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NEWS TAGGED COMMENTARY
Wednesday 5 June 2024
For Big Fund Phase 3, the devil is in the funding structure details
The long-rumored third phase of China's national semiconductor fund, commonly known as "the Big Fund," has finally been officially announced. The fund scale of CNY344 billion (US$47.5...
Wednesday 5 June 2024
How Taiwan is related to Nvidia's rise to stardom in the AI Era

Nvidia, founded in 1993, has established itself as a leading player in the Graphics Processing Unit (GPU) market.

Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported...
Tuesday 28 May 2024
China can break through US EUV ban with mature-node innovation, but how?
China's Huawei claims to have successfully achieved domestic substitution of using its self-developed 7nm and 5nm chips in its smartphones and has boosted market standings of HiSilicon...
Monday 27 May 2024
Innovation vs. regulation: Taiwan struggles to balance AI legislation amid global scrutiny
As global AI regulations gain momentum, Taiwan—a key player in AI hardware—has yet to finalize its "Artificial Intelligence Basic Act."
Monday 27 May 2024
Will Chinese EV makers leverage declining sales to limit losses?
The cutthroat price competition in China in the past year has pressured many local automakers, resulting in significant losses. Some companies might have accepted their falling EV...
Monday 27 May 2024
Executive shake-ups at OpenAI and Amazon highlight shared challenges in balancing agility and stability
In recent days, both OpenAI and Amazon have seen significant changes in their senior leadership teams. While the reshuffling may seem coincidental, it highlights the similar challenges...
Friday 24 May 2024
AI becomes the key to new paradigm shifts and how TSMC responds to new era
Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase...
Thursday 23 May 2024
Generative AI not a bubble, market scale to hit US$1.5 trillion by 2030
Generative AI (GenAI) is a subset within the AI realm, and it is expected to be one of the most critical driving forces for global economic growth in the next 5-10 years.
Thursday 23 May 2024
What are the functions AI smartphones will emphasize?
AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how...
Tuesday 21 May 2024
'Leadership is not forever': Pompeo urges Taiwan to continually innovate to maintain chip dominance
Former US Secretary of State Mike Pompeo visited Taiwan to attend the inauguration of Taiwan's fifth elected president on May 20, 2024.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Monday 20 May 2024
From Cloud to Edge, hybrid AI model is taking shape
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge"...