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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.
Thursday 8 February 2024
China's involution pandemic threatens global innovation in solar, batteries, EVs
Relentless efforts by China's new energy companies to control their sectors by undercutting the competition at home and abroad prevent innovation as non-Chinese firms cut R&D...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview...
Tuesday 6 February 2024
Competition among Chinese PMIC providers escalates
China currently has five to six publicly traded power management IC (PMIC) companies, with many more not yet listed, and their Taiwanese peers are striving hard to stay out of the...
Monday 5 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (I)
China-based companies are expected to march into the compound semiconductor segment in 2024 as they solve the bottleneck of SiC crystal growth and are recognized by global companies...
Friday 2 February 2024
Meta hopes Vision Pro can revitalize XR device market
Apple is set to officially launch its brand-new Mixed Reality (MR) headset Vision Pro on February 2. The general market perception is that, despite its high sale price of US$3,499,...
Friday 2 February 2024
Can Apple's MacBook line prevail amid the AI PC competition?
Sources in Apple's MacBook supply chain are anticipating single-digit growth in shipment volumes for 2024, compared to the downturn seen in 2023. With Intel, Qualcomm, and MediaTek...
Thursday 1 February 2024
Samsung and SK Hynix reportedly in a competition to mass-produce DRAM GDDR
Competition between Samsung Electronics and SK Hynix is intensifying, with both set to mass-produce GDDR7 DRAM in the first half of 2024. According to Korean media The Guru,...
Wednesday 31 January 2024
Gogoro's flagship scooter kicks off performance two-wheeler competition
Taiwan-based electric two-wheeler maker Gogoro launched the Gogoro Pulse on January 30. The flagship model can go from 0 to 50km in 3.05 seconds. It is also equipped with a 10.25-inch...
Wednesday 31 January 2024
Chinese government-backed SiC cubs threaten alpha Wolfspeed’s market dominance
In 2023, third-generation silicon carbide (SiC) semiconductor powerhouse Wolfspeed saw one-third of its market share go up in smoke.
Wednesday 31 January 2024
MediaTek and Qualcomm to issue financial reports, AI smartphone competition intensifies
Arch-rivals MediaTek and Qualcomm are scheduled this week to release financial reports for the fourth quarter of 2023 and offer their insights on the market in 2024. Since the first...
Monday 29 January 2024
Research Insight: UMC's alliance with Intel starts new chapter in foundry competition
Intel and UMC's announcement to work together in developing 12nm processes has been lauded as a creative move. DIGITIMES Research believes that because of the complementary nature...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Monday 22 January 2024
With Vision Pro on the horizon, competition in next-gen HMI also surfacing
Apple's Vision Pro is set to hit the market soon. As the trendsetter in the tech sector, the market hopes that Apple can point out a clear path for the XR ecosystem, which has been...