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NEWS TAGGED ANALYSIS
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,...
Friday 1 March 2024
2024 Industry Outlook (3): Using economic data to assess industry directions in Taiwan and China
In 2023, Taiwan's exports declined by 9.8%, which is of course related to the weakening of electronics exports, but with a total export value of US$432.5 billion, a trade surplus...
Friday 1 March 2024
What does it mean for Taiwan ICT firms if Apple ends its EV plans?
According to reports, Apple has abandoned its nearly decade-long electric vehicle (EV) R&D and production strategy, leaving many wondering how this will impact Taiwan's ICT supply...
Tuesday 27 February 2024
Mirror on the wall... will Intel become 2nd largest foundry in the world? Perhaps, but...
Intel CEO Pat Gelsinger wants the company to become the world's second-largest foundry service provider by 2030. With the right partners, it may achieve the goal faster than expected...
Monday 26 February 2024
Why Kioxia is warming up to SK Hynix for WD merger talks
The memory market has rebounded from the previous trough, led by NAND Flash's multi-fold price surge. However, the NAND business of many integrated device manufacturers (IDMs) is...
Friday 23 February 2024
Intel is grabbing Samsung's cheese with system-level foundry
Samsung beware: As Intel Foundry (IF) is now collaborating with TSMC to accomplish an advanced packaging mission to meet customer's needs, it is aiming for something bigger.
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Wednesday 21 February 2024
With reported returns of Vision Pro, how can Apple get the market to accept an imperfect product?
It has been nearly three weeks since Apple launched the Vision Pro on February 2. While some users have praised the experience and visual performances, Vision Pro's honeymoon phase...
Tuesday 20 February 2024
Gelsinger's plans to turn Intel around with IDM2.0 and IFS
After leaving Intel for 12 years, former Chief Technology Officer Pat Gelsinger returned in mid-February 2021 to take over as Intel's eighth CEO. However, compared to his tenure from...
Friday 16 February 2024
Now is the time to embrace Canada for an integrated North American semiconductor supply chain
The aftermath of the COVID-19 pandemic has sparked many economies to address the disruptions caused throughout the global semiconductor supply chain. Whether the result of so-called...
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding...
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.