CONNECT WITH US
Friday 27 December 2024
Trump-Musk rift looms over China
Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative efficiency and infrastructure development, may face new challenges. With Trump set to retake office in January 2025, the potential policy differences regarding China between these two influential figures remain a critical question
LATEST STORIES
Thursday 2 January 2025
Nissan and Honda weigh domestic merger against foreign investment
Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests the Honda-Nissan merger talks aim to prevent Foxconn from gaining involvement with Nissan, past acquisitions involving Japanese corporations have yielded mixed results, potentially influencing the outcome of this proposed merger
Thursday 2 January 2025
Heading to next golden decade: Q&A with Innolux chairman and CEO Jim Hung
The global display panel industry is currently experiencing a significant turning point as production lines transition into a phase of replacement and adjustment. Has the closure of outdated factories become a "necessary pain" for the display industry to transition toward transformation and upgrading
Tuesday 31 December 2024
Foxconn's succession model: interview with Chairman Young Liu–Part II, a DIGITIMES exclusive
Building on the prior exploration of Foxconn's management philosophy and the advantages of its new policies, this DIGITIMES feature delves into the company's growth trajectory, the hurdles encountered by Chairman Young Liu, and his forward-looking strategies to overcome them
Tuesday 31 December 2024
Foxconn's succession model: interview with Chairman Young Liu–Part I, a DIGITIMES exclusive
Since taking over as Foxconn chairman in 2019, Young Liu has steered the company through a series of global challenges, including the pandemic, supply chain disruptions, evolving US-China relations, and geopolitical shifts. Under his leadership, Foxconn has emphasized sustainability alongside financial performance, integrating EPS with ESG principles. These decisions are driving the company's ongoing transformation and positioning it for long-term growth
Tuesday 17 December 2024
Smart glasses poised for mainstream adoption amidst evolving tech and consumer demands
The evolution of smart glasses has been marked by challenges and learning experiences that continue to shape the landscape of this innovative technology. From the initial hype surrounding Google Glass, which dwindled under privacy concerns and a lack of practical uses, to the ongoing developments by Microsoft with HoloLens and Magic Leap, the journey has highlighted crucial lessons in blending technology with consumer needs
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal management market, industry analysts say
Friday 13 December 2024
Semiconductor shifts: why DRAM and mature logic processes face structural changes
Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share common drivers of transformation
Thursday 12 December 2024
Intel, Microchip cases expose CHIPS Act challenges
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with incentive agreements and investment plans, their experiences underscore the Act's challenging and complex implementation process
Wednesday 11 December 2024
US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses' operations in China
Tuesday 10 December 2024
Challenges in developing semiconductor industries in emerging countries
In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone sector, including the first specialized drone display at the Taipei International Electronics Show (TAITRONICS) in 2024 and the planned drone section at COMPUTEX in 2025
Monday 9 December 2024
Will Trump's protectionism succeed despite harming others without benefiting?
Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25% tariff on partners Canada and Mexico under the United States-Mexico-Canada Agreement (USMCA) has already provoked a strong backlash from both countries' leaders, who are prepared to retaliate
Monday 9 December 2024
Intel's IDM path nearing its end, is Samsung next?
Intel finds itself in a precarious situation as the global supply chain, particularly among Taiwanese manufacturers, continues to struggle without viable solutions. Similarly, Samsung Electronics' foundry business remains a potential crisis point
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments will reach 1,181.4 million units in 2024, marking a growth of 4.9%. Looking ahead over the next five years, there is an anticipated demand for feature phone users in regions such as India, Southeast Asia, Latin America, and Africa to upgrade to smartphones, while the ongoing deployment and expansion of 5G networks in these markets are expected to further drive their smartphone shipments. DIGITIMES Research estimates that the global annual shipment growth rate will range between 3% and 4%, with a compound annual growth rate (CAGR) of 3.6%
Monday 25 November 2024
Global notebook shipments rise in 3Q24 before decline in 4Q24, says DIGITIMES Research
In the third quarter of 2024, global notebook shipments (excluding detachable models) exceeded expectations, showing a 5.8% growth compared to the previous quarter, but the volumes are expected to slip in the fourth quarter, according to DIGITIMES Research's latest report covering the notebook industry in the second half of 2024
AIoT
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