Manufacturing is the cornerstone of many Asian countries. Profet AI helps manufacturers improve efficiency by empowering their employees with AI. The Taiwan-based AI software developer has launched an ambitious plan to expand in Asia, especially China, Japan and Vietnam.
In 2024, the semiconductor sector will face several major changes. At the forefront of these changes are innovations in high-performance computing (HPC) and AI server supply chains. DIGITIMES will spotlight these transformations at the "2024 Next-Gen Intelligence Symposium" on November 3, 2023. The event will feature insights from DIGITIMES' senior analysts and industry experts from Supermicro, with the aim to offer a deep understanding of Asia's supply chain dynamics and the evolving tech landscape.
Even though major players including Samsung, SK Hynix, and Micron have already cut production significantly, the prices of DRAM and NAND Flash memory products took a nose dive in the first half of 2023. The global foundry industry's combined revenues in 2023 are also expected to shrink more than 10% on year after growth of nearly 30% in 2022, according to DIGITIMES Research. What is the chance for a market recovery in Q4? And how about 2024?
In alignment with trends across various sectors, semiconductor firms are vigorously exploring AI-powered solutions to refine operations and boost productivity. A notable development in this domain is the recent collaboration between Cadence and Renesas. In a conversation with DIGITIMES Asia, Jayashankar Narayanankutty, the Group Director of Cadence Design Systems, explained that this alliance is poised to influence every developmental initiative embarked upon in India.
Qualcomm recently announced that it will be launching a computing platform for motorcycles and various other types of mobile vehicles and that it will be collaborating with several companies, including Taiwan's Gogoro.
Optical component and lens maker Calin Technology has invested in the development of automotive lenses for more than a decade and has effectively penetrated the supply chains of Europe- and US-based car vendors. Additionally, the company is actively expanding production capacity in anticipation of a promising demand for high-end self-driving lenses and LiDAR lenses.
Taiwan's strength in hardware manufacturing has attracted satellite and launch vehicle manufacturing startups to the island, searching for supply chain partners as well as expanding their presence for potential customers in the region.
Professor Alberto Sangiovanni-Vincentelli is a legend of the electronic design automation (EDA) industry, but his stories were seldom told. DIGITIMES Asia is privileged to have this exclusive interview to share his wisdom and insights for the semiconductor industry during uncertain times in Part 1 of the interview. In Part 2, he recounts the founding of the world's two largest EDA tool companies that he co-established, and shares some exciting tech innovation projects that he is currently engaging with:
Gallium Nitride (GaN) semiconductor company Efficient Power Conversion (EPC) is taking a fresh stab at the power component landscape, challenging the longstanding silicon hegemony. The US-based firm recently made headlines due to its ongoing patent battle with China-based GaN leader, Innoscience.
Indian digital services and solutions provider Coforge is set to embed generative and other AI forms into its core operations. The recent introduction of 'Coforge Quasar,' a generative AI platform, underscores the company's interest in advancing enterprise AI capabilities. Notably, Quasar boasts an impressive suite of over 100 pre-integrated APIs ready for deployment.
Alberto Sangiovanni-Vincentelli, professor and Edgar L. and Harold H. Buttner Chair of Electrical Engineering and Computer Science Department at the University of California, Berkeley, sat down to an exclusive interview with DIGITIMES Asia at the sidelines of SEMICON Taiwan 2023 on September 8. As a legend who created two of the world's most prominent electronic design automation (EDA) companies and who has accumulated decades of knowledge and experience in the semiconductor industry, Professor Sangiovanni-Vincentelli shed light on how far generative AI can go as a tool to advance the semiconductor industry. He also shared his thoughts on the solution of geopolitical tensions surrounding the semiconductor supply chain. Here is part one of the interview:
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However, new challenges like geopolitics and supply chain/market regionalization are also just beginning. Who will be the one to emerge in this next generation? During the conversation between Avnet CEO Phil Gallagher and DIGITIMES founder Colley Hwang, they offered a basic direction for thought.
Light electric vehicles are rising in Asia. Canadian startup Zen Energy sees the opportunity and has developed batteries with quadruple lifetime for two and three-wheelers. The company has chosen India as a launchpad to expand its business in Asia.
In 2023, the world went through a "major shortage" in the semiconductor industry chain. However, though the economic situation quickly corrected, uncertainties such as inflation and interest rate hikes meant that end-user demand for consumer electronics remained sluggish.