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Friday 27 September 2024
US DoD authorizes 83 domestic firms; Taiwan chipmakers target tier 2 supply chain orders
A list of "Accredited Suppliers" for semiconductor design, wafer foundry, packaging, and testing, among other services, was recently published by the Defense Microelectronics Activity...
Thursday 26 September 2024
Will Samsung follow in Intel's footsteps and spin off its wafer foundry business?
Intel is currently facing an unprecedented crisis and recently decided to spin off Intel Foundry (IF), hoping to revive its foundry business by adopting TSMC's "no competition with...
Thursday 26 September 2024
Qualcomm's Intel takeover seen as unlikely; speculation on Qualcomm's intentions arises
Rumors about Qualcomm's attempt to take over Intel have been intensifying, despite various sources suggesting that "everything is still in the early stages." The market remains highly...
Wednesday 25 September 2024
Likelihood of Qualcomm acquiring Intel
On September 20, news of Qualcomm's intentions to acquire Intel sent a shock wave through Silicon Valley and Wall Street.
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Intel's AI PC processor sees significant global adoption, emphasizing software ecosystem
Intel reports significant global adoption of its AI PC processor, highlighting its robust software ecosystem and hardware performance, including the recent Lunar Lake processor. CyberLink...
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Monday 23 September 2024
Intel spins off IFS as subsidiary to enhance financial transparency, secure funding
In February 2024, Intel began independently reporting revenue and profit data for Intel Foundry Services (IFS), distinguishing it from the main product division. This strategic move...
Monday 23 September 2024
Qualcomm's rumored Intel acquisition faces antitrust, financing, and other hurdles
As Intel strives to improve its financial performance, rumors of a potential acquisition by Qualcomm—likely a partial takeover—have surfaced. However, the success of such...
Friday 20 September 2024
Samsung unlikely to follow Intel's foundry spinoff initiative
Intel's ongoing foundry spinoff initiative presents both opportunities and risks, potentially serving as a critical reference for Samsung Electronics as it formulates future strategies...
Friday 20 September 2024
Intel Foundry splits into independent entity with own board; effectiveness remains uncertain
Intel CEO Pat Gelsinger has sent another internal memo to employees six weeks after the previous one. The theme this time is "the next phase of Intel's transformation." What exactly...
Friday 20 September 2024
Retimer vs. redriver: a battle in USB4 transmission technologies
USB4 adoption is rapidly gaining traction in the consumer electronics market, with PCs featuring AI functionality now coming equipped with multiple USB4 ports. For Taiwanese firms...
Thursday 19 September 2024
Intel Foundry spinoff improbable: 3 lessons from supply chain industry
Intel CEO Pat Gelsinger has unveiled the company's first major transformation strategy in over four decades, including the much-anticipated decision on whether Intel Foundry will...
Wednesday 18 September 2024
Intel's strategic transition: can new orders and cost cuts lead to a rebound?
Many still regard Intel as one of the greatest American companies. However, recent struggles have led to a less flattering label: "too big to fail." The critical question now is whether...
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