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Tuesday 26 March 2024
Apple CEO's Shanghai trip highlights focus on Chinese market
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.
Monday 25 March 2024
Exclusive: Taiwan supply chain helps Micron to achieve early HBM3E mass production
Support from Taiwan's supply chain was behind US memory IDM Micron's successful mass production of its latest-generation high bandwidth memory (HBM) product – HBM3E – ahead of other competitors, to supply Nvidia's H200 GPU in 2024.
Monday 25 March 2024
Green energy dilemma: Taiwan faces electricity price surge
In a pivotal move, Taiwan's Ministry of Economic Affairs (MOEA) has convened to discuss the impending surge in electricity prices, slated to take effect in April. The decision, marking an approximate 11% hike in electricity rates, is poised to shake up the island nation's energy landscape, particularly impacting heavy electricity consumers.
Monday 25 March 2024
'Green inflation' and 'secular stagnation', which will come first to AI?
An electricity price hike in Taiwan may ignite a butterfly effect on the Artificial Intelligence (AI) industry and supply chains.
Friday 22 March 2024
Does Toyoda sell a solid hydrogen future?
In a speech in January 2024, Toyota chairman Akio Toyoda said battery EVs (BEV) can only take up at most 30% market share, no matter how much the vehicle progresses. Hybrid EVs (HEV), hydrogen fuel cell EVs (FCEVs), and hydrogen fuel-burning vehicles will account for the rest, he added.
Friday 22 March 2024
Is the Chinese automotive LED market still worth entering?
The rapid growth of the Chinese EV market has driven LED firms to the automotive market, making the automotive LED market a dangerous territory.
Thursday 21 March 2024
Hackers can turn your EV into a deadly weapon
Just when you thought it was safe to get back in the EV.
Thursday 21 March 2024
Exclusive: Canadian silicon photonics firm Ranovus partners with MediaTek to seize AI opportunities
Ranovus, a Canadian silicon photonics scaleup company specializing in high-speed optical interconnect chips, announced on March 20, 2024, a groundbreaking partnership with MediaTek Inc., Taiwan's leading fabless semiconductor firm, to deliver the industry's first 6.4Tbps Co-Packaged Optics (CPO) solution with integrated lasers aimed at AI data centers.
Wednesday 20 March 2024
Micro LED's 5 challenges in mass production: Q&A with VueReal CEO Reza Chaji
Apple Inc.'s recent decision to give up a Micro LED smartphone collaboration with ams OSRAM forced the latter to sell its new factory in Malaysia to deal with the strategic change. Reza Chaji, CEO of VueReal, a Micro LED startup company based in Ontario, Canada, gave his insight on the challenges of the Micro LED industry during an exclusive interview with DIGITIMES.
Wednesday 20 March 2024
Go or stay? ASML wades from geopolitics into domestic politics
Following media reports that the Netherlands-based lithography equipment leader ASML is harboring thoughts to move its operations abroad, the country's political climate, especially the recent electoral victory of the far-right Party for Freedom (PVV), has come under the industrial spotlight.
Monday 18 March 2024
FiO venturing into the future of carbon credits with Web 3.0
In the face of an impending climate crisis, the global carbon compliance and voluntary credit market are projected to soar to unprecedented heights, reaching a staggering US$2.68 trillion by 2028, with a compounded annual growth rate (CAGR) of 18.2%. At the forefront of this transformative shift stands FiO, a US-SG-based Web 3.0 startup poised to offer a fresh perspective on the carbon credit market.
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have migrated to other regions, but are still highly dependent on chips produced in Taiwan. Thus the destinations of semiconductor exports may gradually shift to different locations.
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.
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Summary of Tech Supply Chain News!
AIoT
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research