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NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
AI server reality check: Foxconn's Young Liu raises doubts amidst industry hype
In 2023, AI took the global tech scene by storm, not just lighting up the tech industry's dim outlook but also emerging as a linchpin for supply chain players eyeing a market resur...
Wednesday 21 February 2024
Generative AI in legal crosshairs (Part 1)
Since its launch in November 2022, ChatGPT has garnered global attention, becoming a trend across various industries.
Wednesday 21 February 2024
With reported returns of Vision Pro, how can Apple get the market to accept an imperfect product?
It has been nearly three weeks since Apple launched the Vision Pro on February 2. While some users have praised the experience and visual performances, Vision Pro's honeymoon phase...
Tuesday 20 February 2024
Gelsinger's plans to turn Intel around with IDM2.0 and IFS
After leaving Intel for 12 years, former Chief Technology Officer Pat Gelsinger returned in mid-February 2021 to take over as Intel's eighth CEO. However, compared to his tenure from...
Monday 19 February 2024
Colley Hwang: Taiwan-Japan best match in semiconductor synergy
Geopolitical pressures and changes in industrial structure are driving strategic collaborations among semiconductor companies, with various countries or regions incentivized for partnerships,...
Friday 16 February 2024
Initial reactions to Apple's Vision Pro: interesting but flawed
It has been almost two weeks since the launch of Apple's Vision Pro on February 2, and many early reviews of it have started to come out. Initial reactions to Apple's long-awaited...
Friday 16 February 2024
Now is the time to embrace Canada for an integrated North American semiconductor supply chain
The aftermath of the COVID-19 pandemic has sparked many economies to address the disruptions caused throughout the global semiconductor supply chain. Whether the result of so-called...
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding...
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...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
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.
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research