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Wednesday 21 February 2024
Generative AI in legal crosshairs (Part 1)
Since its launch in November 2022, ChatGPT has garnered global attention, becoming a trend across various industries.
Wednesday 21 February 2024
With reported returns of Vision Pro, how can Apple get the market to accept an imperfect product?
It has been nearly three weeks since Apple launched the Vision Pro on February 2. While some users have praised the experience and visual performances, Vision Pro's honeymoon phase appeared to be short as it has been reported that Apple has seen a wave of returns, likely due to the device's comfort levels, the depth of supported applications, and the richness of its content.
Tuesday 20 February 2024
Gelsinger's plans to turn Intel around with IDM2.0 and IFS
After leaving Intel for 12 years, former Chief Technology Officer Pat Gelsinger returned in mid-February 2021 to take over as Intel's eighth CEO. However, compared to his tenure from 1979 to 2009, when Intel rose to dominate the global semiconductor industry, the Intel Gelsinger inherited was in crisis, grappling with generational shifts, surrounded by formidable competitors, and facing rapid profit decline.
Monday 19 February 2024
Colley Hwang: Taiwan-Japan best match in semiconductor synergy
Geopolitical pressures and changes in industrial structure are driving strategic collaborations among semiconductor companies, with various countries or regions incentivized for partnerships, particularly Taiwan and Japan. However, support from Taiwan, Japan, and South Korea is essential to establish ICT supply chains in emerging countries such as South Asia and Southeast Asia.
Friday 16 February 2024
Initial reactions to Apple's Vision Pro: interesting but flawed
It has been almost two weeks since the launch of Apple's Vision Pro on February 2, and many early reviews of it have started to come out. Initial reactions to Apple's long-awaited new product line appear mixed, with many reviews pointing out its impressive hardware capabilities and unique spatial computing features. However, it's also widely acknowledged as a flawed product, primarily due to its selling price, battery life, overall comfort, and lack of content.
Friday 16 February 2024
Now is the time to embrace Canada for an integrated North American semiconductor supply chain
The aftermath of the COVID-19 pandemic has sparked many economies to address the disruptions caused throughout the global semiconductor supply chain. Whether the result of so-called "security nationalism," unsettled competitive trading regimes, or warfare destabilization, we are experiencing a new competitive era in semiconductor manufacturing. Canada has become a major participant in those ongoing reshoring recalibrations (Canada's semiconductor industry can be traced back to Nortel in the late-1960's).
Thursday 15 February 2024
Canada welcomes Taiwanese semiconductor industry to the North American semiconductor corridor
Canada is following in the footsteps of various countries to participate in the ongoing reshoring recalibrations for the semiconductor supply chains and develop its competitiveness in semiconductors.
Thursday 15 February 2024
Why TSMC may have different strategies in Japan and Arizona? Q&A with former TSMC General Counsel Richard Thurston
Asia Pacific (Japan, Korea, Taiwan, China, and Singapore) accounts for 84% of global chip exports and is home to 10 of the 16 semiconductor exporters and the top six suppliers, which includes Taiwan Semiconductor Manufacturing Company (TSMC). The leading pure-play foundry will celebrate the inauguration of its first fab in Kumamoto, Japan, on February 24, 2024.
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding of the semiconductor industry may have underestimated the challenge and may not end well, semiconductor veterans suggested there are better alternatives that can reduce costs and increase the probability of success.
Wednesday 14 February 2024
In the AI-powered ecosystem wars, IC is king-maker
Cutting through the noise generated by the rise of AI, IC design firms are still the main drivers of core-related technologies.
Wednesday 7 February 2024
Software is key to AI PC's success, says DIGITIMES Research
We are seeing the most standardized specifications of AI hardware with the launch of AI PCs, and the operating system and the apps will be key to defining the "AI" on the PCs as a genie or a white elephant, said DIGITIMES Research analyst Joyce Chen, who just recently released a report regarding AI PC.
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's new-generation high-end mobile processors using 5nm process technology within 2024, according to a Financial Times report citing sources.
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview with DIGITIMES, Doris Hsu, chairperson of the Sino-American Silicon Products (SAS) Group, talked about the opportunities SiC devices would bring to Taiwan's semiconductor industry.
Tuesday 6 February 2024
Japan's semiconductor renaissance (2): advanced packaging and materials
The Japanese government's efforts to attract foreign semiconductor investment have been very effective, with almost every major international semiconductor manufacturer responding to the call. In addition, Rapidus, a company formed by a consortium of local companies, is also targeting the development of cutting-edge processes.
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.