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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
LATEST STORIES
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
Thursday 15 August 2024
Cost and reliability hinder US push to replace DJI drones
The US Senate has ultimately decided to delay a ban on Chinese drone manufacturer DJI from the National Defense Authorization Act (NDAA)
Wednesday 14 August 2024
Why Intel has also struggled to manufacture chips in Arizona
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project being announced four years ago
Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing in the display industry. Yang notes that while a-Si will remain the mainstream technology for automotive displays for the next five years, the market share of other non-a-Si displays will all grow
Friday 9 August 2024
Can Pat Gelsinger inherit Andy Grove's culture and lead Intel to a revival?
Intel, once a titan of innovation in the tech world, now faces significant challenges in a fiercely competitive semiconductor market
Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models will be phased out, while the B200A will be launched as a degraded version. The B200 and GB200 releases will reportedly be postponed by one quarter
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming leadership in the semiconductor industry
Friday 2 August 2024
Geopolitics prompts IQE to step up global deployment
Compound semiconductor epitaxial wafer (epi-wafer) manufacturer IQE is swiftly adjusting its global strategy by expanding outside its UK base in response to geopolitical volatility and supply chain restructuring. The company has also applied for government subsidies in the US and EU to increase its gallium nitride (GaN) capacity
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few executive orders and appointments, and these alterations can have major impacts on tech companies
Tuesday 30 July 2024
Geared up for AI computing power boom: Q&A with Foxlink chairman TC Gou
Component manufacturers, such as Taiwan-based Cheng Uei Precision Industry (Foxlink), are evolving and upgrading their operations to encompass a broader range of products and industries, aiming to secure a foothold in emerging sectors. This is in response to rapid changes in the industrial environment and increasing market competition
Research Report Database
Summary of Tech Supply Chain News!
AIoT
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
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research