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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
Taiwanese companies are striving to explore the new market of AI-related solutions while continuing to solidify their advantages in traditional hardware domains.
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.
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.
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.
According to the Semiconductor Industry Association (SIA), global semiconductor sales totaled US$46.4 billion in April 2024, up 15.8% from US$40.1 billion a year earlier.
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.
In a strategic move to bolster AI semiconductor competitiveness, SK Group Chairman Chey Tae-won and SK Hynix President Kwak Noh-Jun made a whirlwind visit to Taiwan on June 6.
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.
Contrel Technology, an LCD equipment specialist, is increasing its deployment in MicroLED and advanced packaging, which is expected to yield results in 2025.
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.
Přihlásit se
