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Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
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.
LATEST STORIES
Monday 27 May 2024
Executive shake-ups at OpenAI and Amazon highlight shared challenges in balancing agility and stability
In recent days, both OpenAI and Amazon have seen significant changes in their senior leadership teams. While the reshuffling may seem coincidental, it highlights the similar challenges both companies face in balancing agility with maintaining a controversy-free image.
Friday 24 May 2024
AI becomes the key to new paradigm shifts and how TSMC responds to new era
Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase was the post-dot-com bubble era in the early 2000s, and the leading vendors of this era were Nokia and Cisco, which provided networking equipment.
Thursday 23 May 2024
Generative AI not a bubble, market scale to hit US$1.5 trillion by 2030
Generative AI (GenAI) is a subset within the AI realm, and it is expected to be one of the most critical driving forces for global economic growth in the next 5-10 years.
Thursday 23 May 2024
What are the functions AI smartphones will emphasize?
AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how will the first batch of AI smartphones differentiate themselves from current ones?
Tuesday 21 May 2024
'Leadership is not forever': Pompeo urges Taiwan to continually innovate to maintain chip dominance
Former US Secretary of State Mike Pompeo visited Taiwan to attend the inauguration of Taiwan's fifth elected president on May 20, 2024.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Monday 20 May 2024
From Cloud to Edge, hybrid AI model is taking shape
Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge" devices.
Monday 20 May 2024
Sharp to close world's first 10G LCD panel fab by September, spurring major customers to reassess supply partnerships
The world's first 10th-generation LCD panel factory, located in Japan's Sakai and operated by Sharp subsidiary Sakai Display Products (SDP), is set to cease production by September 2024. The impending closure has ignited industry concerns regarding how major customers, including Shenzhen MTC, Samsung Electronics, and LG Electronics, will reassess their supply partnerships for transferring orders.
Friday 17 May 2024
Generative AI is transforming the game 'from cloud to edge'
The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend.
Thursday 16 May 2024
Hardware supply chain's pivotal value recognized in Nvidia's strategies
To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured strong connections with the server supply chain in practice.
Thursday 16 May 2024
Semiconductor firms' ranking as 'most-desired employers' rising fast in Japan
Several media reports that young American engineers complained about working at TSMC. How about Japanese engineers? Would they be holding grudges too?
Wednesday 15 May 2024
Artificial intelligence is bringing an epic change to our lives
From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence (AI).
Tuesday 14 May 2024
Are Taiwan's own LEO satellite programs combat-ready?
Taiwan's recent efforts to build its own "Starlink" have received growing attention as satellite communication has proven itself inalienable to wartime resilience, but to what degree are the ongoing government-backed satellite programs geared for modern warfare?
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan.
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie?
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Summary of Tech Supply Chain News!
AIoT
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