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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 25 August 2023
The real reason why China is falling behind as the US' third largest exporter
The cumulative trade statistics from January to May this year released by the US Department of Commerce made the news around the globe in July. Mexico has surpassed China and become...
Thursday 24 August 2023
Standardize automotive semiconductor component specs to maximize wins
Electrical vehicles (EV) and autonomous vehicles (AV) will be the two largest semiconductor applications in the future. However, there is still no unified specification for EV/AV...
Wednesday 23 August 2023
SMIC's unspoken mission and Huawei's 5G smartphone chips
As Huawei boldly proclaimed the comeback of its flagship 5G smartphone in early August, rumors about Huawei commissioning China's largest semiconductor foundry SMIC to break through...
Tuesday 22 August 2023
Can AI and EV chip demand salvage semiconductor equipment spending?
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion...
Thursday 17 August 2023
Intel foundry ambition hits a rock with Tower acquisition deal falling through
Failing to get approval from Chinese authorities for the US$5.4 billion deal to acquire Tower Semiconductor, Intel CEO Pat Gelsinger had to throw in the towel and call off the plan...
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers...
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Monday 14 August 2023
Becoming an entrepreneur: insights from industry experts
On July 28th, Friday, at the Company Venture in New York City, the North America Taiwanese Engineering & Science Association...
Thursday 10 August 2023
Green hydrogen is valid green energy source for Taiwan's semiconductor industry, says DIGITIMES Research
As more and more companies participating in the RE100 initiative will use 100% green energy by 2030–2050, green hydrogen is a key option in the long-term global energy transition...
Monday 7 August 2023
TSMC and Taiwan's raison d'etre: solution provider for the toughest assignments
Having just celebrated the inauguration of its Global R&D Center building in Hsinchu, TSMC has made clear that Taiwan will remain the core hub of its innovation and advanced-node...
Wednesday 2 August 2023
Taiwan, US, and allies' over-emphasis on advanced node IC manufacturing faces blind spots
There is a big blind spot for Taiwan and all other countries dishing out CHIPS Act subsidies only to advanced-node semiconductor manufacturing capacities: innovations on mature nodes,...
Monday 31 July 2023
TSMC complements shortcomings with a win-win investment in Japan
TSMC, which is under pressure from major countries to set up factories overseas, has been criticized for receiving subsidies from the US and Germany by Intel and GlobalFoundries respectively...
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Wednesday 26 July 2023
Taiwan's semiconductor industry faces dilemma of carbon lock-in
Several semiconductor companies in Taiwan are among the world's top-ranking companies in various ESG ratings, but they are not immune to a potential carbon lock-in effect due to the...
Friday 21 July 2023
Lisa Su: AI makes the next 10 years much, much more exciting
AMD chair and CEO Lisa Su came to Taiwan this week for business meetings, as well as to receive an honorary doctorate degree from the National Yangming Chiaotung University in Hsinchu...