Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence
Recently, the American Institute in Taiwan (AIT) has made a series of unusually high-profile appearances at promotional events for US automakers such as Jeep and Ford. The rare visibility has drawn intense attention from both industry insiders and market observers alike — and for good reason. With the first quarter of 2026 marking the official conclusion of automotive tariff negotiations under the Taiwan–US trade agreement, these diplomatic gestures now carry significance far beyond simple brand endorsement. They signal a new era of "structural transformation" in Taiwan–US automotive cooperation
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026, Nvidia followed up with a US$2 billion investment in Marvell Technology. Why Huang is investing in potential competitors so aggressively remains a question
Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported by OpenAI, Arm seeks to offer a standardized solution that enhances ecosystem efficiency without directly competing with clients
As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page filing references "AI" 421 times, an unusually explicit signal of strategic depth. The company is pursuing a "foundation first, expansion later" model, pairing heavy R&D with infrastructure buildout to scale its AI position
A year ago, the Japanese automotive world watched Honda, the financially robust "second brother," attempt to assert dominance over its smaller sibling Nissan. The high-stakes negotiations, marked by a glaring imbalance of power, ended abruptly and bitterly
On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate Technology each declined more than 6%
Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity tool to a core enterprise infrastructure. At the same time, layoffs are accelerating across Silicon Valley tech firms, Wall Street institutions, semiconductor companies, and Taiwan IC design houses
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China. Meanwhile, reports from within China indicate a growing consensus to halt imports of US-origin AI chips altogether
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute supply of around 20 GW. He plans to build advanced wafer fabs first in Austin, Texas. However, with the 1 TW scale revealed, market reactions have been relatively cautious
Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting performance, targeting one of AI's most persistent bottlenecks: memory. The breakthrough lowers inference costs and expands deployment across cloud and edge environments
By late 2025, most enterprises adopting AI chose OpenAI. In 2026, that trend is reversing. Enterprise users now increasingly favor Anthropic over OpenAI, marking a shift in competitive positioning within enterprise AI
