CONNECT WITH US
NEWS TAGGED COMMENTARY AND ANALYSIS
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market...
Friday 16 August 2024
What Pat Gelsinger can learn from TSMC's last layoff during financial crisis?
In his 42 months as CEO of Intel, Pat Gelsinger recently issued an internal memo announcing layoffs, sharply criticizing Intel's deep-seated issues. He stated that Intel's "costs...
Thursday 15 August 2024
Cost and reliability hinder US push to replace DJI drones
The US Senate has ultimately decided to delay a ban on Chinese drone manufacturer DJI from the National Defense Authorization Act (NDAA).
Wednesday 14 August 2024
Why Intel has also struggled to manufacture chips in Arizona
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project...
Friday 9 August 2024
Can Pat Gelsinger inherit Andy Grove's culture and lead Intel to a revival?
Intel, once a titan of innovation in the tech world, now faces significant challenges in a fiercely competitive semiconductor market.
Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing...
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces...
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Monday 22 July 2024
Why didn't SK On make a profit in any of the 10 quarters since its establishment?
The SK Group views EV-related businesses as a key growth area for the future, which is why its battery subsidiary SK On invested over KRW20 trillion (US$14.5 billion) to expand its...
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without...
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the...