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NEWS TAGGED COMMENTARY
Friday 2 June 2023
Who will foot the chip bill for extra tax? Taiwan-US signs first trade pact without resolving tax issues
After months of negotiations, Taiwan and the U.S. signed the first agreement under the U.S.-Taiwan Initiative on 21st-Century Trade on June 1 in Washington D.C. It outlines practices...
Thursday 1 June 2023
The world is evolving faster than we imagined
ChatGPT has swept across the world with roaring momentum, accumulating a million users in just five days. For comparison, Facebook and Netflix took 10 months and 41 months respectively...
Wednesday 24 May 2023
Quit the geopolitical conspiracy theory on Oppo's chip design flop
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China...
Wednesday 24 May 2023
Chiplet getting trendy but SMIC misses out on opportunities
Semiconductor Manufacturing International Corp. (SMIC), the leading chip foundry company in China, is missing out on the opportunity brought by chiplet technologies, as Beijing Municipal...
Friday 12 May 2023
What Google Trends tells us about the three waves of AI development
Google Trends is a useful tool to observe how trends are changing for specific topics. This time, I entered the three phrases that represent paradigm shifts in AI technology: "Expert...
Friday 28 April 2023
Chinese military evolution tests US reshoring and ally-shoring in its Taiwan strategy
The US defense industry is attempting to regear itself in preparation for potential large-scale military conflicts, waking up from a post-Cold War investment hiatus during which counterinsurgency...
Tuesday 18 April 2023
India to counterbalance China
Compared to other industry sectors, IC design has been more impacted by low birth rates and a lack of local IT manpower. In India, there are 56,000 IC design engineers; in the US,...
Friday 14 April 2023
Prosperity and crisis for Taiwan's IC design industry
During the Asia Economic Dialogue held in India, Ajit Manocha, the President of Semiconductor Equipment and Materials International (SEMI), expressed his belief that the semiconductor...
Friday 14 April 2023
Will Germany settle for 28nm? TSMC's presence highlights misalignment between Berlin's semiconductor and defense policies
The vast stretch of land lying a kilometer north of the German city of Grossenhain, Saxony has long been a part of the country's military history: at the onset of World War 1, the...
Monday 13 March 2023
Commentary: Apple actively developing micro LED technology, Taiwan makers may become second suppliers
Apple has actively been developing micro LED technology since it acquired LuxVue in 2014 and aims at initial application of micro LED panels to sports-use Apple Watch Ultra in 2024-2025...
Wednesday 8 March 2023
EV impact: ADAS sensors
LiDAR, a light sensing technology that creates a 3D map of a car's surroundings, is used in partial automation as a short-term objective, and is set to help achieve fully autonomous...
Tuesday 7 March 2023
IT = India + Taiwan: DIGITIMES President's six information industry development suggestions for India
"Taiwan is not a competitor to India because we don't do branding; we can be your partner."
Wednesday 1 March 2023
EV impact: availability of public charging piles
Taiwan's government announced a plan to phase out gas-powered vehicles by 2040. The high population density could make Taiwan a world leader in the frequency and efficiency of charging...
Friday 24 February 2023
Mainstream solar cell technology to shift from PERC to TOPCon
Mainstream solar cell technology is expected to shift from PERC (passivated emitter and rear cell) to TOPCon (tunnel oxide passivated contact) in 2023, and this is likely to pose...
Wednesday 22 February 2023
EV Impact: innovation in key components and applications
Chip shortage resulted in around 4 million fewer vehicles being built in 2022. We can expect automotive chip shortages to continue throughout 2023. Since many automotive microcontrollers...
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DIGITIMES Research Special Report Databases
China vendors see smartphone shipments down on year in 4Q22 and 1Q23, says DIGITIMES Research
DIGITIMES Research expects shipments of 2.5–3 million units for upcoming MacBook Air in 2023
China battery makers to enjoy boom in upcoming years thanks to energy-storage demand, says DIGITIMES Research