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NEWS TAGGED COMMENTARY
Wednesday 14 February 2024
In the AI-powered ecosystem wars, IC is king-maker
Cutting through the noise generated by the rise of AI, IC design firms are still the main drivers of core-related technologies.
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
Tuesday 6 February 2024
Japan's semiconductor renaissance (2): advanced packaging and materials
The Japanese government's efforts to attract foreign semiconductor investment have been very effective, with almost every major international semiconductor manufacturer responding...
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Monday 29 January 2024
Tesla, Apple Car sees crisis and opportunity simultaneously
Apple was reported to be downgrading its vehicle autonomy before Tesla released the financial results that did not meet market expectations. The two US-based EV makers have experienced...
Monday 29 January 2024
Japan's semiconductor renaissance (1): manufacturing and equipment
In the second half of the 1990s, Samsung Electronics came to the forefront of Dataquest's DRAM manufacturer rankings. NEC and Toshiba were in second and third place, and other Japanese...
Monday 29 January 2024
Research Insight: UMC's alliance with Intel starts new chapter in foundry competition
Intel and UMC's announcement to work together in developing 12nm processes has been lauded as a creative move. DIGITIMES Research believes that because of the complementary nature...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Monday 22 January 2024
Micron, Samsung, and SK Hynix vie for HBM dominance in AI era
The emergence of generative AI has made high-bandwidth memory (HBM) a bonanza, which helped the memory industry recover from huge losses due to inventory corrections in 2023.
Friday 19 January 2024
Who missed out on golden timing to capture AI opportunities with TSMC?
With TSMC's Kumamoto fab progressing more smoothly than expected and market rumors even speculating about TSMC's second and third fabs in Japan, people wonder whether TSMC will shift...
Wednesday 17 January 2024
2024 global election year risks: cross-strait tension, rare metal trade war
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December...
Tuesday 16 January 2024
Semiconductors opportunities in emerging markets
India is bound to be a strategic partner for the United States in terms of demographics, domestic market, software talents, and national strategy.
Monday 15 January 2024
CES 2024 review: automotive solutions remain highlights
While legacy carmakers like Toyota, Ford, and Tesla did not join the CES 2024, many luxury automakers and startups showcased their new EV models or even flying cars at the trade show...
Monday 15 January 2024
CES 2024 observation: Will AI PC take off from just a new Copilot key?
The CES event at the start of every year is seen as a place where trends in the tech sector can be observed. At CES 2024, we witnessed AI PCs emerge as a common theme, signaling that...