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NEWS TAGGED COMMENTARY AND ANALYSIS
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,...
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...
Monday 26 June 2023
Intel cuts off manufacturing in IDM2.0, TSMC is expected to benefit
Intel held the Intel Internal Foundry Model Investor Webinar on June 21 to explain the shift to a new internal foundry model, where internal product departments and manufacturing...
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...