CONNECT WITH US
NEWS TAGGED COMMENTARY
Tuesday 23 April 2024
Falling EUV equipment orders suggest China and Intel drive ASML's performance
ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has become accustomed to having tens...
Tuesday 23 April 2024
What did Tim Cook's SEA visit tell us?
Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19.
Monday 22 April 2024
Will Taiwan's government approve TSMC's plan to produce 2nm chips in America?
Upon TSMC Arizona's signing of a Preliminary Memorandum of Terms (PMT) with the Biden Administration, the decision to manufacture 2nm chips in its third fab and part of the second...
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With...
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters...
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes...
Friday 12 April 2024
Samsung faces first large-scale strike in history amid intensifying global competition
Samsung Electronics is caught in the history of the first collective strike crisis in South Korea amidst intensifying global semiconductor competition. Samsung's five labor unions,...
Thursday 11 April 2024
Research Insight: TSMC's investment in US will bear fruits
DIGITIMES Research analyzed the US CHIPS Act grant program for TSMC and found that although TSMC received US$6.6 billion compared to Intel's US$8.5 billion, the US government still...
Thursday 11 April 2024
The power of data in the AI age: the challenges of copyright and differentiating application
The concept of "data is the new oil" has been discussed for quite some time, but the advent of GenAI has truly showcased the value of data.
Tuesday 9 April 2024
How can Intel Foundry shake off 10 years of deficits?
According to the restructured accounting model of Intel Foundry (IF), it has been seeing continuous operational losses for three consecutive years from 2021 to 2023, totaling US$5.1...
Monday 8 April 2024
Why do quake-ridden Taiwan and Japan thrive in semiconductor industry?
After the 7.4 magnitude earthquake hit northeastern Taiwan, TSMC's speedy recovery to resume operation on the late evening of April 5 demonstrated the resilience and flexibility of...
Wednesday 3 April 2024
Red Jackal over Taiwan: Geosat CEO clears the air on drone scandal
Geosat's CEO Max Lo talks to DIGITIMES Asia about the Jackal controversy, cooperation with NATO, and why Hong Kong films are getting rubbish.
Tuesday 2 April 2024
Did Huawei achieve smartphone win at the expense of SMIC?
Is Huawei building its smartphone victory at the cost of SMIC's advanced chip manufacturing capacities?
Friday 29 March 2024
Strong international presence felt at 2024 Smart City Summit & Expo
The 2024 Smart City Summit & Expo (SCSE)/Net Zero City Expo recently concluded.
Tuesday 26 March 2024
TSMC + Japan: win-win situation or mutual exploitation?
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars...