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Thursday 23 May 2024
Seven hours in Geneva hotel highlights US-China struggle on AI
For seven hours at a Geneva hotel earlier this month, top US and Chinese officials locked into talks on collectively managing their biggest fears around artificial intelligence —...
Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Tuesday 21 May 2024
Samsung foundry zooms on 'Nemo' in its competition with TSMC
Many in the South Korean industry believe that with TSMC, the leading semiconductor foundry, facing increasing risks from earthquakes in Taiwan and unstable cross-strait relations,...
Monday 20 May 2024
Challenges for AI PCs are just about to start
Barring any unexpected developments, AI PCs are expected to be the central focus of COMPUTEX 2024. It will also set off the first wave of competition in AI end-user products in 202...
Friday 17 May 2024
Streaming market sees new competition rising as Disney joins forces with Warner
The global Over-The-Top (OTT) streaming market competition is intensifying.
Friday 17 May 2024
IPC makers to take AI competition to the edge
According to Industrial PC (IPC) maker Aaeon, edge computing will be the main battleground in the IPC industry as AI adoption grows. However, product design must go hand in hand with...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Tuesday 14 May 2024
Taiwan announces IC Taiwan Grand Challenge Competition to attract innovative teams and talent
Taiwan's National Science and Technology Council (NSTC) announced the launch of the "IC Taiwan Grand Challenge" on May 14 to attract global IC-related teams to Taiwan to propose research,...
Tuesday 14 May 2024
Samsung said to skip 300+ layers and directly target 400+ to reclaim 3D NAND leadership
With the rise of Artificial Intelligence (AI), the NAND flash market is experiencing significant growth. This has reignited the competition between Samsung Electronics and SK Hynix...
Tuesday 14 May 2024
As price competition in China's IC industry turns to race to the bottom, Taiwan-based IC design firms maintain distance
Taiwan-based IC design firms have been coping with aggressive price slashing from China-based competitors, in one of the most challenging situations the industry has faced for more...
Friday 10 May 2024
SMIC warns of growing chip pricing competition in China
Semiconductor Manufacturing International Corp. expects its average selling price to fall this quarter as chipmakers increase capacity, raising the alarm about growing price competition...
Friday 10 May 2024
SMIC surpasses UMC in sales, competition pressures SMIC profit
According to SMIC's financial results, it reported rising sales in the first quarter but saw worsening profits due to intensifying competition in China, particularly in commoditized...
Thursday 9 May 2024
US Justice Department steps up focus on competition in AI
The US Justice Department is stepping up its focus on competition in the artificial intelligence industry, top officials said, as Big Tech companies invest billions of dollars to...
Thursday 9 May 2024
What's behind Samsung and SK Hynix's intense HBM competition?
Samsung Electronics and SK Hynix are locked in fierce competition in the High-Bandwidth Memory (HBM) market, with attention turning to Nvidia, the leader in Artificial Intelligence...
Research Report Database
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