CONNECT WITH US
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
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing he would not seek re-election and would support Vice President Kamala Harris as the Democratic candidate
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces today also reflect the inconvenient truth: everyone sees the benefit of market competition by having Intel compete with TSMC in providing foundry services, but are they truly competing
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's production capacities in its Arizona fab will gain some peace of mind amid uncertainties of a renewed tariff war threatened by Donald Trump
Colder Products Company
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