CONNECT WITH US
Wednesday 18 March 2026
In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished on top. Pull it apart, though, and the middle layers are still underbaked
LATEST STORIES
Monday 16 March 2026
Interview: Taiwan's industrial spirit — the hidden geopolitical layer
As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban. Yet beneath these shifts lies a hidden layer that determines the viability of the entire Western digital economy: Taiwan's untransferable industrial spirit
Monday 16 March 2026
Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships
In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN E-band solid-state power amplifiers for the Starlink satellite network. The UK-based high-frequency RF and millimeter-wave technology firm, founded in 1977, has long served defense and telecommunications customers. It presented its latest SSPA product line at the 2026 UK Space-Comm Expo
Saturday 14 March 2026
Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI
Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation
Friday 13 March 2026
Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition
Friday 13 March 2026
Interview: Taiwan-UK MOU could deepen space supply chains and startup ties
At the 2026 Space-Comm Expo, ITRI and TSIDA signed an MOU with the UK’s ADS Group. This agreement marks a significant milestone in Taiwan-UK space cooperation, building on the momentum from the Taiwan-UK Space Industry Roundtable Forum held in September 2025
Thursday 12 March 2026
Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market
As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set it apart in a crowded market increasingly dominated by large AI platforms
Wednesday 11 March 2026
Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead
Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact with services across China's largest digital ecosystem
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents
Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities
Tuesday 10 March 2026
Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these moves may appear aimed at stemming losses in the low-margin LCD market, they actually represent a strategic retreat designed to reposition assets toward the booming AI chip packaging sector
Monday 9 March 2026
Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand
Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to DIGITIMES Research. The market is expected to show increasing regional divergence as China and Europe maintain steady expansion, while momentum in the US softens
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization meant these systems could apply learned semantic and analytical skills to new instructions and unfamiliar problem settings while maintaining stable performance. Multi-tasking meant a single foundation model could power translation, summarization, image generation, and question answering without requiring separate task-specific architectures
Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and Africa (MEA) region is not only a major sales hub but also a critical market segment
Friday 6 March 2026
Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive
Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence model division, Lin Junyang, posted a brief message on X: "me stepping down. bye my beloved Qwen.
Friday 6 March 2026
Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment
Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced that the US military has employed Anthropic's Claude and xAI's Grok models during the conflict in Iran, suggesting that large AI models have played a critical role in their operations. However, these assertions require a careful look at the facts