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Monday 15 January 2024
Chinese satellite industry plays catchup as application and chip innovations hold the key forward
China's satellite industry is expecting a high-growth period driven by an increasing number of application scenarios, especially in the mobile and automotive sectors. Entering 2024, Chinese smartphone brand Oppo, for instance, revealed its Find X7 Ultra with direct satellite communication ability in early January, while Xiaomi is expected to release its first phone with two-way satellite connectivity, Xiaomi 14 Ultra, in the first quarter of 2024.
Monday 15 January 2024
CES 2024 observation: Will AI PC take off from just a new Copilot key?
The CES event at the start of every year is seen as a place where trends in the tech sector can be observed. At CES 2024, we witnessed AI PCs emerge as a common theme, signaling that it will be a trend in the tech sector for 2024.
Monday 15 January 2024
CES 2024: Competition between MediaTek and Qualcomm extends from products to ecosystems
The scale of CES 2024 has further expanded compared to the past, with Qualcomm and MediaTek showcasing their full range of technological solutions. The two firms had different end applications as Qualcomm emphasized advancements in the automotive electronics field, while MediaTek brought a complete Wi-Fi 7 solution and collaborative products. Nevertheless, the content displayed by both parties was relatively consistent, covering various domains such as smartphones, PCs, automotive, AIoT, and more.
Friday 12 January 2024
Micro LED shines at CES 2024, face-off against OLED likely to loom in 2026
Micro LED technology reached a significant milestone in 2023, marked by Samsung Electronics launching its 89-inch Micro LED TV to the terminal market and AU Optronics (AUO) rolling out its first Micro LED watch panel. With a strong presence at CES 2024, Micro LED is poised for substantial growth in various applications.
Friday 12 January 2024
CIS price hikes reflect Samsung's new strategy
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to cope with the market situation.
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as described by the "flying geese" theory. The period between the collapse of the USSR in 1990 and before the 2008 Beijing Olympics can be considered the golden years of "globalization."
Wednesday 10 January 2024
Navigating uncharted waters of the 'Silicon Era of Discovery'
In 1492, Queen Isabella of Spain drove out the Moors and supported Christopher Columbus in discovering the New World, evoking a pivotal moment in the Age of Discovery.
Tuesday 9 January 2024
Legacy automakers and Chinese EVs: collaborative strategies under paradigm shift, says DIGITIMES Research
As the saying goes, 'If you can't beat them, join them.' China's growing expertise in electric vehicles (EVs) is causing a seismic shift in the industry, altering the dynamics of the international chessboard.
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance the functionality of their system products. However, the formation of the industry began with Intel in Silicon Valley.
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the AI chip supply chain. The expected surge in mature and legacy node chips from China in the next few years has also inspired UMC to take steps to diversify its business. These trends are well captured by DIGITIMES Asia's 2023 Semiconductor Market Cap 100 report.
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence (AI) are advancing at exponential speeds.
Thursday 4 January 2024
Navigating the AI+ era: New frontier in product development
In the dynamically shifting terrain of technological advancement, the influence of Artificial Intelligence (AI) in molding various industries is becoming more pronounced and pivotal. ProductCon, a leading product conference in San Francisco, provided profound insights into this trend. The conference underscored the critical importance of AI in product development and management, evidenced by the sessions focused on its wide-ranging implications and practical applications. This article aims to provide a comprehensive review of AI's diverse industry usage cases, shedding light on its transformative impact and future potential.
Wednesday 3 January 2024
A paradigm shift in semiconductor materials development (2)
In the decade since AlphaGo was introduced, neural networks in machine learning have been gradually applied to various industrial and commercial scenarios. One of the applications related to material development is the optimization of the material production process, which has been in industrial practice for some time.
Wednesday 3 January 2024
Chinese chip firms' valuations outperform local market in 2023; equipment shines
China's semiconductor firms in the IC packaging & testing, equipment, foundry, and IC design industries performed much better than their IDM, materials, optoelectronics, and memory compatriots in terms of market capitalization in 2023, according to DIGITIMES Asia 2023 top 100 semiconductor market cap ranking report. Recent sales reports also reflect a robust recovery of business on the way.
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.