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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 29 December 2023
O-RAN openness spirit questioned amid limited suppliers in AT&T-Ericsson deal
As 2023 draws to a close, Open Radio Access Network (O-RAN), once seen as a promising innovation, has witnessed limited progress amid a global economic slowdown. Omdia estimates predict...
Thursday 28 December 2023
Will high-NA EUVs become Intel's secret weapon to overtake Samsung and TSMC at 2nm node?
Intel has reportedly acquired 6 high-NA EUV lithography machines from ASML, which is scheduled for shipment in 2024, according to South Korean media outlets. Intel's fast adoption...
Thursday 28 December 2023
Chinese automakers' offense drives global car industry development
China's automotive industry reached a milestone in 2023. The country became the world's largest car exporter this year and saw the homegrown automakers occupy over 50% of the domestic...
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...
Wednesday 27 December 2023
A paradigm shift in semiconductor materials development (1)
There are three ways to grow the economic scale in the modern-day semiconductor industry: continuous miniaturization of processes, advanced packaging, and the application of new ma...
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...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research