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CHENG TINGFANG and LAULY LI in asian news

CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - TSMC aims to ready next-gen silicon photonics for AI in 5 years - asia.nikkei.com - Taiwan - city Taipei

TSMC aims to ready next-gen silicon photonics for AI in 5 years

TAIPEI -- Taiwan Semiconductor Manufacturing Co. and top global chip designers and suppliers are ramping up development of next-generation silicon photonic solutions, aiming to have the technology ready for production in the next three to five years. 

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - China buys more chip tools than South Korea, Taiwan, U.S. combined - asia.nikkei.com - China - Taiwan - South Korea - city Taipei

China buys more chip tools than South Korea, Taiwan, U.S. combined

TAIPEI -- China spent more on chipmaking equipment in the first half of the year than South Korea, Taiwan and the U.S. combined amid a frantic push to localize chip supplies and mitigate the risk of further Western export restrictions, according to global chip industry association SEMI.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - Apple orders over 10% more iPhones than last year on AI bet - asia.nikkei.com - city Taipei

Apple orders over 10% more iPhones than last year on AI bet

TAIPEI -- Apple is betting that its first AI-equipped iPhones will be a hit, telling suppliers to prepare components and parts for some 88 million to 90 million smartphones, according to multiple sources familiar with the plan. 

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - SMIC says China's localization push is boosting chip demand - asia.nikkei.com - China - city Taipei

SMIC says China's localization push is boosting chip demand

TAIPEI -- China's top chipmaker says the country's push to localize semiconductor supplies has boosted orders and improved pricing in recent months and will continue to provide a tailwind for the company for the rest of the year.

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Joe Biden - CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - Taiwan tech stocks hit as Biden drops out of U.S. race - asia.nikkei.com - Taiwan - city Taipei

Taiwan tech stocks hit as Biden drops out of U.S. race

TAIPEI -- Top Taiwanese tech stocks dipped on Monday after U.S. President Joe Biden announced he was withdrawing from the presidential race, the latest political development to shake Asia's chip technology economy.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - TSMC says AI chip constraints to last through 2025 - asia.nikkei.com - Taiwan - city Taipei

TSMC says AI chip constraints to last through 2025

TAIPEI -- Taiwan Semiconductor Manufacturing Co. confirmed on Thursday that it is looking into a radically new type of chip packaging technology for artificial intelligence, but warned that AI chip output will remain constrained until 2025, longer than previously expected.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - AI needs 'entirely new' infrastructure, says Taiwan's Chief Telecom - asia.nikkei.com - Taiwan - city Taipei

AI needs 'entirely new' infrastructure, says Taiwan's Chief Telecom

TAIPEI -- Data centers and all of their supporting infrastructure will need to be redesigned to cope with the boom in generative artificial intelligence, creating new opportunities for growth, according to one of Taiwan's top data center operators.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - TSMC explores radical new chip packaging approach to feed AI boom - asia.nikkei.com - Taiwan

TSMC explores radical new chip packaging approach to feed AI boom

HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Co. is exploring a new method of advanced chip packing as the world's biggest chipmaker races to keep pace with the AI-fueled demand for computing power.

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