In today's digital economy, the development of national-level computing power has become an important measure of global competitiveness. Computing power, as a pillar of digital infrastructure, permeates various fields such as national defense, economic growth, and scientific advancement
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 teams can execute cost-cutting strategies
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, it appears that Samsung is unlikely to agree to this collaboration, despite the promised benefits
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze Memory Technologies, and NIO gathered in Shanghai Pudong. The event, themed "Breaking Through the Chip Era," saw collective discussions on hot topics regarding the development of China's semiconductor industry. This conference stands as one of the most renowned international semiconductor summits in recent years
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously reducing its reliance on the world through self-sufficiency. The theme of "trust" emerged repeatedly as a crucial element in countering China's tactics, yet the proposed approaches predominantly focused on supply-side solutions
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's important to note that equipment is just one aspect of China's efforts to advance its chipmaking capabilities
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International Semiconductor Corporation (VIS), which is counterintuitive. Why would TSMC increase investment in a mature-node semiconductor foundry, when China's mature-node chips are facing an oversupply
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger, his activity on the social platform X (formerly Twitter) has been notable
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated major manufacturers, including BYD, to establish local facilities
The rapid development of the global generative AI market is driving unprecedented transformation in the semiconductor industry. DIGITIMES Research's latest AI Chips Special Report highlights that generative AI models' training and inference rely heavily on substantial computing resources, making AI chips a focal point
The market size of AI applications for healthcare was US$19.2 billion in 2023, and DIGITIMES Research estimates that the market will grow at a compound annual growth rate (CAGR) of 35.8% to reach US$159.7 billion in 2030. Taiwan's AI healthcare market was NT$360 million (US$11.32 million) in 2023 and is expected to grow at a CAGR of 17.3% to reach NT$1.12 billion in 2030, according to DIGITIMES Research's latest report covering the AI healthcare market