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Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing he would not seek re-election and would support Vice President Kamala Harris as the Democratic candidate
LATEST STORIES
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also reiterated his belief that Taiwan should pay for defense and protection from the United States. However, a closer look reveals several misconceptions in Trump's statements regarding the US-China chip war
Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the United States. However, few have noticed that China's semiconductor exports growth and dollar amount during the first half of the year both exceeded that of automotive exports
Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling
Friday 12 July 2024
Potential trade war as China prepares countermeasures against EU tariffs on EVs
The European Union has announced additional tariffs of up to 38.1% on electric vehicles from China
Tuesday 9 July 2024
Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment in the semiconductor industry
Monday 8 July 2024
Innolux's transformation journey: from display panel to advanced semiconductor packaging
Innolux Corporation, a leading display panel manufacturer, is undergoing a significant transformation as it ventures into the semiconductor field with its Fan-Out Panel Level Packaging (FOPLP) technology. The company is closing its generation 5.5 TFT-LCD plant and has garnered attention due to its collaboration with TSMC on FOPLP development and potential interest from Micron Technology in acquiring the aforementioned plant
Monday 24 June 2024
Intel Foundry's 3nm process is catching up fast, should Samsung worry about it?
Samsung and Intel are trying to overtake TSMC, but TSMC chairman C. C. Wei's answer to that challenge is: "No way!"
Friday 21 June 2024
RISC-V's rapid growth and hurdles ahead: US-China tech tensions and ecosystem fragmentation
RISC-V, an open standard instruction set architecture, has garnered global attention due to its royalty-free nature and adaptability for custom hardware development
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors Intel and AMD's 41% and 47% gross margins, respectively, in the latest quarter. So how many high-end GPU chips did Nvidia sell
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry
Monday 17 June 2024
Partnership with Google TPU is logical choice for Apple to fuel computing power demand of Apple Intelligence
According to a recent Reuters report, Apple's "Apple Intelligence" technology has been rumored to use Google's Tensor Processing Unit (TPU) accelerators for early-stage training, illustrating the close cooperation between Apple and Google in the AI sector. Apple may even be using Google Cloud services
Thursday 13 June 2024
Apple doesn't want OpenAI partnership to overshadow Apple Intelligence
At WWDC 2024, Apple announced "Apple Intelligence," adding its own branding to the terminology of artificial intelligence (AI)
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions
Friday 7 June 2024
China Resources' acquisition of JCET shares is killing two birds with one stone
In March, China Resources announced the stunning news of acquiring SMIC's shares of JCET Group, a packaging and testing firm invested by China's National IC Industry Investment Fund (the "Big Fund"). The deal is a delicately calculated move rendering China Resources control over JCET and Sandisk
Thursday 6 June 2024
Intel's Lunar Lake rescued by TSMC 3nm process?
Intel CEO Pat Gelsinger's keynote at COMPUTEX 2024, specifically mentioned the collaboration with TSMC, which allowed Intel to realize the mass production of Lunar Lake in advancing AI PCs. This move raises questions about whether it is an attempt to repair the relationship with TSMC