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Friday 15 March 2024
Vision Pro unlikely to replace handheld devices like iPhone in the short term
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While this likely won't happen any time soon, looking ahead, the release of Vision Pro has undoubtedly brought attention to spatial computing. The ability to allow users to interact with virtual objects naturally and intuitively has also brought a certain level of novelty to the industry.
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Thursday 14 March 2024
Taiwan IC design firms join Arm Total Design platform to enhance ASIC service capability
The hot demand for AI chips and the trend for cloud AI tech differentiation attracted unexpected attention to Application-Specific Integrated Circuit (ASIC) design services lately.
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.
Wednesday 13 March 2024
Air cargo capacity shortage could be supply chain breaking point
The shipping industry, passenger or cargo, has slowly recovered to pre-COVID-19 levels. It is worth noting that since air cargo capacities were booked up by e-commerce demand, failing to make appropriate adjustments in shipping components by air for regional production schedules may result in a breaking point in the supply chain.
Wednesday 13 March 2024
How deep is Nvidia's moat? CUDA may not be invincible forever
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough in the short run due to multiple restrictions. However, AMD and other competitors will eventually find a way to overcome Nvidia's dominance in the AI chip market.
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone evolved from being a traditional one-way messaging tool to a carrier that could upload and download data, and the world took a giant leap forward with the transmission of large amounts of data.
Friday 8 March 2024
CHIPS Act funding still waiting for progress as Biden's State of Union Address promises little
US President Joe Biden said in his 2024 State of the Union Address that America is rising and has the lowest trade deficit with China in over a decade. A response from the Semiconductor Industry Association (SIA) urges the US government to make progress on the CHIPS Act soon.
Friday 8 March 2024
Generative AI in legal crosshairs (Part 2)
In December 2023, "The New York Times" (NYT) took legal action against OpenAI's ChatGPT and Microsoft's Copilot language models. The newspaper explicitly accused generative AI of reproducing their content word-for-word.
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in detail the key factors that drove the growth.
Thursday 7 March 2024
British Nvidia's uncertain future: Graphcore weighs sale amidst financial and geopolitical woes
Amid Nvidia's historic achievement of reaching a market value of US$2 trillion, attention shifts to its rivals.
Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach CNY1.67 trillion (US$232 billion), surpassing its moderate GDP growth target set at around 5%. In the government work report delivered by China's Premier Li Qiang, the term "peaceful reunification" has been dropped, a change that was soon picked up by international media.
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore the century and the world as we have experienced it.
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.
Wednesday 6 March 2024
2024 Industrial Outlook (5): the cliff-like economic growth model
Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated by the International Monetary Fund (IMF), the statistics show how human economic activity has evolved over the past 2,000 years.