Thursday 7 September 2023
No lasting friends, no lasting enemies, only lasting interests
To ensure their competitiveness, vertical integration isn't merely a catchphrase for businesses; it's an ongoing imperative. When TSMC focuses on advanced packaging, what's ASE's game plan?
Wednesday 6 September 2023
When tech heavyweights battle, change is inevitable
As internet giants shift their focus towards developing their own chips, their interactions with Nvidia and AMD are expected to introduce new dynamics. Many of these fresh variables will originate in Taiwan, which will remain a pivotal vantage point for observing global technological industry transformations.
Monday 4 September 2023
Marvell Tech reveals India expansion plans signaling confidence in the market
In line with India's current ambitions to develop a semiconductor ecosystem in the country, many global companies have been increasing investments and expanding presence here. Recently, AMD announced plans to set up its largest design center in the South Indian city, Bangalore. Intel has also underscored India's rapid growth as a once-in-a-generation occurrence.
Friday 1 September 2023
Different export control rules, same result for ASML and Nvidia

The Netherlands' export controls on cutting-edge chipmaking tools with new licensing rules take effect on September 1, the day after Nvidia's regulatory filing warned about the US government's export control expanding to Middle Eastern countries. Geopolitical risks impact semiconductor companies and their related supply chains. How their government helps minimize uncertainties will make a great difference.

Thursday 31 August 2023
Will Huawei regain its throne with self-developed 5G SoC?
Huawei's recent announcement of its latest flagship phone, the Mate 60 Pro, directly on its official website without any public activity, has instantly caused a stir. Since Huawei has experienced the US Department of Commerce's technology blockade for many years and has not been able to launch a true 5G handset for several years, can Huawei regain its market share championship for smartphones with its self-developed 5G SoC?
Wednesday 30 August 2023
OSAT supply chain sees increasing self-developed auto and consumer IC orders from China
The trend of self-developed chips in China did not cease along with the fall of Oppo's IC designing subsidiary Zeku earlier in 2023. OSAT firms in Taiwan and China continue to witness the rising emergence of consumer and automotive chip orders from Chinese IC designers, especially with Huawei keenly pushing for the revival of its smartphones and made-in-China APs.
Wednesday 30 August 2023
4 Charts show ChatGPT popularity in Taiwan defies global trend
A report released by the TWNIC shows although ChatGPT is gaining popularity worldwide, it might be a phenomenon limited to a specific group in Taiwan, with less than half of Taiwanese internet users having used it.
Wednesday 30 August 2023
Will PV and LED's boom-and-crash history repeat in SiC semiconductors?
Recent reports from the cross-strait supply chain indicate that a major Chinese new energy vehicle manufacturer had ambitious plans early this year to make significant inroads into the upstream SiC compound semiconductor material-supplying sector. The plan involved a wide array of processes in the upstream supply chain.
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more as a "reality check" in the eyes of many China experts. Although Raimondo and her Chinese counterpart issued a mutual statement to ensure more communications in the future, China, a high-context culture in which many words are not spoken, has expressed its own messages in ways that may not be understood by the West.
Tuesday 29 August 2023
Challenges stand for auto semiconductor spec standardization
There remain challenges in trying to standardize automotive semiconductor components.
Monday 28 August 2023
Tata Elxsi eyes hydrogen and other clean energy innovations to augment EV solutions
India's engineering solutions providers have been quick to capitalize on the recent global interest in electric vehicles. One of the key players in this field is Tata Elxsi, which stands as a leading entity in delivering engineering solutions within the automotive industry with strategic partnerships and initiatives.
Friday 25 August 2023
Samsung's next step after getting first customer for Taylor TX fab
Samsung Electronics, having obtained its first customer for its Taylor, Texas fab, is expected to increase its business in semiconductor foundry services. However, the competition with rivals such as TSMC and Intel not only depends on getting better yields, but also an ecosystem of innovation with other fabless companies.
Friday 25 August 2023
The real reason why China is falling behind as the US' third largest exporter
The cumulative trade statistics from January to May this year released by the US Department of Commerce made the news around the globe in July. Mexico has surpassed China and become the largest exporter to the US.
Thursday 24 August 2023
Standardize automotive semiconductor component specs to maximize wins
Electrical vehicles (EV) and autonomous vehicles (AV) will be the two largest semiconductor applications in the future. However, there is still no unified specification for EV/AV semiconductor components so far.
Next-Gen Intelligence
Global server shipment forecast and industry analysis, 2022
The rise of top 10 IC design houses in China
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research