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NEWS TAGGED COMMENTARY
Thursday 17 August 2023
Intel foundry ambition hits a rock with Tower acquisition deal falling through
Failing to get approval from Chinese authorities for the US$5.4 billion deal to acquire Tower Semiconductor, Intel CEO Pat Gelsinger had to throw in the towel and call off the plan...
Wednesday 16 August 2023
TSMC may see its US fab struggle for profitability
TSMC's project to build an advanced wafer fab in Arizona may be a financial pitfall, as the Taiwanese pure-play foundry keeps increasing its investment without the US government confirming...
Monday 14 August 2023
Becoming an entrepreneur: insights from industry experts
On July 28th, Friday, at the Company Venture in New York City, the North America Taiwanese Engineering & Science Association...
Friday 21 July 2023
Lisa Su: AI makes the next 10 years much, much more exciting
AMD chair and CEO Lisa Su came to Taiwan this week for business meetings, as well as to receive an honorary doctorate degree from the National Yangming Chiaotung University in Hsinchu...
Wednesday 19 July 2023
Improving Samsung's GAA production yields seen a lengthy and laborious process
From the perspective of foundries, increasing Samsung's yields of GAA (gate-all-around) transistor production would be a lengthy and laborious process that appears to be considerably...
Tuesday 18 July 2023
Germany's China strategy: a false sense of autonomy without addressing the elephant in the room
Germany published its first China strategy on July 13, following an eventful June as Europe geared up to face China's growing heft and as the US-China tech war further escalated....
Monday 17 July 2023
TSMC's C. C. Wei already told us whether India is suitable for chip foundries
Foxconn called off the joint venture plan with India's Vedanta Group without disclosing the reason. Interestingly, market rumors are now saying that Foxconn is discussing with TSMC...
Monday 17 July 2023
Huawei sends a message by leveraging 5G patents for revenue growth and influence
Huawei's operating pressure mainly comes from the weak consumer electronics market recovery as well as overseas sanctions, especially in Europe and the United States. Huawei's revenue...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Thursday 13 July 2023
South Korea's 10-year R&D plan comes after Taiwan
Following the previous announcement of the 10-year semiconductor industry development plan by former South Korean President Moon Jae-in, in May 2023, the Ministry of Science and ICT...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Tuesday 11 July 2023
Foxconn remains committed to expanding chip business in India
Foxconn Technology (Hon Hai Precision Technology) has announced that the joint ventures it set up with the Vedanta Group in India would become wholly owned by Vedanta, with Foxconn...
Wednesday 5 July 2023
Morris Chang: globalization is redefined by "national security"
Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) founder Morris Chang is again in the limelight, lamenting the "death of globalization." In a keynote speech at the Chinese National...
Tuesday 4 July 2023
Symbolic or strategic? China's export controls on compound semiconductors
On the evening of July 3, China's Ministry of Commerce (MOFCOM) and General Administration of Customs (GAC) announced export control measures on gallium- and germanium-related semiconductor...
Tuesday 20 June 2023
Qualcomm tries to boost PC market share via 'Apple Silicon' path for its Oryon processor
Qualcomm promoted the concept of "hybrid AI" at COMPUTEX 2023, emphasizing that both machine learning and generative AI require the joint cooperation of edge and cloud AI to realize...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research