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NEWS TAGGED OPINION
Friday 9 August 2024
Can Pat Gelsinger inherit Andy Grove's culture and lead Intel to a revival?
Intel, once a titan of innovation in the tech world, now faces significant challenges in a fiercely competitive semiconductor market.
Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
Geopolitics prompts IQE to step up global deployment
Compound semiconductor epitaxial wafer (epi-wafer) manufacturer IQE is swiftly adjusting its global strategy by expanding outside its UK base in response to geopolitical volatility...
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Tuesday 30 July 2024
Geared up for AI computing power boom: Q&A with Foxlink chairman TC Gou
Component manufacturers, such as Taiwan-based Cheng Uei Precision Industry (Foxlink), are evolving and upgrading their operations to encompass a broader range of products and industries,...
Thursday 25 July 2024
Green energy at a crossroads: the potential impact of a Trump victory
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing...
Thursday 25 July 2024
Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces...
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Monday 22 July 2024
Why didn't SK On make a profit in any of the 10 quarters since its establishment?
The SK Group views EV-related businesses as a key growth area for the future, which is why its battery subsidiary SK On invested over KRW20 trillion (US$14.5 billion) to expand its...
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and...
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without...
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
Wednesday 17 July 2024
China's counter-intuitive semiconductor exports surge goes unnoticed
China's aggressive automotive exports caught the world's attention, hitting a record high in the first half of 2024 but starting to slow down after tariffs imposed by Europe and the...
Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.