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PředevčíremDIGITIMES Asia: News and Insight of the Global Supply Chain

AMD CEO: AI will dominate and Taiwan will matter

On June 7, AMD chairperson and CEO Lisa Su engaged in a dialogue on Artificial Intelligence (AI), accompanied by Acer chairman and CEO Jason Chen. Su talked about the importance of AI and the role Taiwan's industry supply chains will play.

Credit: DIGITIMES

Nvidia's market cap soars over US$3 trillion, surpassing Apple to take no.2 spot globally

At the closing of the NASDAQ on June 5, Nvidia's stock price surged by 5.16%, reaching a historic high of US$1,224.4, pushing the company's total market cap past the US$3 trillion mark for the first time. This increase also boosted the net worth of CEO Jensen Huang, currently in Taiwan attending Computex 2024, by another US$5 billion, bringing his total net worth to over US$107.4 billion.

Credit: DIGITIMES

Newly appointed TSMC chairman reveals five strategic priorities in first week

The newly appointed chairman of Taiwan Semiconductor Manufacturing Company (TSMC) C.C. Wei has revealed five strategic priorities in his first week of the new position.

Credit: DIGITIMES

Google to invest US$5 billion to complete next phase of Singapore Data Center and Cloud Region campus expansion

On June 3, Google announced the completion of its latest data center and cloud region campus expansion in Singapore. This milestone brings the company's total investments in technical infrastructure in the country to US$5 billion, up from US$850 million in 2018.

Credit: Google

Apple unveils software updates including VisionOS in push to revolutionize spatial computing

In addition to announcements of the Apple Intelligence, Apple introduced significant software updates across its product lineups. Among these is VisionOS, the operating system that powers Vision Pro, reflecting Apple's ambitious efforts to revolutionize spatial computing.

Credit: AFP

UK semiconductor delegation seeks Taiwanese partners in high-tech collaboration push

Spearheaded by Innovate UK and the British office, a delegation of 9 UK-based semiconductor companies has come to Taiwan to find local collaboration partners.

Credit: DIGITIMES Asia

Computex 2024 wraps up with record-breaking attendance and tech innovation awards

The Computex 2024 concluded successfully on June 7 with a blast. The organizer, Taipei Computer Association (TCA), stated that with the continuous global demand for AI computing and digital transformation, the four-day exhibition attracted 85,179 industry professionals from 160 countries and regions worldwide.

Credit: DIGITIMES

Targeting AR device market, Samsung Display unveils LEDoS development process

Samsung Display (SDC) has unveiled its outlook for the LED on Silicon (LEDoS) technology for Augmented Reality (AR) device displays, expecting that LEDoS technology will evolve from the "Blue + Quantum Dot (QD)" method to the "RGB 3-panel" and "Monolithic 1-panel" methods.

Credit: AFP

Imec spin-offs showcased the future of communication at InnoVEX 2024

Luceda Photonics and Pharrowtech, both Belgium-based semiconductor startups spun off from Imec, share their visions for future communication at InnoVEX 2024 on the sideline of Computex Taipei.

Credit: Luceda

Meta's WhatsApp Is adding a new AI assistant for businesses

Meta Platforms Inc. is adding new artificial intelligence features to its messaging app WhatsApp, including an AI assistant that can help businesses connect with customers, answer questions, and sell their goods and services via chat.

Credit: Bloomberg

Microsoft, Nvidia to face US antitrust probes over AI moves

The US is opening antitrust investigations into two of the world's most valuable companies, Microsoft Corp. and Nvidia Corp., over their dominance of the rapidly emerging field of artificial intelligence, according to people familiar with the matter.

Credit: Bloomberg

TSMC May revenue grows 30% YoY to NT$229.62 billion; Q2 targets within reach

Benefiting from the expanded orders from AI and High-Performance Computing (HPC) customers, TSMC's May 2024 revenue remained high at NT$229.62 billion (US$7 billion), a slight decrease of 2.7% from April, but still a significant increase of 30.1% from the same period in 2023. Cumulatively, the first five months' revenue was NT$1.05 trillion, an annual increase of 27%.

Looking ahead to the second quarter, the pure-play foundry leader believes that even though its results will continue to be affected by the seasonal factors of smartphones, the strong demand for 3nm and 5nm technologies will still support the continued growth of TSMC's results, and estimates that the second quarter revenue will be around US$19.6 billion to US$20.4 billion, representing a quarterly increase of 3.86 to 8.1%. That would translate to NT$633.08 billion to NT$658.92 billion in local currency, based on the USD-TWD exchange rate of US$1: NT$32.3.

Credit: DIGITIMES

Nine local carmakers approved to test L3 vehicle autonomy in China

The Chinese Ministry of Industry and Information Technology (MIIT) has approved nine local carmakers to conduct public trials on Level 3 and Level 4 vehicle autonomy. Tesla and other foreign automakers developing the technology did not make the list for a while.

Credit: AFP

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 (the "Big Fund"). The deal is a delicately calculated move rendering China Resources control over JCET and Sandisk.

Credit: JCET

French tech startups shine at InnoVEX, Computex 2024

From ultra-efficient power converters to quantum-resistant security chips and human-machine interfaces, France's technology startups are showcasing an array of disruptive innovations at this year's InnoVEX 2024.

Credit: DIGITIMES

Taiwan fabless chipmakers stage impressive presence at Computex 2024 with cutting-edge innovations

While foreign semiconductor companies have grabbed most of the spotlight at Computex 2024, Taiwanese IC design companies, such as MediaTek, Realtek Semiconductor, and Elan Microelectronics, have also made a strong showing at the event, impressing attendees with their latest cutting-edge technologies and innovations.

Credit: DIGITIMES

India remains promising, challenging EV market as Modi secures third-term

Four-wheeler and two-wheeler companies will launch multiple models by 2030 in India, which has great potential in EV manufacturing and consumption. However, the unavailability of charging infrastructure, geopolitics, and other factors will continue to challenge the country's electrification ambition.

Tata Motor unveils a concept EV in April. Credit: AFP

Wi-Fi HaLow: the next frontier in IoT connectivity

As communication technology advances, the spotlight shifts beyond Wi-Fi 6 and 7 to a new protocol by the Wi-Fi Alliance: Wi-Fi HaLow. Targeting the burgeoning needs of the Internet of Things (IoT), this innovation is poised to revolutionize sectors such as agriculture, smart cities, and industry.

Credit: DIGITIMES

AI's opportunities lie in vertical fields; startups can build application moat

The breakthroughs in Generative AI technology and AI chip computing power have accelerated the development of LLMs and multimodal models, making AI PCs, AI servers, AI chips, and edge AI the center of attention at Computex 2024. However, several top executives at tech companies have recently stated that when it comes to AI commercialization, greater opportunities lie in vertical field applications.

Credit: DIGITIMES

The Future of AI: Industry leaders discuss transformative advances in AI scalability through CPO and NPU

In the InnoVex Exploring the Future of AI Forum on June 5 during COMPUTEX 2024, three prominent figures—Dr. Ettikan K Karuppiah from Nvidia, Hamid Arabzadeh of Canadian silicon photonic firm RANOVUS Inc., and Albert Liu from Kneron—shared insights on the future of AI and their solutions to meet the demand of exponential growth in AI computing. Their discussions highlighted significant advancements and the transformative potential of AI across various industries.

Credit: DIGITIMES

Google's AI laptop strategy: functionality and user experience over specs

PC industry players are eagerly anticipating the arrival of AI PCs to drive a new wave replacement cycle, with Microsoft defining specifications for AI PCs under the Copilot+ PC label that includes the integration of NPUs and chip capabilities reaching 40+ TOPS.

Credit: DIGITIMES

DRAM spot prices to rise alongside contract prices after August

DRAM spot prices will resume the same growth trend as contract prices after August, according to sources at Taiwan-based memory module manufacturers, who are optimistic about their operations in the second half of this year.

Credit: DIGITIMES

Uneec teams up with TaiSol for liquid cooled AI server solutions

As AI servers continue to drive momentum, some companies have been teaming up in pursuit of potential opportunities. As an example, server chassis maker Chenming Electronic Tech (aka Uneec) has joined forces with cooling module suppliers TaiSol and Kaori, as well as connector company Lotes, to jointly bring out liquid-cooled server cabinets by the fourth quarter of 2024.

Credit: DIGITIMES
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