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NEWS TAGGED ANALYSIS
Friday 12 January 2024
CIS price hikes reflect Samsung's new strategy
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to...
Tuesday 9 January 2024
Legacy automakers and Chinese EVs: collaborative strategies under paradigm shift, says DIGITIMES Research
As the saying goes, 'If you can't beat them, join them.' China's growing expertise in electric vehicles (EVs) is causing a seismic shift in the industry, altering the dynamics...
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the...
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence...
Thursday 4 January 2024
MSScorps expanding analysis lab capacity in Taiwan, Japan, and China
Semiconductor material and failure analysis service provider Material Science Service (MSScorps) has disclosed plans to expand capacity at its factory sites in Taiwan, Japan, and...
Wednesday 3 January 2024
Chinese chip firms' valuations outperform local market in 2023; equipment shines
China's semiconductor firms in the IC packaging & testing, equipment, foundry, and IC design industries performed much better than their IDM, materials, optoelectronics, and memory...
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.
Thursday 28 December 2023
Will high-NA EUVs become Intel's secret weapon to overtake Samsung and TSMC at 2nm node?
Intel has reportedly acquired 6 high-NA EUV lithography machines from ASML, which is scheduled for shipment in 2024, according to South Korean media outlets. Intel's fast adoption...
Thursday 28 December 2023
Free-space optics indispensable as Taiwan's satellite development gains a military dimension
With photonic integrated circuits, above all silicon photonics, seeing a wave of industry hype owing to their vast potential in the datacom and telecom applications, relevant suppliers...
Tuesday 26 December 2023
Rumored 3nm attempt by SMIC seen as a near-impossible task
China-based pure-play foundry SMIC reportedly dedicated an R&D team to make 3nm chips, with only DUV lithography equipment available as the US blocked its access to EUV machines...
Monday 25 December 2023
With resurgence of combustion vehicles, is the road to EVs still a one-way street?
The recent termination of electric vehicle (EV) subsidies in Germany, coupled with a global surge in inflation, rising prices, and interest rates, has presented a hurdle for EV sales...
Friday 22 December 2023
Chip industry navigating growth and challenges in the evolving industry landscape
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced...
Thursday 21 December 2023
Charting the next frontier of AI evolution
In 2023, the generative AI market is poised to generate approximately US$3.7 billion in total revenue (physical infrastructure not included), as highlighted in a recent report by...
Wednesday 20 December 2023
China's EV expertise, geopolitics to change industry dynamics
EVs are on track to gain momentum in the coming years. In 2023, a price war intensified the industry's competition. Geopolitics facilitated the localization of production. Multiple...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...