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NEWS TAGGED COMMENTARY
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Wednesday 9 October 2024
Intel's geopolitical significance dampens acquisition rumors
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger,...
Friday 4 October 2024
With Vision Pro, Apple wants some people to see the future first
Since its US launch in February and subsequent rollout to more markets in June, Apple's Vision Pro has received praise and criticism. After personally experiencing it at the Canton...
Thursday 3 October 2024
US bets on AI to develop sustainable materials, strengthen semiconductor leadership
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable...
Wednesday 2 October 2024
Taiwanese chip makers' cultural sensitivity put to the test in Japan
Cultural sensitivity has not always been a strength of Taiwanese businesses, potentially straining Taiwan-Japan relations as Taiwan's semiconductor ventures expand overseas without...
Monday 30 September 2024
Intel's Smart Capital: lifeline or stranglehold on future growth?
Amid speculation surrounding a potential acquisition of Intel by Qualcomm, reports have surfaced indicating Apollo-managed funds, a key partner in Intel's "Smart Capital" initiative,...
Monday 30 September 2024
Entering the trillion-transistor era: A semiconductor revolution unfolds
In early September, SEMICON Taiwan 2024 was held in Taipei. This annual global semiconductor event gathered leading semiconductor companies and industry elites from around the world...
Wednesday 25 September 2024
AI bubble: Real crisis or false issue?
Despite a broader economic stagnation and softening demand across various sectors, investment in AI, especially cloud AI, remains exceptionally high. Concerns are mounting about a...
Wednesday 25 September 2024
Likelihood of Qualcomm acquiring Intel
On September 20, news of Qualcomm's intentions to acquire Intel sent a shock wave through Silicon Valley and Wall Street.
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Monday 23 September 2024
Qualcomm circles Intel for takeover: biting off more than it can chew?
The Wall Street Journal reported that Qualcomm has approached Intel...
Wednesday 18 September 2024
Intel's strategic transition: can new orders and cost cuts lead to a rebound?
Many still regard Intel as one of the greatest American companies. However, recent struggles have led to a less flattering label: "too big to fail." The critical question now is whether...
Monday 16 September 2024
Commentary: Implications of Panram's large layoff
Panram International, a memory module contract manufacturer, has announced the layoff of approximately half its employees. The primary cause is the cancellation of OEM orders from...
Thursday 12 September 2024
Tackling memory coherence in AI: How chip supply chain is thinking ahead
In artificial intelligence (AI), especially within deep learning and large-scale data processing, maintaining memory coherence is critical. AI models often rely on extensive parallel...
Wednesday 11 September 2024
A storm is coming to European EV businesses
The European electric vehicle (EV) industry will encounter numerous obstacles in 2025, potentially leading to catastrophic development and introducing new disruptions to the European...