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NEWS TAGGED COMMENTARY
Friday 23 February 2024
As Nvidia's downgraded AI chips go unwanted in China, who is the biggest beneficiary?
Recently, DIGITIMES has had several reports and comments regarding Nvidia's launch of the 2-gen downgraded AI chip H20 designed exclusively for China, but a lack of interest from...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
AI server reality check: Foxconn's Young Liu raises doubts amidst industry hype
In 2023, AI took the global tech scene by storm, not just lighting up the tech industry's dim outlook but also emerging as a linchpin for supply chain players eyeing a market resur...
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.
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...
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,...
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...
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...
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.
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...
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...
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Monday 29 January 2024
Tesla, Apple Car sees crisis and opportunity simultaneously
Apple was reported to be downgrading its vehicle autonomy before Tesla released the financial results that did not meet market expectations. The two US-based EV makers have experienced...
Monday 29 January 2024
Japan's semiconductor renaissance (1): manufacturing and equipment
In the second half of the 1990s, Samsung Electronics came to the forefront of Dataquest's DRAM manufacturer rankings. NEC and Toshiba were in second and third place, and other Japanese...
Monday 29 January 2024
Research Insight: UMC's alliance with Intel starts new chapter in foundry competition
Intel and UMC's announcement to work together in developing 12nm processes has been lauded as a creative move. DIGITIMES Research believes that because of the complementary nature...