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NEWS TAGGED ANALYSIS
Thursday 28 December 2023
Free-space optics indispensable as Taiwan's satellite development gains a military dimension
With photonic integrated circuits, above all silicon photonics, seeing a wave of industry hype owing to their vast potential in the datacom and telecom applications, relevant suppliers...
Tuesday 26 December 2023
Rumored 3nm attempt by SMIC seen as a near-impossible task
China-based pure-play foundry SMIC reportedly dedicated an R&D team to make 3nm chips, with only DUV lithography equipment available as the US blocked its access to EUV machines...
Monday 25 December 2023
With resurgence of combustion vehicles, is the road to EVs still a one-way street?
The recent termination of electric vehicle (EV) subsidies in Germany, coupled with a global surge in inflation, rising prices, and interest rates, has presented a hurdle for EV sales...
Friday 22 December 2023
Chip industry navigating growth and challenges in the evolving industry landscape
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced...
Thursday 21 December 2023
Charting the next frontier of AI evolution
In 2023, the generative AI market is poised to generate approximately US$3.7 billion in total revenue (physical infrastructure not included), as highlighted in a recent report by...
Wednesday 20 December 2023
China's EV expertise, geopolitics to change industry dynamics
EVs are on track to gain momentum in the coming years. In 2023, a price war intensified the industry's competition. Geopolitics facilitated the localization of production. Multiple...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...
Monday 18 December 2023
2024 Outlook: Space, the next frontier for geopolitics
In the 21st century, geopolitical tensions between the United States and China have rekindled memories of the Cold War, particularly in space exploration.
Thursday 14 December 2023
COP28 in Dubai is over. How are chipmakers tackling carbon challenges ahead?
The COP28 climate summit has just wrapped up in Dubai, shedding light on two significant trends. The focus is on renewable energy, and the role of AI and machine learning in ESG and...
Wednesday 13 December 2023
Four countries in 7 days: Implication of Nvidia CEO Jensen Huang's Asia trips
Nvidia made headlines again with CEO Jensen Huang's Asia tour to Japan, Malaysia, Singapore, and Vietnam over the past week. Yet it takes a grander perspective to see the strategy...
Monday 11 December 2023
Evolution in consumer demand redefines development context of tech industry
With 2024 on the horizon, the tech industry will face new opportunities and challenges.
Wednesday 6 December 2023
Huawei's 5nm chip in L540 NB could be inventory made by TSMC before US ban
The latest report by Wccftech pointed out that Huawei's new notebook (NB) PC L540 is equipped with the 5nm Kirin 9006C, an SoC with 8 cores. Chinese media ITHome...
Wednesday 29 November 2023
Samsung expands into automotive chip market with an aim to surpass Micron by 2025
South Korean electronic giant Samsung Electronics has made significant progress since its foray into the automotive device market in 2015. Recent launches of various automotive ICs...
Monday 27 November 2023
Automotive electronics become key to survival for China's self-designed chips
Moore Silicon, a chip subsidiary of the Chinese state-owned electronics company TCL, is the latest dissolved in-house IC design team of a technology conglomerate in China after Oppo's...