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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...
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial...
Wednesday 29 May 2024
European carmakers rely on cross-continental partnerships to compete in low-priced EV race
The competition of EUR20,000 (US$21,750) EV has mobilized the European automotive supply chain. Local automakers tend to collaborate with partners to gain a foothold in the sector...
Wednesday 29 May 2024
Malaysia to attract US$107 billion of semiconductor investments
Amid the global shifts in the chip industry, Malaysia is promoting its neutrality, non-alignment, and established IC backend industry as key advantages to advance and build a more...
Tuesday 28 May 2024
Lenovo's AI PCs aim for global edge amid rising competition
As the spotlight on AI-powered PCs intensifies and market competition heats up, Lenovo Executive Vice President Luca Rossi reveals the company's strategic move to offer differentiated...
Thursday 23 May 2024
Seven hours in Geneva hotel highlights US-China struggle on AI
For seven hours at a Geneva hotel earlier this month, top US and Chinese officials locked into talks on collectively managing their biggest fears around artificial intelligence —...
Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Tuesday 21 May 2024
Samsung foundry zooms on 'Nemo' in its competition with TSMC
Many in the South Korean industry believe that with TSMC, the leading semiconductor foundry, facing increasing risks from earthquakes in Taiwan and unstable cross-strait relations,...
Monday 20 May 2024
Challenges for AI PCs are just about to start
Barring any unexpected developments, AI PCs are expected to be the central focus of COMPUTEX 2024. It will also set off the first wave of competition in AI end-user products in 202...
Friday 17 May 2024
Streaming market sees new competition rising as Disney joins forces with Warner
The global Over-The-Top (OTT) streaming market competition is intensifying.
Friday 17 May 2024
IPC makers to take AI competition to the edge
According to Industrial PC (IPC) maker Aaeon, edge computing will be the main battleground in the IPC industry as AI adoption grows. However, product design must go hand in hand with...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Tuesday 14 May 2024
Taiwan announces IC Taiwan Grand Challenge Competition to attract innovative teams and talent
Taiwan's National Science and Technology Council (NSTC) announced the launch of the "IC Taiwan Grand Challenge" on May 14 to attract global IC-related teams to Taiwan to propose research,...
Tuesday 14 May 2024
Samsung said to skip 300+ layers and directly target 400+ to reclaim 3D NAND leadership
With the rise of Artificial Intelligence (AI), the NAND flash market is experiencing significant growth. This has reignited the competition between Samsung Electronics and SK Hynix...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research