Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition that has extended from electric vehicles (EVs) to internal combustion engine (ICE) cars. This price war threatens the long-standing asset value preservation moat these German luxury brands have built over 30 years

As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and power consumption as core bottlenecks in data transmission and switching, elevating the role of optical interconnects and silicon photonics (SiPh). With support from AI chip leader Nvidia, the notion of optics gradually replacing copper has moved to the center of industry debate

With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery installations, led by CATL's commanding 39.2% share. The numbers make clear this isn't a run of bad luck; it's a structural problem

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are consuming DRAM and NAND at a pace that is crowding out smartphone makers, distorting foundry economics, and forcing chipmakers to rethink how they secure supply. The consequences are rippling from factory floors in Asia to boardrooms in Silicon Valley

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES analyst Luke Lin, speaking on a DIGITIMES podcast

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast

As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science parks, and ports

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security and cooperation in defense procurement. Key provisions include a US$1 billion Taiwan security cooperation initiative and authorization for the US Department of Defense (DoD) to establish a joint unmanned systems program with Taiwan starting March 1, 2026, focusing on co-developing drones and counter-drone technologies

US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's goal is clear: rebuild a strong military. Experts expect the budget to significantly boost procurement for expanded naval fleets, advanced aircraft, and new nuclear missile programs

One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first quarter of 2026. This move marks Foxtron's shift from solely product design and development toward vertical integration, gaining full control over its brand and distribution channels—the critical "export gateway.

The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates