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Monday 6 January 2025
Japan's challenges in advanced semiconductor manufacturing
Unlike Europe's Dark Ages, Japan's semiconductor industry has maintained its strength throughout its history. Japan dominates the semiconductor materials industry and holds one-third of the semiconductor equipment market. The country continues to maintain a significant position in NAND Flash, power devices, automotive semiconductors, and CMOS image sensors
Thursday 2 January 2025
Nissan and Honda weigh domestic merger against foreign investment
Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests the Honda-Nissan merger talks aim to prevent Foxconn from gaining involvement with Nissan, past acquisitions involving Japanese corporations have yielded mixed results, potentially influencing the outcome of this proposed merger
Thursday 2 January 2025
Heading to next golden decade: Q&A with Innolux chairman and CEO Jim Hung
The global display panel industry is currently experiencing a significant turning point as production lines transition into a phase of replacement and adjustment. Has the closure of outdated factories become a "necessary pain" for the display industry to transition toward transformation and upgrading
Tuesday 31 December 2024
Foxconn's succession model: interview with Chairman Young Liu–Part II, a DIGITIMES exclusive
Building on the prior exploration of Foxconn's management philosophy and the advantages of its new policies, this DIGITIMES feature delves into the company's growth trajectory, the hurdles encountered by Chairman Young Liu, and his forward-looking strategies to overcome them
Tuesday 31 December 2024
Foxconn's succession model: interview with Chairman Young Liu–Part I, a DIGITIMES exclusive
Since taking over as Foxconn chairman in 2019, Young Liu has steered the company through a series of global challenges, including the pandemic, supply chain disruptions, evolving US-China relations, and geopolitical shifts. Under his leadership, Foxconn has emphasized sustainability alongside financial performance, integrating EPS with ESG principles. These decisions are driving the company's ongoing transformation and positioning it for long-term growth
Friday 27 December 2024
Trump-Musk rift looms over China
Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative efficiency and infrastructure development, may face new challenges. With Trump set to retake office in January 2025, the potential policy differences regarding China between these two influential figures remain a critical question
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation of a Section 301 investigation into China's mature process technologies. This measure can be viewed as a two-pronged strategy, combining cutting-edge technology restrictions with tariffs aimed at mass production of mature technologies, thereby delivering a "double strike" against China
Thursday 19 December 2024
2nm race heats up: Japan enters as Samsung, Intel scramble against TSMC
The competition for advanced logic processes at the 2-nanometer level will enter its production phase in 2025. Following their absence in the 5nm and 3nm generations, both Intel and Japanese foundry operator Rapidus are positioning themselves in a transformed landscape dominated by TSMC and Samsung Foundry
Tuesday 17 December 2024
Smart glasses poised for mainstream adoption amidst evolving tech and consumer demands
The evolution of smart glasses has been marked by challenges and learning experiences that continue to shape the landscape of this innovative technology. From the initial hype surrounding Google Glass, which dwindled under privacy concerns and a lack of practical uses, to the ongoing developments by Microsoft with HoloLens and Magic Leap, the journey has highlighted crucial lessons in blending technology with consumer needs
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal management market, industry analysts say
Monday 16 December 2024
South Korea's FuriosaAI takes on global AI chip race with 'RNGD'
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises. In August 2024, the startup unveiled its advanced AI chip, "RNGD." The chip is positioned to challenge industry leaders such as Nvidia with a 100% power efficiency advantage over Nvidia's H100 GPUs and competitive performance metrics. Furthermore, it recently gained attention for its testing and sampling progress with global enterprises like LG AI Research and Aramco
Monday 16 December 2024
With launch of DORA, tech industry must accelerate preparations, says Broadcom's global privacy officer
As AI and big data technologies gradually rise, the privacy and security of personal data have become a significant focus for regulatory organizations and businesses. Following the European Union's (EU) introduction of the latest Digital Operational Resilience Act (DORA), companies interacting with global and EU markets may face substantial impacts
Friday 13 December 2024
Semiconductor shifts: why DRAM and mature logic processes face structural changes
Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share common drivers of transformation
Thursday 12 December 2024
Intel, Microchip cases expose CHIPS Act challenges
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with incentive agreements and investment plans, their experiences underscore the Act's challenging and complex implementation process
Wednesday 11 December 2024
US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses' operations in China