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Tuesday 10 December 2024
Challenges in developing semiconductor industries in emerging countries
In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Monday 9 December 2024
Will Trump's protectionism succeed despite harming others without benefiting?
Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25%...
Monday 9 December 2024
Intel's IDM path nearing its end, is Samsung next?
Intel finds itself in a precarious situation as the global supply chain, particularly among Taiwanese manufacturers, continues to struggle without viable solutions. Similarly, Samsung...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Monday 25 November 2024
Global notebook shipments rise in 3Q24 before decline in 4Q24, says DIGITIMES Research
In the third quarter of 2024, global notebook shipments (excluding detachable models) exceeded expectations, showing a 5.8% growth compared to the previous quarter, but the volumes...
Monday 25 November 2024
Global server shipments up in 3Q24 thanks to major CSPs, but to slip in 4Q24, says DIGITIMES Research
DIGITIMES Research estimates that global server shipments in the third quarter of 2024 grew by 4.3% compared to the previous quarter, surpassing its earlier forecasts, but because...
Monday 25 November 2024
Global wafer foundry industry to see over 10% CAGR in revenues from 2024-2029, says DIGITIMES Research
The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high-performance computing...
Tuesday 19 November 2024
Tech giants navigate Trump's return: stand up or stay silent?
Trump's return to the presidency has drawn significant attention, with his potential appointments already creating waves across the global tech industry. The impact has extended to...
Tuesday 19 November 2024
Trump's return sparks concerns over AI regulation and cloud operations in China
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Friday 15 November 2024
Technological evolution in history
When consumer behavior changes, it can signify a critical moment for an industry's survival. However, some things remain indispensable.
Friday 15 November 2024
China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industries
Thursday 14 November 2024
Industrial level digital twin plan: from AI factory to AI solution
"Quality" is the foundation of all manufacturing industries. Companies initiate product plans from their R&D departments, working collaboratively through production teams, suppliers,...
Wednesday 13 November 2024
From the known to the unknown: Inside Zeiss's semiconductor journey
The semiconductor industry began in the early 1970s and is now the largest segment among Zeiss's four major divisions. Under President Andreas Pecher's arrangement, I met CTO Thomas...
Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments...