Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's ability to articulate a clear path forward
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips
As the US presidential election approaches, Republican candidate Donald Trump and running mate JD Vance have expressed markedly different views on Taiwan's semiconductor industry, sparking debate within the tech sector
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024, with Google's market share expected to grow to 74%
On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C. Wei quipped that it took him 26 years to finally stand at the podium
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves in the liquid cooling sector, primarily due to the more stringent cooling requirements brought about by high-performance computing and AI servers. Liquid cooling technology, with its superior heat dissipation performance, assists servers in maintaining stable operational efficiency, according to the latest report covering server liquid-cooling solutions
In today's digital economy, the development of national-level computing power has become an important measure of global competitiveness. Computing power, as a pillar of digital infrastructure, permeates various fields such as national defense, economic growth, and scientific advancement
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management teams can execute cost-cutting strategies
Recent reports from South Korean media indicate that Intel is in talks with Samsung Electronics to explore potential collaboration in foundry services and resource sharing. However, it appears that Samsung is unlikely to agree to this collaboration, despite the promised benefits
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze Memory Technologies, and NIO gathered in Shanghai Pudong. The event, themed "Breaking Through the Chip Era," saw collective discussions on hot topics regarding the development of China's semiconductor industry. This conference stands as one of the most renowned international semiconductor summits in recent years
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously reducing its reliance on the world through self-sufficiency. The theme of "trust" emerged repeatedly as a crucial element in countering China's tactics, yet the proposed approaches predominantly focused on supply-side solutions
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi from the University of Tokyo has compared this effort to "a frog being boiled in hot water suddenly jumping out.
