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Tuesday 31 December 2024
2024 review: China chip and auto sector reshaped by self-sufficiency efforts and US sanctions
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread...
Monday 30 December 2024
Tech giants outpacing startups? Hybrid and vertical applications emerge as niches for innovation
As tech giants expand their AI capabilities, concerns arise over the challenges startups might face. However, Seasalt.ai remains optimistic, believing there's still ample opportunity...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...
Monday 30 December 2024
Taiwan's network firms see tech-driven rebound in 2025 amid US-china trade dynamics
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical...
Monday 30 December 2024
OpenAI mulls plan for more conventional for-profit business
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company's structure that would create a more conventional money-making corporation alongside...
Monday 30 December 2024
LCD demand recovery boosts utilization rates, while OLED faces weak TV demand
Despite the rebound in LCD demand driving panel manufacturers' utilization rates, the weak demand for OLED TVs is expected to hinder improvements in utilization rates for OLED panel...
Friday 27 December 2024
Asus integrates AI applications with servers to drive digital healthcare transformation
The ongoing AI wave has created unique business opportunities for Taiwan, particularly in the AI server industry. However, merely offering servers is insufficient, and bundling them...
Friday 27 December 2024
Zettabyte partners with Foxconn to accelerate and enhance AI data center efficiency
Zettabyte has reinforced its strategic expansion by partnering with Foxconn, following its prior alliance with Wistron. This partnership is aligned with Zettabyte's financing initiatives...
Friday 27 December 2024
Broadcom CEO on AI investment frenzy: million-chip clusters on the horizon
Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the artificial intelligence (AI) market. CEO Hock Tan expressed confidence...
Friday 27 December 2024
South Korea passes AI Basic Act amid political turmoil
South Korea's parliament passed the "Act on the Development of Artificial Intelligence and Establishing a Trustworthy Foundation" (AI Basic Act) on December 26, 2024, establishing...
Friday 27 December 2024
Masayoshi Son's next great hope is taking Nvidia's AI crown
When Masayoshi Son made a surprise appearance at Mar-a-Lago alongside Donald Trump last week, the founder of Japan's SoftBank Group vowed to invest a stunning US$100 billion in the...
Friday 27 December 2024
Taiwan annual smartphone shipments hit 5 million as Android gains ground
As 2024 draws to a close, Taiwan's annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market,...