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Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Monday 21 October 2024
India's semiconductor story: how does it compare to China's?
As India attempts to become a key player in the global semiconductor industry, comparisons with China's well-established sector are inevitable. While China has dominated semiconductor...
Monday 21 October 2024
Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics...
Monday 21 October 2024
China aims to export nuclear tech but faces global skepticism
China is rapidly expanding its nuclear energy sector, with nuclear power currently accounting for only about 5% of its electricity generation compared to nearly 70% from coal. Despite...
Monday 21 October 2024
Qualcomm and Arm's ambitions for Intel's product department may be futile
Recently, reports have surfaced suggesting that Qualcomm and Arm are interested in acquiring Intel's product division. However, industry experts are skeptical about the likelihood...
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...
Monday 21 October 2024
US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities
The UK government has announced that four US cloud technology and data center operators—ServiceNow, CoreWeave, CyrusOne, and CloudHQ—will invest a total of up to GBP6.3...
Monday 21 October 2024
Micron, Intel, Tesla get hit with collateral damage from China's national security measures
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing...
Monday 21 October 2024
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Friday 18 October 2024
TSMC Denies Huawei Chip Allegations; Industry Insiders Weigh In
Rumors have surfaced that the U.S. Department of Commerce is investigating whether Taiwan Semiconductor Manufacturing Company (TSMC) violated U.S. export regulations by producing...
Friday 18 October 2024
Qualcomm holds off on Intel acquisition bid, eyeing post-election landscape
Reports suggest that Qualcomm will wait until after the US presidential election to decide whether to make an acquisition offer for Intel. Any transaction affecting Intel's business...
Friday 18 October 2024
Taiwan eyes green energy imports from Philippines to meet 2050 net-zero goals
Taiwan's Minister of Economic Affairs, J.W. Kuo, has proposed a plan to invest in renewable energy projects in the Philippines and transport the electricity back to Taiwan via submarine...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Colder Products Company
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