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NEWS TAGGED COMMENTARY AND 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...
Tuesday 21 November 2023
The future of hardware and software development for artificial intelligence
Reflecting on the history of the computer industry, it all began with a small transistor, evolving into integrated circuits and eventually transforming into powerful CPUs capable...
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,...
Thursday 16 November 2023
How Generative AI changes how we create art and live
I currently work as a software engineer at a tech company in Silicon Valley. The extent to which Generative AI (Gen AI) has integrated into daily life today has exceeded my expectations...
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.
Monday 13 November 2023
Government incentives for developing semiconductor industry (3): Subsidies for R&D activities
Cash subsidies targeting research and development (R&D) investments and R&D consortiums are conducive to the development of semiconductor technologies, so governments can...
Monday 13 November 2023
How solar fish farms boost Taiwan's energy transition
Since Taiwan published its "Pathway to Net-Zero Emissions in 2050" early last year, the region has made great strides toward a wider adoption of renewable energy. In March 2023, the...
Friday 10 November 2023
TSMC would not exist without K. T. Li; Nvidia would not be possible without TSMC
At the venue where Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang received the honor of the inaugural Li Kuo-Ting Award in Taipei on November 9, Nvidia founder...
Thursday 9 November 2023
Cultivating diversity and inclusion: Building inclusive startups for a better future
Earlier this year, I came across an event centered on the DEI perspective within the startup community. Leveraging my background as a DEI (Diversity, Equity, and Inclusion) workshop...
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 6 November 2023
Government incentives for developing semiconductor industry (2): fiscal measures and effects
Tax breaks, depreciation acceleration, research and development investment subsidization, and fiscal subsidies are typical forms of fiscal incentives for encouraging semiconductor...
Monday 6 November 2023
Taiwan's IC design houses under growing pressure as generative AI rewrites the game
Generative AI is making its way into edge devices: though there remain bottlenecks to overcome in terms of software and hardware, the overall trend is very significant. PC and mobile...