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DeepSeek’s Rise: Why Microsoft and Nvidia Are Backing It Despite National Security Concerns
Although the Pentagon blocked the use of DeepSeek and identified it as a threat to national security, the Big Techs seem to think otherwise.
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Judy Lin 林昭儀
Alibaba’s Qwen 2.5-Max: A Game-Changer or Just Another AI Mirage?
Following in the footsteps of DeepSeek, Chinese tech giant Alibaba has strategically launched its Qwen 2.5-Max AI model on the first day of the Chinese…
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Judy Lin 林昭儀
TSMC and NVIDIA: US AI Export Control's Silver Lining in the Cloud?
As TSMC Chairman CC Wei fielded analysts' questions in Taipei, delivering an impressive earnings report—37% revenue growth, a 57% earnings increase, and…
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Judy Lin 林昭儀
TSMC 4Q24 Earnings Conference Highlights
In addition to the earnings report summary compiled in our slide, here are highlights extracted from the conference Q&A session by AI.
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Judy Lin 林昭儀
The Ecosystem Battle: Why the US Needs More Than Chips to Compete with China
After years of China's predatory economic expansion and the decline of globalization, the world is awakening to the need to protect its manufacturing…
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Judy Lin 林昭儀
US Expands AI Chip Export Controls, Will it Work to Slow China's Innovation?
The US Department of Commerce’s Bureau of Industry and Security (BIS) has announced a significant policy shift aimed at regulating the export of…
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Judy Lin 林昭儀
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SEMI VISION_TW
NVIDIA’s 2025 CES Keynote: Are We Witnessing the Dawn of a New Era?
Nvidia CEO Jensen Huang kicked off the CES 2025 on January 6 in Las Vegas and stunned the audience by presenting an AI supercomputer as small as a…
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Judy Lin 林昭儀
CES 2025: The AI Chip Showdown
With the theme "Connect, Solve, Discover, DIVE IN," CES 2025 (to be held between Jan 7 to 10 in Las Vegas) is poised to be a pivotal event.
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Judy Lin 林昭儀
2025 Outlook: White Swans? Robot Revolution, AI Agents, and the Overlooked Possibilities
As we recover from the shocks of 2024 and navigate uncertainties ahead of the new US administration taking office in January, it’s time to explore…
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Judy Lin 林昭儀
1
Sharp and KDDI to Transform Sakai Factory into AI Data Hub Amid Shifting Partnership Modes
Sharp Corporation (headquarters: Sakai City, Osaka, “Sharp”), a subsidiary of Hon Hai Technology (Foxconn) Group, jointly announced with KDDI…
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Judy Lin 林昭儀
What Intel Needs to Turn Around
Intel is facing mounting challenges as it scrambles to recover from the fallout of CEO Pat Gelsinger’s abrupt departure.
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Judy Lin 林昭儀
Intel at Crossroads: Lessons from Gelsinger’s Ouster and the Road Ahead
On December 2, Intel made the abrupt announcement of CEO Pat Gelsinger's retirement, with Gelsinger later posting his official statement on LinkedIn.
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Judy Lin 林昭儀
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