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Tuesday 4 June 2024
OwlTing CEO Interview: From Taiwanese blockchain startup to cross-border financial service provider
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas.
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.
Thursday 30 May 2024
HBM competition (1): advanced packaging technology divergence explained
High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU in Artificial Intelligence (AI) computing.
Wednesday 29 May 2024
Semiconductor industry co-opetition between Taiwan and South Korea
The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported US$106 billion, raking in US$25 billion in trade surplus. For Taiwan, when there is a trade deficit, it only amounts to a fraction of its foreign reserve, but that would be a heavy burden to South Korea, which is already shouldering US$663.6 billion in foreign debt.
Wednesday 29 May 2024
HBM memory sales to boost: Q&A with Micron CBO Sumit Sadana
Micron Technology's High-Bandwidth Memory (HBM) sales will climb to several hundred million US dollars in the current fiscal year and then to several billion US dollars in the next fiscal year, which begins in September 2024, according to company EVP and chief business officer Sumit Sadana.
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 and SMIC.
Monday 27 May 2024
Bolstering SDV: Q&A with Arm's APAC automotive partnership senior director Simon Teng
European, US, Japanese, and South Korean legacy automakers face challenges in developing Software-Defined Vehicles (SDV). Many have rebooted or given up their efforts.
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 sales and withdrawn from the price war, a strategy to improve their losses.
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 both companies face in balancing agility with maintaining a controversy-free image.
Friday 24 May 2024
AI becomes the key to new paradigm shifts and how TSMC responds to new era
Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase was the post-dot-com bubble era in the early 2000s, and the leading vendors of this era were Nokia and Cisco, which provided networking equipment.
Thursday 23 May 2024
Generative AI not a bubble, market scale to hit US$1.5 trillion by 2030
Generative AI (GenAI) is a subset within the AI realm, and it is expected to be one of the most critical driving forces for global economic growth in the next 5-10 years.
Thursday 23 May 2024
Exploring the Synergy of Nanoelectronics, AI, and Quantum: Interview with General Chair of IEEE INEC 2025
IEEE INEC, which stands for IEEE International Nanoelectronics Conference, was initiated in 2006 when the field of nanoelectronics was emerging and will host its 2025 conference in Taipei on Jan 3-6.
Thursday 23 May 2024
What are the functions AI smartphones will emphasize?
AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how will the first batch of AI smartphones differentiate themselves from current ones?
Wednesday 22 May 2024
Generative AI at reasonable prices: Tenstorrent's strategy according to Chief CPU Architect Wei-han Lien
With Generative AI and other High-Performance Computing (HPC) demands surging, the costs for AI hardware, infrastructure, and energy consumption are also on the rise. Many companies including OpenAI are finding it getting harder and harder to foot the hefty bill.
Arm Cortex -M0 series
Summary of Tech Supply Chain News!
AIoT
Global chip firms tapping local talents and growing demands in Vietnam, says DIGITIMES Research
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research