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Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters. In the quarter, the Device Solutions (DS) division, primarily dedicated to semiconductors, had a profit of approximately US$1.6 billion
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes will ultimately be driven by the choice of the market and customers. The Chinese market is simply too big to ignore
Monday 15 April 2024
Veolia offers solutions to meet semiconductor industry's needs for sustainability
As many countries are building up their semiconductor supply chains, Veolia Water Technologies, a global leader specializing in water treatment technologies and services, is seeing opportunities in the industry's need for water and energy efficiency while required to meet individual companies' carbon-neutral targets
Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions, should they eventually choose to go on strike, will become Samsung's first largest collective action in the 55 years since its founding
Thursday 11 April 2024
Research Insight: TSMC's investment in US will bear fruits
DIGITIMES Research analyzed the US CHIPS Act grant program for TSMC and found that although TSMC received US$6.6 billion compared to Intel's US$8.5 billion, the US government still provided beneficial conditions to TSMC
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16
Monday 8 April 2024
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen
Monday 8 April 2024
Why do quake-ridden Taiwan and Japan thrive in semiconductor industry?
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of semiconductor supply chains in Asia
Monday 8 April 2024
Apple wants Google and Baidu to join its AI odyssey
"Does it surpass GPT-4?
Wednesday 3 April 2024
Red Jackal over Taiwan: Geosat CEO clears the air on drone scandal
Geosat's CEO Max Lo talks to DIGITIMES Asia about the Jackal controversy, cooperation with NATO, and why Hong Kong films are getting rubbish
Wednesday 3 April 2024
AI, EVs, satellite communications to boost Taiwanese PCB industry this year; review of 2023
The output value of Taiwan's PCB industry is anticipated to be propelled by emerging market applications, such as AI servers, EVs, and satellite communications this year
Tuesday 2 April 2024
Did Huawei achieve smartphone win at the expense of SMIC?
Is Huawei building its smartphone victory at the cost of SMIC's advanced chip manufacturing capacities
Friday 29 March 2024
Strong international presence felt at 2024 Smart City Summit & Expo
The 2024 Smart City Summit & Expo (SCSE)/Net Zero City Expo recently concluded
Wednesday 27 March 2024
Years after leading antitrust case against Qualcomm, Apple now on the receiving end
Apple has recently found itself in an antitrust predicament, as the US Department of Justice (DOJ), alongside 15 state courts and D.C., filed a joint lawsuit against Apple
Next-Gen Retail Revolution: The Power of Edge AI and Cloud Surveillance
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