This year's Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully considered, according to industry sources.
Taiwan-based III-V compound semiconductor companies are seeking to enter the automotive supply chains, eyeing business opportunities from LiDARs, according to industry sources.
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas.
Chinese foundries including United Nova Technology and Silan, along with substrate suppliers, such as SICC, have all increased their Silicon Carbide (SiC) production capacity.
AMD has a close and solid relationship with TSMC on the 3nm technology, and the two companies are already working on several new product developments, according to Lisa Su, chairperson and CEO for the processor vendor.
Semiconductor packaging and testing company Siliconware Precision Industry Ltd. (SPIL) announced recently that it will invest MLR 6 billion (US$1.276 billion) to build a packaging and testing facility at the Bandar Cassia Technology Park in Penang, Malaysia.
The Government of Gujarat, India, has dispatched a delegation to Taiwan for the India-Taiwan Semiconductor Summit, while also seizing the opportunity to glean knowledge from Taiwanese partners at Hsinchu Science Park.
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
India is facing a talent shortage amid a growing semiconductor ecosystem. India's trading partners are concerned about India's import management system, which may be replaced by a stricter quota-based system in October.
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.
STMicroelectronics NV said it plans to spend €5 billion ($5.4 billion) on a manufacturing plant for chips and packaging in Catania, Italy in a multi-year project that's being partly funded by the European Union's Chips Act.
South Korea's semiconductor inventories dwindled by the most since 2014, underscoring the pace at which demand is outstripping supply as customers rev up their purchases of devices needed to develop artificial intelligence technologies.
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic affairs.
As previous subsidies of a total of JPY920 billion (nearly US$6 billion) may not be sufficient to help Rapidus achieve its goal of mass-producing 2nm chips, Japan's Ministry of Economy, Trade and Industry (METI) plans to propose legislation to provide loan guarantees for the chipmaker.
Skymizer, a prominent Taiwan-based AI system software provider known for its compiler optimization solutions, has announced the release of EdgeThought, its new software-hardware co-design AI ASIC IP.
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
NVIDIA's latest financial report for the first quarter of fiscal year 2025 (February to April 2024) revealed record-breaking revenue for its data center division. Following a record-setting US$18.4 billion revenue in the previous quarter, the data center division in the first quarter of fiscal year 2024 set a new record again with US$22.6 billion in revenue.
The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese smartphone and Electric Vehicle (EV) industries.
The new head of Samsung Electronics Co.'s semiconductor division urged employees to work their way past challenges in the business, making his first remarks to staff after the surprise departure of his predecessor last week.
Samsung Electronics has recently expanded its workforce deployment at its new packaging R&D base in Yokohama, Japan, to expedite construction and support the development of next-generation semiconductor packaging technologies.
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU in Artificial Intelligence (AI) computing.
Malaysian Prime Minister Anwar Ibrahim announced the National Semiconductor Strategy (NSS), with the government allocating MYR25 billion (US$5.3 billion) to foster industry development.
