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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 8 November 2023
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected,...
Monday 6 November 2023
Government incentives for developing semiconductor industry (2): fiscal measures and effects
Tax breaks, depreciation acceleration, research and development investment subsidization, and fiscal subsidies are typical forms of fiscal incentives for encouraging semiconductor...
Monday 6 November 2023
Taiwan's IC design houses under growing pressure as generative AI rewrites the game
Generative AI is making its way into edge devices: though there remain bottlenecks to overcome in terms of software and hardware, the overall trend is very significant. PC and mobile...
Thursday 2 November 2023
Li Keqiang leaves one wondering the 'could-haves' in Chinese semiconductor development
"This might be one of the most advanced chips in the world," an official from the Belgium-based Interuniversity Microelectronics Centre (Imec) reportedly informed then-Chinese Premier...
Tuesday 31 October 2023
Government incentives for developing semiconductor industry (1): applicable stages and effects
During the reorganization of global supply chains, opportunities are being created for countries that are semiconductor markets in which system manufacturers are based. Semiconductors,...
Tuesday 24 October 2023
How to interpret China's investigations into Foxconn?
The Chinese state-owned media Global Times reported recently, citing sources, that the Chinese tax authorities have conducted audits of Foxconn Group in Guangdong and Jiangsu,...
Friday 20 October 2023
Can synchrotron radiation be used as lithography machine light source?
The light generated by synchrotron radiation is produced when charged particles are accelerated by an electric field, unlike lasers that generate coherent light using transitions...
Friday 13 October 2023
US's tentative restrictions on RISC-V will harm itself the most, instead of China
Bipartisan efforts in the US Congress are trying to push the Biden Administration to take action in restricting US individuals or companies from exporting RISC-V technologies to China...
Friday 13 October 2023
Easing US export controls won't reverse dwindling foreign capital in Chinese chip production
On October 9, the South Korean presidential office issued a statement stating that it had received notice from the United States that Samsung Electronics and SK Hynix's China-based...
Friday 6 October 2023
How did Huawei design its Kirin 9000S chip without American EDA tools?
Huawei's success in having its self-developed SoC produced with 7nm technology by SMIC, China's largest wafer foundry service provider, stunned the world. Since Huawei is unable to...
Friday 6 October 2023
With AMD acquiring Xilinx, why is Intel willing to let go of Altera?
AMD CEO Lisa Su recently suggested that an "economic moat" has yet to form in the AI sector, hinting that Nvidia's leading...
Wednesday 4 October 2023
Taiwan's commercial-grade military UAV sector garners steam; what's next?
Following the Taiwanese government's decision in late 2022 to procure five types of small and medium-size commercial-grade military reconnaissance drones from civilian manufacturers...
Wednesday 4 October 2023
Taiwan's strategic response to achieve self-sufficiency in drone component production
Most critical drone components are currently sourced from China due to cost considerations, leaving little room for global competition.
Wednesday 4 October 2023
A glimpse in the semiconductor equipment market trends
A recent report issued by SEMI forecast that the expenditure of global wafer foundry fabs is to decline 15% from the US$99.5 billion historical record in 2022 to US$84 billion in...
Tuesday 3 October 2023
African startups shine bright amid economic downturn
Since mid-2022, political and economic factors have caused a slump in global investments, even in once-promising emerging markets. The African tech sector, despite being less affected...
Research Report Database
Summary of Tech Supply Chain News!
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research