CONNECT WITH US
Monday 16 September 2024
Commentary: Implications of Panram's large layoff
Panram International, a memory module contract manufacturer, has announced the layoff of approximately half its employees. The primary cause is the cancellation of OEM orders from a major client, potentially signaling a depressed memory market in 2024 and significant changes in the traditional industrial division of labor
Thursday 12 September 2024
Tackling memory coherence in AI: How chip supply chain is thinking ahead
In artificial intelligence (AI), especially within deep learning and large-scale data processing, maintaining memory coherence is critical. AI models often rely on extensive parallel processing, where different parts of the model or separate data batches are processed simultaneously by multiple processors
Wednesday 11 September 2024
A storm is coming to European EV businesses
The European electric vehicle (EV) industry will encounter numerous obstacles in 2025, potentially leading to catastrophic development and introducing new disruptions to the European automotive supply chain, which is undergoing significant rectifications. There are four factors anticipated to cause significant interference, according to industry observers
Thursday 5 September 2024
Cobalt recycling gains attention amid speculation on export restrictions
Cobalt is essential for producing lithium-ion batteries and is extensively used in electric vehicles, computers, and smartphones. As demand for electric vehicles rises, global cobalt demand is projected to quadruple
Thursday 5 September 2024
SMIC and Intel diverge as geopolitical risks boost SMIC while Intel sees limited gains
Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also emphasizes local chip manufacturing, is poised to reap the rewards of its past investments
Wednesday 4 September 2024
Intel's survival struggle: Implications for TSMC and the semiconductor industry
Six months ago, Intel CEO Pat Gelsinger introduced an ambitious "moonshot" initiative to match semiconductor manufacturing capacities in Europe and the US with those in Asia by 2030. This plan aims to achieve a balanced global distribution of semiconductor production, but realizing this vision now appears increasingly difficult
Wednesday 4 September 2024
Canada's role in AI and semiconductor innovation is not to be underestimated
Canada is poised to play a crucial role in advancing artificial intelligence (AI) technologies in the coming years. As the country holds vital solutions to overcome various industry challenges, its significance is steadily growing. Recently, Eric Schmidt, former CEO of Google, drew media attention during a lecture at Stanford, where he stated that Canada should be a key partner for the United States in meeting the escalating energy demands of AI. However, energy is just one facet of Canada's success story in the AI landscape
Tuesday 3 September 2024
Speculation grows on HiSilicon's production capacity amid SMIC's evolving revenue trends
Huawei's HiSilicon Full-Connection Conference is scheduled for September 9 in Shenzhen, just one day before Apple's annual iPhone launch event. While the timing's intent remains unclear, Huawei has emphasized the inaugural nature of the conference, fueling speculation about its significance
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI applications
Tuesday 27 August 2024
Intel slashes marketing budget as AMD presses for market shift
Intel's Sales and Marketing Group (SMG) reportedly plans to streamline its workforce and reduce marketing expenses, aiming to cut costs by over 35% by the end of 2024
Wednesday 21 August 2024
How Taiwan attracts foreign students to strengthen its semiconductor leadership
Since 2012, Taiwan's integrated circuit (IC) industry has experienced positive growth for 11 consecutive years. Since 2014, it has officially surpassed the petroleum, coal products, and chemical raw materials industries to become the leading sector in manufacturing
Wednesday 21 August 2024
Intel in tight spot with no news on progress in Germany
Having received a subsidy of EUR10 billion (US$11 billion) from the German government to complete construction and start production within three years, what is the newest progress on Intel's Magdeburg fab factory
Wednesday 21 August 2024
Harnessing photons as the next frontier in information technology
There are four fundamental forces in nature, ranked from strongest to weakest: strong interactions, electromagnetic interactions, weak interactions, and gravity. While nuclear energy is associated with strong interaction, the advancements of 20th and 21st-century civilization have largely been driven by applications of electromagnetic interaction
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market value now stands at under US$90 billion, less than half of AMD's and nearly 30 times smaller than Nvidia's
Friday 16 August 2024
What Pat Gelsinger can learn from TSMC's last layoff during financial crisis?
In his 42 months as CEO of Intel, Pat Gelsinger recently issued an internal memo announcing layoffs, sharply criticizing Intel's deep-seated issues. He stated that Intel's "costs are too high, profits too low, and the company is mired in bureaucracy," emphasizing that this move is necessary to transform Intel into a leaner, simpler, and more agile company
Holtek
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