CONNECT WITH US
NEWS TAGGED ANALYSIS
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing...
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces...
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Monday 22 July 2024
Why didn't SK On make a profit in any of the 10 quarters since its establishment?
The SK Group views EV-related businesses as a key growth area for the future, which is why its battery subsidiary SK On invested over KRW20 trillion (US$14.5 billion) to expand its...
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without...
Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the...
Friday 12 July 2024
Potential trade war as China prepares countermeasures against EU tariffs on EVs
The European Union has announced additional tariffs of up to 38.1% on electric vehicles from China.
Monday 8 July 2024
Innolux's transformation journey: from display panel to advanced semiconductor packaging
Innolux Corporation, a leading display panel manufacturer, is undergoing a significant transformation as it ventures into the semiconductor field with its Fan-Out Panel Level Packaging...
Monday 24 June 2024
Intel Foundry's 3nm process is catching up fast, should Samsung worry about it?
Samsung and Intel are trying to overtake TSMC, but TSMC chairman C. C. Wei's answer to that challenge is: "No way!"
Friday 21 June 2024
RISC-V's rapid growth and hurdles ahead: US-China tech tensions and ecosystem fragmentation
RISC-V, an open standard instruction set architecture, has garnered global attention due to its royalty-free nature and adaptability for custom hardware development.
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Friday 7 June 2024
China Resources' acquisition of JCET shares is killing two birds with one stone
In March, China Resources announced the stunning news of acquiring SMIC's shares of JCET Group, a packaging and testing firm invested by China's National IC Industry Investment Fund...
Thursday 6 June 2024
Intel's Lunar Lake rescued by TSMC 3nm process?
Intel CEO Pat Gelsinger's keynote at COMPUTEX 2024, specifically mentioned the collaboration with TSMC, which allowed Intel to realize the mass production of Lunar Lake in advancing...
Thursday 6 June 2024
How hard to snatch 2nm foundry orders from TSMC?
Semiconductor foundry companies have started to compete in the 2nm process shortly after their 3nm production lines started humming to mass produce for customers. There is something...
Wednesday 5 June 2024
How Taiwan is related to Nvidia's rise to stardom in the AI Era

Nvidia, founded in 1993, has established itself as a leading player in the Graphics Processing Unit (GPU) market.