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NEWS TAGGED ANALYSIS
Monday 29 April 2024
Intel faces a transition dilemma as foundry business unlikely to break even in 3 years
Intel Corp. is trying to strike a balance between design and manufacturing.
Friday 26 April 2024
Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
Thursday 25 April 2024
China's domestic EDA market share doubled, thanks to support from 3,451 local IC design firms
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic...
Thursday 25 April 2024
China feeds on lucrative semiconductor business created by US
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging...
Wednesday 24 April 2024
Is the US semiconductor talent pool ready for investments from Samsung and SK Hynix?
Samsung Electronics and SK Hynix are accelerating their investment pace in the US, and are collaborating with universities near factory sites to ensure a steady supply of semiconductor...
Tuesday 23 April 2024
What did Tim Cook's SEA visit tell us?
Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19.
Monday 22 April 2024
Will Taiwan's government approve TSMC's plan to produce 2nm chips in America?
Upon TSMC Arizona's signing of a Preliminary Memorandum of Terms (PMT) with the Biden Administration, the decision to manufacture 2nm chips in its third fab and part of the second...
Thursday 18 April 2024
Consumer electronics market remains mired in downturn as inflation persists
The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer...
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With...
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes...
Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions,...
Thursday 11 April 2024
The power of data in the AI age: the challenges of copyright and differentiating application
The concept of "data is the new oil" has been discussed for quite some time, but the advent of GenAI has truly showcased the value of data.
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
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...