CONNECT WITH US
NEWS TAGGED ANALYSIS
Monday 24 June 2024
Intel Foundry's 3nm process is catching up fast, should Samsung worry about it?
Samsung and Intel are trying to overtake TSMC, but TSMC chairman C. C. Wei's answer to that challenge is: "No way!"
Friday 21 June 2024
RISC-V's rapid growth and hurdles ahead: US-China tech tensions and ecosystem fragmentation
RISC-V, an open standard instruction set architecture, has garnered global attention due to its royalty-free nature and adaptability for custom hardware development.
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Friday 7 June 2024
China Resources' acquisition of JCET shares is killing two birds with one stone
In March, China Resources announced the stunning news of acquiring SMIC's shares of JCET Group, a packaging and testing firm invested by China's National IC Industry Investment Fund...
Thursday 6 June 2024
Intel's Lunar Lake rescued by TSMC 3nm process?
Intel CEO Pat Gelsinger's keynote at COMPUTEX 2024, specifically mentioned the collaboration with TSMC, which allowed Intel to realize the mass production of Lunar Lake in advancing...
Thursday 6 June 2024
How hard to snatch 2nm foundry orders from TSMC?
Semiconductor foundry companies have started to compete in the 2nm process shortly after their 3nm production lines started humming to mass produce for customers. There is something...
Wednesday 5 June 2024
How Taiwan is related to Nvidia's rise to stardom in the AI Era

Nvidia, founded in 1993, has established itself as a leading player in the Graphics Processing Unit (GPU) market.

Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Tuesday 28 May 2024
China can break through US EUV ban with mature-node innovation, but how?
China's Huawei claims to have successfully achieved domestic substitution of using its self-developed 7nm and 5nm chips in its smartphones and has boosted market standings of HiSilicon...
Monday 27 May 2024
Innovation vs. regulation: Taiwan struggles to balance AI legislation amid global scrutiny
As global AI regulations gain momentum, Taiwan—a key player in AI hardware—has yet to finalize its "Artificial Intelligence Basic Act."
Monday 27 May 2024
Will Chinese EV makers leverage declining sales to limit losses?
The cutthroat price competition in China in the past year has pressured many local automakers, resulting in significant losses. Some companies might have accepted their falling EV...
Monday 27 May 2024
Executive shake-ups at OpenAI and Amazon highlight shared challenges in balancing agility and stability
In recent days, both OpenAI and Amazon have seen significant changes in their senior leadership teams. While the reshuffling may seem coincidental, it highlights the similar challenges...
Monday 20 May 2024
Sharp to close world's first 10G LCD panel fab by September, spurring major customers to reassess supply partnerships
The world's first 10th-generation LCD panel factory, located in Japan's Sakai and operated by Sharp subsidiary Sakai Display Products (SDP), is set to cease production by September...
Thursday 16 May 2024
Semiconductor firms' ranking as 'most-desired employers' rising fast in Japan
Several media reports that young American engineers complained about working at TSMC. How about Japanese engineers? Would they be holding grudges too?
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would...