CONNECT WITH US
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025. Furthermore, Google will acquire non-exclusive licensing rights to HTC's XR intellectual property for a sum of US$250 million
LATEST STORIES
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote work, have propelled tech giants to unprecedented heights. Currently, nine tech companies have achieved market valuations exceeding US$1 trillion. Including TSMC, these companies command a combined market value of US$18 trillion, demonstrating the concentrated wealth accumulation among select tech giants. This concentration of capital has created opportunities for companies within their supply chains to capture value
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid, it generally encompasses nodes of 15nm and above that Chinese manufacturers can produce, though some definitions extend to 7nm
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between Chinese and Taiwanese companies. Luxshare, now third in revenue, stands out for maintaining its margins amid rapid sales growth. This achievement goes beyond government subsidies, showcasing the company's bold ambition and strategic approach to navigating complex challenges in a competitive market
Wednesday 29 January 2025
2D FET gaining attention for overcoming challenges in logic chip miniaturization
During the keynote speech at the IEEE International Electron Devices Meeting (IEDM) held at the end of 2024, 2D Field Effect Transistors (2D FET) and carbon nanotubes were mentioned as potential future technologies for logic ICs
Tuesday 28 January 2025
EMS Watch: insights on the ranking shifts of the EMS sector
In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that "the bigger, the stronger" seems to be the prevailing trend, crucial insights lie beneath the headline figures
Tuesday 28 January 2025
Simeon Denis Poisson's work in probability theory underpins modern AI and machine learning applications
The Poisson distribution is widely used in artificial intelligence (AI) and machine learning. In Bayesian inference, probability distributions often help solve problems that would otherwise be difficult to address. A specific application is Poisson regression, a type of regression analysis designed for modeling count data. For instance, Poisson regression can be used to estimate the frequency of catching a cold after flying or predict the number of emergency service calls during an event
Monday 20 January 2025
China condemns Biden's final chip restrictions as 'irrational'
Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking effect just ahead of the Chinese Spring Festival
Friday 17 January 2025
The era of 'subtraction': Q&A with HCMF Group executive director Jeffrey Hsi
Taiwan-based HCMF Group, a long-standing supplier of automotive parts and systems to global Tier 1 OEMs, operates nearly 30 sales, manufacturing, and R&D facilities worldwide. The company provides comprehensive automotive electromechanical system solutions and recently showcased its cross-industry collaborations at CES 2025. Partners such as AUO, AGC, Inventec, TMY Technology, BenQ Materials, and Kinpo Group contributed to HCMF's efforts to redefine intelligent mobility through groundbreaking innovations and seamless integration capabilities
Tuesday 14 January 2025
At CES 2025, AI takes center stage as automotive companies showcase cutting-edge advancements
CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers
Monday 13 January 2025
Chinese firms avoid US sanctions through legal appeals
Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions
Thursday 9 January 2025
US targets Tencent: in-depth look at WeChat's future and Apple's China dilemma
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates
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 aspirations
Tuesday 7 January 2025
Sam Altman's reflections on OpenAI: optimism, oversight, and unaddressed risks
OpenAI CEO Sam Altman recently posted a reflection on the second anniversary of ChatGPT, summarizing the past years as "the most rewarding, fun, best, interesting, exhausting, stressful, and—particularly for the last two—unpleasant" years of his life. However, if one reads between the lines, Altman's reflections reveal some unsettling insights
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, Micron CEO Sanjay Mehrotra has taken a more measured approach to investing in US manufacturing facilities, ensuring the company maintains its financial health without overcommitting under the banner of "Made in America.
Monday 6 January 2025
The Kumamoto model's potential: ex-MITI official urges Japan-Taiwan-US chip alliance
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government official, in a recent interview with DIGITIMES. The discussion took place in Taipei with DIGITIMES President Colley Hwang, where they explored opportunities and challenges in global semiconductor supply chain collaboration