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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 13 March 2024
How deep is Nvidia's moat? CUDA may not be invincible forever
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough...
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Friday 8 March 2024
GenAI powers surge in AI PCs and edge computing, HPC to be key in 2024
GenAI stands out as a key focus in the 2024 supply chain. As AI gradually transitions from cloud to edge computing, it also drives the emergence of terminal applications such as AI...
Friday 8 March 2024
CHIPS Act funding still waiting for progress as Biden's State of Union Address promises little
US President Joe Biden said in his 2024 State of the Union Address that America is rising and has the lowest trade deficit with China in over a decade. A response from the Semiconductor...
Friday 8 March 2024
Generative AI in legal crosshairs (Part 2)
In December 2023, "The New York Times" (NYT) took legal action against OpenAI's ChatGPT and Microsoft's Copilot language models. The newspaper explicitly accused generative AI of...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Thursday 7 March 2024
British Nvidia's uncertain future: Graphcore weighs sale amidst financial and geopolitical woes
Amid Nvidia's historic achievement of reaching a market value of US$2 trillion, attention shifts to its rivals.
Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
2024 Industrial Outlook (5): the cliff-like economic growth model
Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated...
Tuesday 5 March 2024
2024 Industry Outlook (4): Automobile production migration from advanced to emerging countries
The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth.
Monday 4 March 2024
Four questions regarding the potential of foldable devices
The high, double-digit annual shipment growth rate of foldable smartphones has caused the market to view it as a crucial product line that will drive the turnaround in overall smartphone...
Friday 1 March 2024
Apple's titanic EV tragedy explained
Apple recently woke up from its EV pipe dream.
Friday 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
Friday 1 March 2024
Foxconn to still reap benefits despite Apple's shift away from EVs
Rumors persist that Apple is interested in investing in the development of the Apple Car. Recent speculations suggest that Project Titan, which has never been officially confirmed,...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research