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Wednesday 26 March 2025
Tesla leading the trend of humanoid robot deployment among automakers, says DIGITIMES
Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving...
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy...
Tuesday 25 March 2025
China courts Europe in bid for stability as US escalates global tariff offensive
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Saturday 22 March 2025
Meta, Google, and Amazon reshape internet with submarine cable dominance
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Insights revealed during casual chat between Nvidia CEO Jensen Huang and Blue
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating...
Friday 21 March 2025
Submarine cables drive global computing power race, AI training
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access,...
Friday 21 March 2025
As trade war escalates between two superpowers, Taiwan faces diminishing gray area
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's...
Thursday 20 March 2025
Commentary: Nvidia GTC's Taiwan Night event offers clues as to why Jensen Huang adores Taiwanese suppliers
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming...
Wednesday 19 March 2025
SEMI Country excerpt 1: Rediscovering Taiwan's position in the AI era
Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble,...
Tuesday 18 March 2025
New insulating materials key to unlocking next-gen AI chip performance
As AI continues to attract widespread attention, the race to build large-scale data centers is ongoing. Regarding energy consumption, the power demand of hyperscale data centers has...
Monday 17 March 2025
Samsung talent crisis: Corporate culture and decision-making to blame?
Samsung Electronics has struggled to retain the top-tier professionals it recruited in semiconductors, robotics, big data, and artificial intelligence (AI). The departure of these...
Monday 17 March 2025
Auden navigates drone-satellite communications: Charting a course through weight, energy, and stability challenges
As MWC 2025 concluded, industry observers are focusing on the evolution of next-generation communication technologies. This year's conference highlighted Non-Terrestrial Networks...