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NEWS TAGGED COMMENTARY AND ANALYSIS
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
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...
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.
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...
Friday 29 December 2023
O-RAN openness spirit questioned amid limited suppliers in AT&T-Ericsson deal
As 2023 draws to a close, Open Radio Access Network (O-RAN), once seen as a promising innovation, has witnessed limited progress amid a global economic slowdown. Omdia estimates predict...
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
Chinese automakers' offense drives global car industry development
China's automotive industry reached a milestone in 2023. The country became the world's largest car exporter this year and saw the homegrown automakers occupy over 50% of the domestic...
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...
Wednesday 27 December 2023
A paradigm shift in semiconductor materials development (1)
There are three ways to grow the economic scale in the modern-day semiconductor industry: continuous miniaturization of processes, advanced packaging, and the application of new ma...
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...