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NEWS TAGGED COMMENTARY
Tuesday 9 April 2024
How can Intel Foundry shake off 10 years of deficits?
According to the restructured accounting model of Intel Foundry (IF), it has been seeing continuous operational losses for three consecutive years from 2021 to 2023, totaling US$5.1...
Monday 8 April 2024
Why do quake-ridden Taiwan and Japan thrive in semiconductor industry?
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of...
Wednesday 3 April 2024
Red Jackal over Taiwan: Geosat CEO clears the air on drone scandal
Geosat's CEO Max Lo talks to DIGITIMES Asia about the Jackal controversy, cooperation with NATO, and why Hong Kong films are getting rubbish.
Tuesday 2 April 2024
Did Huawei achieve smartphone win at the expense of SMIC?
Is Huawei building its smartphone victory at the cost of SMIC's advanced chip manufacturing capacities?
Friday 29 March 2024
Strong international presence felt at 2024 Smart City Summit & Expo
The 2024 Smart City Summit & Expo (SCSE)/Net Zero City Expo recently concluded.
Tuesday 26 March 2024
TSMC + Japan: win-win situation or mutual exploitation?
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars...
Tuesday 26 March 2024
Apple CEO's Shanghai trip highlights focus on Chinese market
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.
Monday 25 March 2024
Green energy dilemma: Taiwan faces electricity price surge
In a pivotal move, Taiwan's Ministry of Economic Affairs (MOEA) has convened to discuss the impending surge in electricity prices, slated...
Monday 25 March 2024
'Green inflation' and 'secular stagnation', which will come first to AI?
An electricity price hike in Taiwan may ignite a butterfly effect on the Artificial Intelligence (AI) industry and supply chains.
Friday 22 March 2024
Does Toyoda sell a solid hydrogen future?
In a speech in January 2024, Toyota chairman Akio Toyoda said battery EVs (BEV) can only take up at most 30% market share, no matter how much the vehicle progresses. Hybrid EVs (HEV),...
Wednesday 20 March 2024
Go or stay? ASML wades from geopolitics into domestic politics
Following media reports that the Netherlands-based lithography equipment leader ASML is harboring thoughts to move its operations abroad, the country's political climate, especially...
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Thursday 14 March 2024
Taiwan IC design firms join Arm Total Design platform to enhance ASIC service capability
The hot demand for AI chips and the trend for cloud AI tech differentiation attracted unexpected attention to Application-Specific Integrated Circuit (ASIC) design services lately.
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.