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NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 31 August 2023
Will Huawei regain its throne with self-developed 5G SoC?
Huawei's recent announcement of its latest flagship phone, the Mate 60 Pro, directly on its official website without any public activity, has instantly caused a stir. Since Huawei...
Wednesday 30 August 2023
OSAT supply chain sees increasing self-developed auto and consumer IC orders from China
The trend of self-developed chips in China did not cease along with the fall of Oppo's IC designing subsidiary Zeku earlier in 2023. OSAT firms in Taiwan and China continue to witness...
Wednesday 30 August 2023
4 Charts show ChatGPT popularity in Taiwan defies global trend
A report released by the TWNIC shows although ChatGPT is gaining popularity worldwide, it might be a phenomenon limited to a specific group in Taiwan, with less than half of Taiwanese...
Wednesday 30 August 2023
Will PV and LED's boom-and-crash history repeat in SiC semiconductors?
Recent reports from the cross-strait supply chain indicate that a major Chinese new energy vehicle manufacturer had ambitious plans early this year to make significant inroads into...
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more...
Tuesday 29 August 2023
Challenges stand for auto semiconductor spec standardization
There remain challenges in trying to standardize automotive semiconductor components.
Friday 25 August 2023
Samsung's next step after getting first customer for Taylor TX fab
Samsung Electronics, having obtained its first customer for its Taylor, Texas fab, is expected to increase its business in semiconductor foundry services. However, the competition...
Friday 25 August 2023
The real reason why China is falling behind as the US' third largest exporter
The cumulative trade statistics from January to May this year released by the US Department of Commerce made the news around the globe in July. Mexico has surpassed China and become...
Thursday 24 August 2023
Standardize automotive semiconductor component specs to maximize wins
Electrical vehicles (EV) and autonomous vehicles (AV) will be the two largest semiconductor applications in the future. However, there is still no unified specification for EV/AV...
Wednesday 23 August 2023
SMIC's unspoken mission and Huawei's 5G smartphone chips
As Huawei boldly proclaimed the comeback of its flagship 5G smartphone in early August, rumors about Huawei commissioning China's largest semiconductor foundry SMIC to break through...
Tuesday 22 August 2023
Can AI and EV chip demand salvage semiconductor equipment spending?
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion...
Thursday 17 August 2023
Intel foundry ambition hits a rock with Tower acquisition deal falling through
Failing to get approval from Chinese authorities for the US$5.4 billion deal to acquire Tower Semiconductor, Intel CEO Pat Gelsinger had to throw in the towel and call off the plan...
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers...
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Monday 14 August 2023
Becoming an entrepreneur: insights from industry experts
On July 28th, Friday, at the Company Venture in New York City, the North America Taiwanese Engineering & Science Association...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
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