CONNECT WITH US
NEWS TAGGED COMPETITION
Thursday 11 July 2024
China legacy chips face involution before flooding global markets
Concerns are mounting among Western governments and semiconductor companies regarding potential overcapacity in legacy chips, reminiscent of past issues seen in the solar industry...
Wednesday 10 July 2024
US to invest up to US$1.6 billion to award domestic semiconductor advanced packaging R&D efforts
On July 9, the US Department of Commerce issued a Notice...
Tuesday 9 July 2024
Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research
In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.
Tuesday 9 July 2024
Taiwanese firms keen to join Nvidia's Omniverse ecosystem to stay competitive in AI era
As generative AI accelerates digital transformation across various industries, experts agree that future market competition will be defined by speed.
Tuesday 9 July 2024
Computing clusters with at least 10,000 GPUs become basic requirement for Chinese Gen-AI LLMs

The keen competition of large-language models (LLMs) is pushing various Generative AI operators in China to find alternatives to achieve higher computing power without...

Tuesday 9 July 2024
Wafer Works ramps up cross-strait 12-inch production, eyes strong second half
Wafer Works, a veteran semiconductor silicon wafer foundry in China, made its debut on Shanghai's STAR Market in February 2024. Simultaneously, the company launched a major expansion...
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
Friday 5 July 2024
South Korean 8-inch wafer foundry to engage in SiC and GaN business
South Korean 8-inch wafer foundries are accelerating their investments in next-gen power semiconductors. Facing fierce competition from established global manufacturers and Chinese...
Friday 5 July 2024
Tesla reportedly delays investment plan in India amid slowing EV market
Following the cancellation of Tesla CEO Elon Musk's visit to India, reports suggest that the electric vehicle (EV) maker may postpone its potential investment in the country due to...
Tuesday 2 July 2024
France targets Nvidia in landmark antitrust case over AI dominance
Nvidia is set to face antitrust charges from the French government.
Monday 1 July 2024
Component suppliers race to adapt as AI smartphones surge
Samsung Electronics recently launched its first AI smartphone, the Galaxy S24, marking 2024 as the inaugural year for AI smartphones.
Friday 28 June 2024
Three reasons behind SDC and LGD's decision to slow down their Micro LED business
Compared to the aggressive investments in the Micro LED business by Taiwanese and Chinese companies, South Korean panel manufacturers could slow their efforts in Micro LEDs due to...
Friday 28 June 2024
Nvidia defends AI chip dominance
The Ultra Accelerator Link (UALink) is an open industry standard supported by major Cloud Service Providers (CSP) and processor vendors in competition against Nvidia. Nevertheless,...
Thursday 27 June 2024
Anti-subsidy duties by EU on Chinese EVs led to initial negotiations between the two sides
The European Union (EU) has imposed an anti-subsidy provisional tax on Chinese EVs, with a maximum total tax rate nearing 50%, higher than market expectations.
Thursday 27 June 2024
Semco begins mass production of ABF substrates in Vietnam, eyes AI server market
Samsung Electro-Mechanics (Semco) has commenced mass production at its ABF substrate plant in Vietnam, following a KRW 1 trillion (US$ 720 million) investment announced in 2021. This...