As we enter the era of artificial intelligence, major companies such as Nvidia, Microsoft, Apple, AWS, and Tesla are seizing vast resources, aiming for market dominance. However, as long as the market remains stable, two types of companies will still profit within the global technology industry

TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen Huang highlighted that data centers will evolve into next-generation computing units, forming a virtualized network for AI computation

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

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

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

Meta's XR division, Reality Labs, remains unprofitable despite revenue growth, with Quest 3 sales driving a 30% increase in the first quarter and 28% in the second quarter of 2024 over 2023. These gains were offset by high operating expenses, leading to a US$4.5 billion loss in the second quarter alone

Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma

With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for their stances on Taiwan's semiconductor industry. Interest surged following Trump's controversial July 2024 interview, where he accused Taiwan of "taking away" US chip business and suggested Taiwan would need to pay for US protection

From the 14nm generation to the present, Samsung's attempts to capture Apple's orders have often been thwarted. Since the launch of Apple's A10 Fusion chip in 2016, TSMC has monopolized major contract manufacturing deals while Samsung has continued to face setbacks

Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's ability to articulate a clear path forward

Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to DIGITIMES Research

DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips

As the US presidential election approaches, Republican candidate Donald Trump and running mate JD Vance have expressed markedly different views on Taiwan's semiconductor industry, sparking debate within the tech sector

According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024, with Google's market share expected to grow to 74%

On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C. Wei quipped that it took him 26 years to finally stand at the podium