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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Tuesday 30 January 2024
South Korea prepares for Micro LED seachange
Apple's anticipated introduction of Micro LED panels into smartwatches may have caught South Korea, which has long invested in OLED off guard.
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Monday 29 January 2024
Tesla, Apple Car sees crisis and opportunity simultaneously
Apple was reported to be downgrading its vehicle autonomy before Tesla released the financial results that did not meet market expectations. The two US-based EV makers have experienced...
Monday 29 January 2024
Japan's semiconductor renaissance (1): manufacturing and equipment
In the second half of the 1990s, Samsung Electronics came to the forefront of Dataquest's DRAM manufacturer rankings. NEC and Toshiba were in second and third place, and other Japanese...
Monday 29 January 2024
Research Insight: UMC's alliance with Intel starts new chapter in foundry competition
Intel and UMC's announcement to work together in developing 12nm processes has been lauded as a creative move. DIGITIMES Research believes that because of the complementary nature...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Friday 26 January 2024
Intel reportedly to integrate Samsung's LPDDR5X in Lunar Lake CPU by 3D packaging
Samsung Electronics and Intel have long competed with each other for first place in the fierce global semiconductor IDM market, and a fierce battle for orders and rankings has begun...
Thursday 25 January 2024
India special report: Made-in-India is taking off
India is a major global market for consumer electronics and has begun developing its electronics manufacturing supply chain.
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
Huawei unveils Kirin 9000W, but what's the difference with the 7nm Kirin 9000S?
The flagship Huawei MatePad Pro 13.2-inch tablet computer, recently released in countries such as Malaysia, Italy, and Saudi Arabia, is equipped with an 8-core Kirin 9000W processor...
Tuesday 23 January 2024
Emerging carmakers present new challenges to suppliers
As the global EV market grows, more emerging automakers have risen. They innovate car designs and production. Moreover, these companies have created new rules for their collaboration...
Monday 22 January 2024
Micron, Samsung, and SK Hynix vie for HBM dominance in AI era
The emergence of generative AI has made high-bandwidth memory (HBM) a bonanza, which helped the memory industry recover from huge losses due to inventory corrections in 2023.