CONNECT WITH US
NEWS TAGGED COMMENTARY
Thursday 13 July 2023
South Korea's 10-year R&D plan comes after Taiwan
Following the previous announcement of the 10-year semiconductor industry development plan by former South Korean President Moon Jae-in, in May 2023, the Ministry of Science and ICT...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Tuesday 11 July 2023
Foxconn remains committed to expanding chip business in India
Foxconn Technology (Hon Hai Precision Technology) has announced that the joint ventures it set up with the Vedanta Group in India would become wholly owned by Vedanta, with Foxconn...
Wednesday 5 July 2023
Morris Chang: globalization is redefined by "national security"
Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) founder Morris Chang is again in the limelight, lamenting the "death of globalization." In a keynote speech at the Chinese National...
Tuesday 4 July 2023
Symbolic or strategic? China's export controls on compound semiconductors
On the evening of July 3, China's Ministry of Commerce (MOFCOM) and General Administration of Customs (GAC) announced export control measures on gallium- and germanium-related semiconductor...
Tuesday 20 June 2023
Qualcomm tries to boost PC market share via 'Apple Silicon' path for its Oryon processor
Qualcomm promoted the concept of "hybrid AI" at COMPUTEX 2023, emphasizing that both machine learning and generative AI require the joint cooperation of edge and cloud AI to realize...
Monday 19 June 2023
Autonomy and regionalization jeopardize the "neutrality" underpinning chip industry growth
As geopolitical competition and the concept of national security gain a technological dimension, fueled by US-China rivalry and the post-pandemic supply chain disruption, semiconductors,...
Monday 19 June 2023
Unraveling the future: XR's momentous leap and ongoing journey
The year 2023 stands as a pivotal moment in Extended Reality (XR). If historians were to select a period to study this chapter of spatial computing history, they would likely focus...
Monday 19 June 2023
How productization elevated GPT to ChatGPT: the evolution of language models
ChatGPT, the chatbot that uses the GPT language model developed by OpenAI, has become the fastest-growing consumer application in history, according to a UBS study. Since its release...
Friday 16 June 2023
The 'razor and blades' of IoT
I have observed that in the development process of smart IoT (Internet of Things), most companies want to sell expensive IoT and big data solutions to customers, which is like putting...
Wednesday 14 June 2023
AMD faces path dependency struggle as it challenges Nvidia with MI300X AI GPU
Advanced Micro Devices Inc. (AMD) on June 13 revealed its most-advanced GPU for artificial intelligence (AI), the MI300X, trying to get a bigger bite of the pie of the GPU market...
Friday 2 June 2023
Who will foot the chip bill for extra tax? Taiwan-US signs first trade pact without resolving tax issues
After months of negotiations, Taiwan and the U.S. signed the first agreement under the U.S.-Taiwan Initiative on 21st-Century Trade on June 1 in Washington D.C. It outlines practices...
Thursday 1 June 2023
The world is evolving faster than we imagined
ChatGPT has swept across the world with roaring momentum, accumulating a million users in just five days. For comparison, Facebook and Netflix took 10 months and 41 months respectively...
Wednesday 24 May 2023
Quit the geopolitical conspiracy theory on Oppo's chip design flop
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China...
Wednesday 24 May 2023
Chiplet getting trendy but SMIC misses out on opportunities
Semiconductor Manufacturing International Corp. (SMIC), the leading chip foundry company in China, is missing out on the opportunity brought by chiplet technologies, as Beijing Municipal...