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NEWS TAGGED ANALYSIS
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Monday 20 November 2023
German reliance on 'special funds' highlights the challenge of sustainable investment
Following a November 15 decision from Germany's Federal Constitutional Court against the transferring of EUR60 billion - granted during the Covid-19 pandemic but unspent in fiscal...
Monday 20 November 2023
Recent activities of SMEE and CIOMP show EUV development efforts progressing in China
Chinese semiconductor equipment manufacturers are luring experts to develop their extreme ultraviolet (EUV) lithography equipment to decrease reliance on ASML EUVs, which was blocked...
Friday 17 November 2023
Taiwan IC industry production value projected to decline by 11% in 2023
Taiwan's Industrial Technology Research Institute (ITRI) recently unveiled its statistics for Taiwan's semiconductor industry, which includes IC design, IC manufacturing, IC packaging,...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Monday 13 November 2023
US chip giants reduce chip specs for China to circumvent ban, TSMC to benefit
Amid increased US restrictions on chip exports, major players like Nvidia and Intel are navigating challenges by offering lower-spec products to maintain their dominance in China.
Wednesday 8 November 2023
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected,...
Monday 30 October 2023
Strong advanced process manufacturing buoys MSScorps 3Q23 gross margin
IC analysis and inspection lab Material Science Service (MSScorps) has seen a surge in materials analysis demand from semiconductor customers who are actively pursuing advanced process...
Tuesday 24 October 2023
How to interpret China's investigations into Foxconn?
The Chinese state-owned media Global Times reported recently, citing sources, that the Chinese tax authorities have conducted audits of Foxconn Group in Guangdong and Jiangsu,...
Friday 20 October 2023
Can synchrotron radiation be used as lithography machine light source?
The light generated by synchrotron radiation is produced when charged particles are accelerated by an electric field, unlike lasers that generate coherent light using transitions...
Friday 13 October 2023
US's tentative restrictions on RISC-V will harm itself the most, instead of China
Bipartisan efforts in the US Congress are trying to push the Biden Administration to take action in restricting US individuals or companies from exporting RISC-V technologies to China...
Friday 13 October 2023
Easing US export controls won't reverse dwindling foreign capital in Chinese chip production
On October 9, the South Korean presidential office issued a statement stating that it had received notice from the United States that Samsung Electronics and SK Hynix's China-based...
Friday 13 October 2023
NeuinX seizes sports image analysis opportunities and secures CES 2023 innovation awards
With the aim of attaining outstanding results in competitions, a global trend of combining sports and technology has ensued. Various sensor components are being combined and utilized...
Friday 6 October 2023
How did Huawei design its Kirin 9000S chip without American EDA tools?
Huawei's success in having its self-developed SoC produced with 7nm technology by SMIC, China's largest wafer foundry service provider, stunned the world. Since Huawei is unable to...
Friday 6 October 2023
With AMD acquiring Xilinx, why is Intel willing to let go of Altera?
AMD CEO Lisa Su recently suggested that an "economic moat" has yet to form in the AI sector, hinting that Nvidia's leading...
Research Report Database
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