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Monday 8 April 2024
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen.
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Thursday 21 March 2024
Exclusive: Canadian silicon photonics firm Ranovus partners with MediaTek to seize AI opportunities
Ranovus, a Canadian silicon photonics scaleup company specializing in high-speed optical interconnect chips, announced on March 20, 2024, a groundbreaking partnership with MediaTek Inc., Taiwan's leading fabless semiconductor firm, to deliver the industry's first 6.4Tbps Co-Packaged Optics (CPO) solution with integrated lasers aimed at AI data centers.
Wednesday 20 March 2024
Micro LED's 5 challenges in mass production: Q&A with VueReal CEO Reza Chaji
Apple Inc.'s recent decision to give up a Micro LED smartphone collaboration with ams OSRAM forced the latter to sell its new factory in Malaysia to deal with the strategic change. Reza Chaji, CEO of VueReal, a Micro LED startup company based in Ontario, Canada, gave his insight on the challenges of the Micro LED industry during an exclusive interview with DIGITIMES.
Monday 18 March 2024
FiO venturing into the future of carbon credits with Web 3.0
In the face of an impending climate crisis, the global carbon compliance and voluntary credit market are projected to soar to unprecedented heights, reaching a staggering US$2.68 trillion by 2028, with a compounded annual growth rate (CAGR) of 18.2%. At the forefront of this transformative shift stands FiO, a US-SG-based Web 3.0 startup poised to offer a fresh perspective on the carbon credit market.
Wednesday 6 March 2024
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive research on LCD and OLED panel technologies and long-term observations of IT market trends.
Tuesday 27 February 2024
Synaptics CEO: the age of Edge AI has arrived
In recent years, Synaptics, a leading US-based IC design firm, has undergone a transformation, refocusing its efforts on IoT applications. This strategic shift included divesting its mobile Touch with Display Driver (TDDI) business and reallocating resources to the automotive electronics sector. Despite maintaining a robust presence in traditional areas like PC touchpads and fingerprint recognition chips, Synaptics has strategically expanded its IoT product line through acquisitions and in-house research and development.
Monday 26 February 2024
China's homegrown NearLink wireless tech to challenge Wi-Fi dominance, says DIGITIMES Research
NearLink (also known as SparkLink), China's homegrown wireless communication technology, entered commercialization in 2023 after being led by Huawei and supported by more than 400 Chinese companies. NearLink aims to reduce China's reliance on international standards, such as Wi-Fi and Bluetooth, dominated by the US.
Friday 23 February 2024
Creating new EV charging vision: Q&A with Chander Electronics general manager Robert Lo
As one-sixth of new car buyers worldwide purchased EVs in 2023, the vehicle has gradually become part of people's daily lives. In September last year, Taiwan-based Chander Electronics released the island's first charging robot, E-Hero, to disrupt the market.
Wednesday 21 February 2024
Tech giants reshuffle amid AI surge: insights from former Microsoft Research Asia VP
The tech industry's resurgence and restructuring driven by the AI wave have led to a reshuffling of market value rankings among major players like Microsoft, Apple, Nvidia, and Google, sparking interest in how business models evolve.
Monday 19 February 2024
Colley Hwang: Taiwan-Japan best match in semiconductor synergy
Geopolitical pressures and changes in industrial structure are driving strategic collaborations among semiconductor companies, with various countries or regions incentivized for partnerships, particularly Taiwan and Japan. However, support from Taiwan, Japan, and South Korea is essential to establish ICT supply chains in emerging countries such as South Asia and Southeast Asia.
Thursday 15 February 2024
Canada welcomes Taiwanese semiconductor industry to the North American semiconductor corridor
Canada is following in the footsteps of various countries to participate in the ongoing reshoring recalibrations for the semiconductor supply chains and develop its competitiveness in semiconductors.
Thursday 15 February 2024
Why TSMC may have different strategies in Japan and Arizona? Q&A with former TSMC General Counsel Richard Thurston
Asia Pacific (Japan, Korea, Taiwan, China, and Singapore) accounts for 84% of global chip exports and is home to 10 of the 16 semiconductor exporters and the top six suppliers, which includes Taiwan Semiconductor Manufacturing Company (TSMC). The leading pure-play foundry will celebrate the inauguration of its first fab in Kumamoto, Japan, on February 24, 2024.
Wednesday 7 February 2024
Software is key to AI PC's success, says DIGITIMES Research
We are seeing the most standardized specifications of AI hardware with the launch of AI PCs, and the operating system and the apps will be key to defining the "AI" on the PCs as a genie or a white elephant, said DIGITIMES Research analyst Joyce Chen, who just recently released a report regarding AI PC.
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview with DIGITIMES, Doris Hsu, chairperson of the Sino-American Silicon Products (SAS) Group, talked about the opportunities SiC devices would bring to Taiwan's semiconductor industry.
Monday 5 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (I)
China-based companies are expected to march into the compound semiconductor segment in 2024 as they solve the bottleneck of SiC crystal growth and are recognized by global companies like Bosch, Infineon, and STM.
Friday 2 February 2024
Why TSMC's Japan experience is good for its German fab: Q&A with DIGITIMES advisor Albert Lin
Having to overcome ramps and bumps on its internationalization journey, Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading pure-play foundry, is learning to act globally and think locally while expanding overseas. Owing to the assistance and support of the Japanese government, the construction of TSMC's first fab of its joint venture in Kumamoto, Japan, has been progressing smoothly and on schedule for mass production in the fourth quarter of 2024.
Research Report Database
Summary of Tech Supply Chain News!
AIoT
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research