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IC Design
In-Depth Analyses
Can MediaTek and NVIDIA Collaborate on Smartphone Chips?
Recently, there has been news of collaboration between NVIDIA and MediaTek. Speculation suggests that the future collaboration may extend to smartphone SoCs, allowing MediaTek to enhance the graphical computing and AI performance of Dimensity smartphone SoCs through NVIDIA's GPU technology licensing...
In-Depth Analyses
Server Specification Upgrade: A Bountiful Blue Ocean for ABF Substrates
ChatGPT's debut has sparked a thrilling spec upgrade in the server market, which has breathed new life into the supply chain and unlocked unparalleled business opportunities. Amidst all this, the big winners look set to be the suppliers of ABF (Ajinomoto Build-up Film) substrates, who are poised to ...
In-Depth Analyses
Beyond the SoC Paradigm: Where Are Next-Gen Mobile AI Chips Going to Land?
The excitement surrounding ChatGPT has sparked a new era in generative AI. This fresh technological whirlwind is revolutionizing everything, from cloud-based AI servers all the way down to edge-computing in smartphones. Given that generative AI has enormous potential to foster new applications an...
In-Depth Analyses
The Investment Surge: China’s PMIC Industry Revs Up
Under the grand banner of China's domestic substitution policy, the wave of locally produced chips is swiftly spreading to the realm of Power Management ICs (PMICs). Over the past three years, the number of fundraisings for Chinese PMIC manufacturers has shot up. We've seen an increase from 18 ro...
In-Depth Analyses
Self-driving Cars to Fuel Demand for CIS
According to a recent report by TrendForce, automotive applications are expected to become the main growth driver of the CIS market, with its share of terminal applications projected to increase from around 9% in 2023 to approximately 15% in 2026. As self-driving systems become more widespread, t...
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