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NEWS TAGGED EDITORIAL
Thursday 7 November 2024
Observing Germany's top industry player Zeiss
I recently attended Zeiss's Quality Innovation Summit in Berlin, where I delivered a one-hour presentation titled "Reshaping Global ICT Supply Chain." Through arrangements made by...
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU...
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported...
Friday 24 May 2024
AI becomes the key to new paradigm shifts and how TSMC responds to new era
Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase...
Thursday 23 May 2024
What are the functions AI smartphones will emphasize?
AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how...