Thursday 9 November 2023
AI's iPhone AppStore moment dawns as OpenAI announces custom GPTs and store platform
With OpenAI announcing custom GPTs for its paying customers at its first developer conference on November 6 and announcing a plan to launch a GPT marketplace in December, the iPhone Appstore/Google Play moment for artificial intelligence (AI) is here and now.
Wednesday 8 November 2023
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected, is benefiting from US restrictions.
Tuesday 7 November 2023
Best AI Safety is ensuring good guys innovate much faster: former Foxconn and MIH CTO William Wei
Although the world's first Artificial Intelligence (AI) Safety Agreement was signed in the UK last week, many top scientists who have the most amount of knowledge and expertise in AI, including William Wei, former Foxconn and MIH chief technology officer and now Executive VP, CMO to Taiwan-based AI startup Skymizer, voiced disagreement and concern over the overblown fear.
Monday 6 November 2023
Government incentives for developing semiconductor industry (2): fiscal measures and effects
Tax breaks, depreciation acceleration, research and development investment subsidization, and fiscal subsidies are typical forms of fiscal incentives for encouraging semiconductor industry investments, equipment procurement, and research and development.
Monday 6 November 2023
Taiwan's IC design houses under growing pressure as generative AI rewrites the game
Generative AI is making its way into edge devices: though there remain bottlenecks to overcome in terms of software and hardware, the overall trend is very significant. PC and mobile brands, chip manufacturers, and AI companies are all gearing up, hoping to introduce generative AI into consumer electronics to trigger a new wave of sales growth.
Monday 6 November 2023
Concurrent planning to get ahead: Exclusive interview with Canadian supply chain solution provider Kinaxis co-founder Duncan Klett
In an era defined by global economic shifts, supply chain complexities, and ever-increasing uncertainty, companies must constantly adapt to survive and thrive. One company at the forefront of this transformative journey is Kinaxis, a Canadian supply chain solution provider co-founded by Duncan Klett in 1984. Kinaxis is listed on the Toronto Stock Exchange, with a market cap of nearly US$3 billion as of November 2023.
Monday 6 November 2023
Telesat's 'Lightspeed' shines in Taiwan: expanding Asian horizons with LEO satellite project
In a significant move to foster global cooperation in the field of satellite industry, Telesat embarked on a mission to Taiwan and South Korea. The Ottawa-based company is actively engaging with both corporations and government agencies to introduce its ambitious Low Earth Orbit (LEO) satellite project known as "Lightspeed Constellation," which has raised its largest fund at US$500 million.
Friday 3 November 2023
AUO CEO Frank Ko on acquisition of BHTC
Panel giant AUO is targeting the automotive industry by acquiring BHTC, the company's first international acquisition. Frank Ko, CEO and president of AUO, admits his company was "quite jittery" when the acquisition was first announced, with automakers looking forward to AUO becoming a Tier 1 supplier.
Thursday 2 November 2023
Li Keqiang leaves one wondering the 'could-haves' in Chinese semiconductor development
"This might be one of the most advanced chips in the world," an official from the Belgium-based Interuniversity Microelectronics Centre (Imec) reportedly informed then-Chinese Premier Li Keqiang as he inspected a wafer during his 2018 visit to the semiconductor research institute. Three years before the visit, in June 2015, both Li and then-Belgian Prime Minister Charles Michel partook in a signing ceremony that saw Semiconductor Manufacturing International Corporation (SMIC), Huawei, Imec and Qualcomm co-investing to bring SMIC's 14nm process into volume production by 2020.
Tuesday 31 October 2023
Scottish rocket startup offers taxi-like satellite launch services as SpaceX alternative
In the dynamic landscape of space exploration and satellite deployment, Scottish-based startup Skyrora is making waves and offering a unique perspective. At the forum of TASTI 2023 organized by the Taiwan Space Agency (TASA), Skyrora emphasized the evolving launch industry and the pivotal role played by small startups. Volodymyr Levykin, Skyrora's CEO, unveiled that Skyrora set to make its first orbital launch early in 2024.
Tuesday 31 October 2023
Government incentives for developing semiconductor industry (1): applicable stages and effects
During the reorganization of global supply chains, opportunities are being created for countries that are semiconductor markets in which system manufacturers are based. Semiconductors, as the most critical component and device in systems, have become the subject of import replacement efforts that countries with system manufacturing capabilities are eager to undertake.
Monday 30 October 2023
EV tear-up findings of China auto chip localization: Q&A with UBS tech analyst Jimmy Yu
A recent UBS Evidence Lab's tear-up activity on a BYD Seal electrical vehicle showed that a high level of import substitution in automotive chips is taking place at China EV brands, and the trend is evident in the power semiconductor sector, said Jimmy Yu, China technology analyst, UBS Securities.
Wednesday 25 October 2023
Andrew Ng: GPU procurements need to be converted into revenue
AI expert Andrew Ng visited Taiwan at the end of September for a 4-day trip. Before leaving, he sat down for an interview with DIGITIMES and discussed his views on US tech giants, the trend of AI PCs, opportunities and challenges in the GPU market, and more.
Tuesday 24 October 2023
How to interpret China's investigations into Foxconn?
The Chinese state-owned media Global Times reported recently, citing sources, that the Chinese tax authorities have conducted audits of Foxconn Group in Guangdong and Jiangsu, among other regions, while the natural resources department has initiated investigations into Foxconn's land use in Henan and Hubei. From the perspective of the industrial supply chain, in the short term, this event is unlikely to have a direct impact on Foxconn's business. However, for many foreign enterprises with operations in China, including Foxconn's future plans, it could potentially have long-term and profound effects.
Monday 23 October 2023
IQE CEO Americo Lemos: Taiwan to serve as key base for compound semiconductors in Asia
UK compound semiconductor firm CEO Americo Lemos said that IQE is aiming to establish Taiwan as an important development base for compound semiconductors in Asia to overcome the changing geopolitical and supply chain restructuring challenges, and expects to increasingly use Taiwanese wafer foundries for gallium arsenide (GaAs) and gallium nitride (GaN).
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