Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge" devices.
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence (AI).
Taiwan's recent efforts to build its own "Starlink" have received growing attention as satellite communication has proven itself inalienable to wartime resilience, but to what degree are the ongoing government-backed satellite programs geared for modern warfare?
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan.
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 indefinitely shelve its sub-7nm development, still has a chance to enter the AI market pie. Is there still a chance for GF to get a piece of the AI market pie?
Since the official shipment of the extreme ultraviolet (EUV) lithography machine in 2017, ASML has sold about 200 units of EUV equipment, critical to manufacturing advanced chips.
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets.
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry into the high-margin market of advanced chips and Chiplet.
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a self-sufficient semiconductor supply chain?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals.
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging behind the US in semiconductor technologies.
The Taiwan Chip-driven Industrial Innovation Program (TCIIP) has taken a significant step by establishing an office in Prague, Czech Republic, focusing on nurturing chip design talent and attracting IC startups.
