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Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid, it generally encompasses nodes of 15nm and above that Chinese manufacturers can produce, though some definitions extend to 7nm
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between Chinese and Taiwanese companies. Luxshare, now third in revenue, stands out for maintaining its margins amid rapid sales growth. This achievement goes beyond government subsidies, showcasing the company's bold ambition and strategic approach to navigating complex challenges in a competitive market
Wednesday 29 January 2025
2D FET gaining attention for overcoming challenges in logic chip miniaturization
During the keynote speech at the IEEE International Electron Devices Meeting (IEDM) held at the end of 2024, 2D Field Effect Transistors (2D FET) and carbon nanotubes were mentioned as potential future technologies for logic ICs
Tuesday 28 January 2025
EMS Watch: insights on the ranking shifts of the EMS sector
In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that "the bigger, the stronger" seems to be the prevailing trend, crucial insights lie beneath the headline figures
Tuesday 28 January 2025
Simeon Denis Poisson's work in probability theory underpins modern AI and machine learning applications
The Poisson distribution is widely used in artificial intelligence (AI) and machine learning. In Bayesian inference, probability distributions often help solve problems that would otherwise be difficult to address. A specific application is Poisson regression, a type of regression analysis designed for modeling count data. For instance, Poisson regression can be used to estimate the frequency of catching a cold after flying or predict the number of emergency service calls during an event
Monday 27 January 2025
EVs steadily growing; fuel cell EVs align with the future
As environmental awareness rises, consumer demand for electric vehicles (EVs) is gradually increasing, providing opportunities for the development of the EV market. The Taiwanese government is actively promoting EV development by implementing various policies and subsidy measures to encourage R&D and usage
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025. Furthermore, Google will acquire non-exclusive licensing rights to HTC's XR intellectual property for a sum of US$250 million
Friday 24 January 2025
Global server shipments to see CAGR of 4% from 2024-2029, says DIGITIMES Research
Global server shipments are projected to grow at a compound annual growth rate (CAGR) of 4% from 2024 to 2029. However, in 2025, the recovery momentum for servers is expected to be suppressed due to an unstable macroeconomic environment, the new tariff policies implemented during Trump's administration, and ongoing US-China geopolitical competition. This will result in a low shipment growth rate of just 3.9% for the year, according to DIGITIMES
Friday 24 January 2025
US reduces AI regulatory oversight, shifts to industry self-regulation
In a sweeping policy shift, the Trump administration has repealed 78 executive orders from former President Joe Biden's administration, including crucial directives on AI development and safety protocols. This dramatic rollback has fueled speculation about the new administration's strategy to accelerate US-based AI companies' growth
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier, SK Hynix
Monday 20 January 2025
China condemns Biden's final chip restrictions as 'irrational'
Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking effect just ahead of the Chinese Spring Festival
Friday 17 January 2025
The era of 'subtraction': Q&A with HCMF Group executive director Jeffrey Hsi
Taiwan-based HCMF Group, a long-standing supplier of automotive parts and systems to global Tier 1 OEMs, operates nearly 30 sales, manufacturing, and R&D facilities worldwide. The company provides comprehensive automotive electromechanical system solutions and recently showcased its cross-industry collaborations at CES 2025. Partners such as AUO, AGC, Inventec, TMY Technology, BenQ Materials, and Kinpo Group contributed to HCMF's efforts to redefine intelligent mobility through groundbreaking innovations and seamless integration capabilities
Friday 17 January 2025
Trump's policy likely to increase US carbon emissions by 4 billion tons of CO2 equivalent, says DIGITIMES Research
The return of Donald Trump to power introduces substantial uncertainty in the progression of global climate change initiatives. An analysis by DIGITIMES Research delves into his energy policies, examining their impact on the green energy sector within the US and the broader global energy landscape. The publication projects the potential trajectory of the industry through the year 2025
Tuesday 14 January 2025
At CES 2025, AI takes center stage as automotive companies showcase cutting-edge advancements
CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers
Monday 13 January 2025
Chinese firms avoid US sanctions through legal appeals
Six Chinese companies have recently been removed from the US Department of Defense's (DOD) list of Chinese military companies, providing temporary relief from sanctions. This development highlights a growing trend of Chinese firms taking proactive measures amid escalating US-China tensions