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NEWS TAGGED COMMENTARY
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Monday 22 January 2024
Micron, Samsung, and SK Hynix vie for HBM dominance in AI era
The emergence of generative AI has made high-bandwidth memory (HBM) a bonanza, which helped the memory industry recover from huge losses due to inventory corrections in 2023.
Friday 19 January 2024
Who missed out on golden timing to capture AI opportunities with TSMC?
With TSMC's Kumamoto fab progressing more smoothly than expected and market rumors even speculating about TSMC's second and third fabs in Japan, people wonder whether TSMC will shift...
Wednesday 17 January 2024
2024 global election year risks: cross-strait tension, rare metal trade war
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December...
Tuesday 16 January 2024
Semiconductors opportunities in emerging markets
India is bound to be a strategic partner for the United States in terms of demographics, domestic market, software talents, and national strategy.
Monday 15 January 2024
CES 2024 review: automotive solutions remain highlights
While legacy carmakers like Toyota, Ford, and Tesla did not join the CES 2024, many luxury automakers and startups showcased their new EV models or even flying cars at the trade show...
Monday 15 January 2024
CES 2024 observation: Will AI PC take off from just a new Copilot key?
The CES event at the start of every year is seen as a place where trends in the tech sector can be observed. At CES 2024, we witnessed AI PCs emerge as a common theme, signaling that...
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Navigating uncharted waters of the 'Silicon Era of Discovery'
In 1492, Queen Isabella of Spain drove out the Moors and supported Christopher Columbus in discovering the New World, evoking a pivotal moment in the Age of Discovery.
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Thursday 4 January 2024
Navigating the AI+ era: New frontier in product development
In the dynamically shifting terrain of technological advancement, the influence of Artificial Intelligence (AI) in molding various industries is becoming more pronounced and pivotal...
Wednesday 3 January 2024
A paradigm shift in semiconductor materials development (2)
In the decade since AlphaGo was introduced, neural networks in machine learning have been gradually applied to various industrial and commercial scenarios. One of the applications...
Tuesday 2 January 2024
With Intel and AMD joining AI chip race, Nvidia takes one step ahead
With the rapid development of generative AI and large language model (LLM) applications, the data center AI chip market size will also leap upward in 2023. While competitors AMD and...
Friday 29 December 2023
ASML's High-NA EUV technology: Shaping the future of sub-2nm chips as US pushes ahead in semiconductor race
At the close of 2023, it's reported that TSMC and Samsung will delay the mass production of 4nm chips at their new fabs in the US from 2024 to 2025, posing a challenge to the Biden...