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Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025. Furthermore, Google will acquire non-exclusive licensing rights to HTC's XR intellectual property for a sum of US$250 million
Friday 24 January 2025
Global server shipments to see CAGR of 4% from 2024-2029, says DIGITIMES Research
Global server shipments are projected to grow at a compound annual growth rate (CAGR) of 4% from 2024 to 2029. However, in 2025, the recovery momentum for servers is expected to be suppressed due to an unstable macroeconomic environment, the new tariff policies implemented during Trump's administration, and ongoing US-China geopolitical competition. This will result in a low shipment growth rate of just 3.9% for the year, according to DIGITIMES
Friday 24 January 2025
US reduces AI regulatory oversight, shifts to industry self-regulation
In a sweeping policy shift, the Trump administration has repealed 78 executive orders from former President Joe Biden's administration, including crucial directives on AI development and safety protocols. This dramatic rollback has fueled speculation about the new administration's strategy to accelerate US-based AI companies' growth
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier, SK Hynix
Monday 20 January 2025
China condemns Biden's final chip restrictions as 'irrational'
Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking effect just ahead of the Chinese Spring Festival
Friday 17 January 2025
The era of 'subtraction': Q&A with HCMF Group executive director Jeffrey Hsi
Taiwan-based HCMF Group, a long-standing supplier of automotive parts and systems to global Tier 1 OEMs, operates nearly 30 sales, manufacturing, and R&D facilities worldwide. The company provides comprehensive automotive electromechanical system solutions and recently showcased its cross-industry collaborations at CES 2025. Partners such as AUO, AGC, Inventec, TMY Technology, BenQ Materials, and Kinpo Group contributed to HCMF's efforts to redefine intelligent mobility through groundbreaking innovations and seamless integration capabilities
Friday 17 January 2025
Trump's policy likely to increase US carbon emissions by 4 billion tons of CO2 equivalent, says DIGITIMES Research
The return of Donald Trump to power introduces substantial uncertainty in the progression of global climate change initiatives. An analysis by DIGITIMES Research delves into his energy policies, examining their impact on the green energy sector within the US and the broader global energy landscape. The publication projects the potential trajectory of the industry through the year 2025
Tuesday 14 January 2025
At CES 2025, AI takes center stage as automotive companies showcase cutting-edge advancements
CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers
Monday 13 January 2025
Chinese firms avoid US sanctions through legal appeals
Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions
Thursday 9 January 2025
US targets Tencent: in-depth look at WeChat's future and Apple's China dilemma
The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates
Thursday 9 January 2025
Nvidia's surprise alliance with MediaTek shakes up supercomputer sector
MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspirations
Tuesday 7 January 2025
Sam Altman's reflections on OpenAI: optimism, oversight, and unaddressed risks
OpenAI CEO Sam Altman recently posted a reflection on the second anniversary of ChatGPT, summarizing the past years as "the most rewarding, fun, best, interesting, exhausting, stressful, and—particularly for the last two—unpleasant" years of his life. However, if one reads between the lines, Altman's reflections reveal some unsettling insights
Tuesday 7 January 2025
Intel's struggles could boost Micron's prospects
Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast, Micron CEO Sanjay Mehrotra has taken a more measured approach to investing in US manufacturing facilities, ensuring the company maintains its financial health without overcommitting under the banner of "Made in America.
Monday 6 January 2025
The Kumamoto model's potential: ex-MITI official urges Japan-Taiwan-US chip alliance
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government official, in a recent interview with DIGITIMES. The discussion took place in Taipei with DIGITIMES President Colley Hwang, where they explored opportunities and challenges in global semiconductor supply chain collaboration
Monday 6 January 2025
Reality check looms: Xiaomi joins China's AI model race amid market shakeout
After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their business models and innovation strategies, anticipating intensified competition for survival by 2025