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NEWS TAGGED ANALYSIS
Monday 28 October 2024
Unlikely allies: why Samsung is expected to decline Intel's proposed foundry partnership
Recent reports from South Korean media indicate that Intel is in talks with Samsung Electronics to explore potential collaboration in foundry services and resource sharing. However,...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
How Foxconn's 800 annual NPI projects fuel its competitive edge
In the booming AI server market, fueled by increasing demand for AI-powered applications, Foxconn has emerged as a major player.
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Tuesday 8 October 2024
Trade barriers may accelerate Chinese automakers' expansion in Europe
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated...
Thursday 3 October 2024
Rapidus struggles to secure funding amidst 2nm chip ambitions
Rapidus, a Japanese semiconductor startup aiming to mass-produce 2nm chips by 2027, faces significant funding, technology, and market competitiveness challenges.
Thursday 3 October 2024
US bets on AI to develop sustainable materials, strengthen semiconductor leadership
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable...
Wednesday 2 October 2024
Taiwanese chip makers' cultural sensitivity put to the test in Japan
Cultural sensitivity has not always been a strength of Taiwanese businesses, potentially straining Taiwan-Japan relations as Taiwan's semiconductor ventures expand overseas without...
Tuesday 1 October 2024
Samsung's Vietnam dominance challenged by Chinese rivals
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Wednesday 18 September 2024
Intel's strategic transition: can new orders and cost cuts lead to a rebound?
Many still regard Intel as one of the greatest American companies. However, recent struggles have led to a less flattering label: "too big to fail." The critical question now is whether...
Thursday 12 September 2024
Tackling memory coherence in AI: How chip supply chain is thinking ahead
In artificial intelligence (AI), especially within deep learning and large-scale data processing, maintaining memory coherence is critical. AI models often rely on extensive parallel...
Thursday 5 September 2024
SMIC and Intel diverge as geopolitical risks boost SMIC while Intel sees limited gains
Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also...
Wednesday 4 September 2024
Intel's survival struggle: Implications for TSMC and the semiconductor industry
Six months ago, Intel CEO Pat Gelsinger introduced an ambitious "moonshot" initiative to match semiconductor manufacturing capacities in Europe and the US with those in Asia by 2030...
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI ap...