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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 17 January 2024
2024 global election year risks: cross-strait tension, rare metal trade war
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December...
Tuesday 16 January 2024
Semiconductors opportunities in emerging markets
India is bound to be a strategic partner for the United States in terms of demographics, domestic market, software talents, and national strategy.
Monday 15 January 2024
CES 2024 review: automotive solutions remain highlights
While legacy carmakers like Toyota, Ford, and Tesla did not join the CES 2024, many luxury automakers and startups showcased their new EV models or even flying cars at the trade show...
Monday 15 January 2024
Chinese satellite industry plays catchup as application and chip innovations hold the key forward
China's satellite industry is expecting a high-growth period driven by an increasing number of application scenarios, especially in the mobile and automotive sectors. Entering 2024,...
Monday 15 January 2024
CES 2024 observation: Will AI PC take off from just a new Copilot key?
The CES event at the start of every year is seen as a place where trends in the tech sector can be observed. At CES 2024, we witnessed AI PCs emerge as a common theme, signaling that...
Monday 15 January 2024
CES 2024: Competition between MediaTek and Qualcomm extends from products to ecosystems
The scale of CES 2024 has further expanded compared to the past, with Qualcomm and MediaTek showcasing their full range of technological solutions. The two firms had different end...
Friday 12 January 2024
Micro LED shines at CES 2024, face-off against OLED likely to loom in 2026
Micro LED technology reached a significant milestone in 2023, marked by Samsung Electronics launching its 89-inch Micro LED TV to the terminal market and AU Optronics (AUO) rolling...
Friday 12 January 2024
CIS price hikes reflect Samsung's new strategy
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to...
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Navigating uncharted waters of the 'Silicon Era of Discovery'
In 1492, Queen Isabella of Spain drove out the Moors and supported Christopher Columbus in discovering the New World, evoking a pivotal moment in the Age of Discovery.
Tuesday 9 January 2024
Legacy automakers and Chinese EVs: collaborative strategies under paradigm shift, says DIGITIMES Research
As the saying goes, 'If you can't beat them, join them.' China's growing expertise in electric vehicles (EVs) is causing a seismic shift in the industry, altering the dynamics...
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the...
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence...
Thursday 4 January 2024
Navigating the AI+ era: New frontier in product development
In the dynamically shifting terrain of technological advancement, the influence of Artificial Intelligence (AI) in molding various industries is becoming more pronounced and pivotal...
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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