger and insiders
In March 2022, Intel CEO Pat Gelsinger was a guest at President Biden's State of the Union address, highlighting Intel's pivotal role in revitalizing semiconductor manufacturing in...
Wednesday 30 October 2024
Samsung set to introduce high-NA EUV equipment by early 2025
Samsung Electronics is reportedly preparing to introduce its first High-NA EUV (extreme ultraviolet lithography) equipment in early 2025, signaling a major advancement for the South...
Wednesday 30 October 2024
TSMC faces the localization test amid globalization's waning influence
On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C...
Wednesday 30 October 2024
Qualcomm-Arm dispute threatens supply chain stability
Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains...
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...
Tuesday 29 October 2024
MiTAC-Synnex chair Matthew Miau reflects on 50 years of innovation, K.T. Li's legacy, and Taiwan's AI opportunities
Taiwan stands at a pivotal moment in the AI revolution. Having established itself as a leader in AI hardware manufacturing, Taiwan will also have a chance to lead in the next wave...
Monday 28 October 2024
Can Intel and Samsung unite to challenge TSMC's foundry throne?
South Korea's Maeil Business Newspaper recently reported that Intel CEO Pat Gelsinger is seeking a face-to-face meeting with Samsung Electronics Chairman Jae-yong Lee to...
Monday 28 October 2024
Intel expands Chengdu facility with new server chip packaging and testing services
Intel announced plans to expand its Chengdu, Sichuan facility on October 28 to offer server chip packaging services. This expansion leverages the site's existing operations to address...
Monday 28 October 2024
Unlikely allies: why Samsung is expected to decline Intel's proposed foundry partnership
Recent reports from South Korean media indicate that Intel is in talks with Samsung Electronics to explore potential collaboration in foundry services and resource sharing. However,...
Monday 28 October 2024
Weekly news roundup: Micron, Intel, Tesla hit by China's national security measures; SiC prices plunge as Chinese capacity soars
These are the most-read DIGITIMES Asia stories in the week of October 21 - October 25.
Holtek
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