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Friday 15 November 2024
Technological evolution in history
When consumer behavior changes, it can signify a critical moment for an industry's survival. However, some things remain indispensable
Thursday 14 November 2024
Industrial level digital twin plan: from AI factory to AI solution
"Quality" is the foundation of all manufacturing industries. Companies initiate product plans from their R&D departments, working collaboratively through production teams, suppliers, and customers to meet the Six Sigma requirements, ultimately aiming for "zero defects" when presenting products to consumers and users
Wednesday 13 November 2024
From the known to the unknown: Inside Zeiss's semiconductor journey
The semiconductor industry began in the early 1970s and is now the largest segment among Zeiss's four major divisions. Under President Andreas Pecher's arrangement, I met CTO Thomas Stammler at a factory producing semiconductor EUV equipment, along with Quanta's Vice President of Corporate Quality, JJ Wei
Monday 11 November 2024
Zeiss shifts to data, integrated services with optical technology at its core
Zeiss president Andreas Pecher asked me how DIGITIMES observes Zeiss. I replied that it could gradually transition from an R&D focus to application markets, striking an appropriate balance between measurement and inspection technologies
Friday 8 November 2024
TSMC's strategies to navigate as second Trump term looms
Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export controls against China and the foundry challenges faced by Samsung and Intel, risks related to geopolitics and market concentration have intensified. How can TSMC mitigate its operational risks during the upcoming presidential term
Thursday 7 November 2024
Observing Germany's top industry player Zeiss
I recently attended Zeiss's Quality Innovation Summit in Berlin, where I delivered a one-hour presentation titled "Reshaping Global ICT Supply Chain." Through arrangements made by the general manager of Zeiss Taiwan, PT Cheong, I met with three high-level decision-makers including Zeiss president Andreas Pecher and industrial quality solutions (IQS) head Marc Wawerla before my speech
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions
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 in Artificial Intelligence (AI) computing
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported US$106 billion, raking in US$25 billion in trade surplus. For Taiwan, when there is a trade deficit, it only amounts to a fraction of its foreign reserve, but that would be a heavy burden to South Korea, which is already shouldering US$663.6 billion in foreign debt
Colder Products Company
AIoT
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