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NEWS TAGGED COMMENTARY
Tuesday 14 October 2025
Commentary: US-China trade tensions hit shipping sector as tariffs and fees escalate
As South Korea prepares to host APEC 2025 Korea in Gyeongju on October 31, attention is focused on a potential high-stakes meeting between US President Donald Trump and Chinese President...
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...
Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles,...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Tuesday 7 October 2025
Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt
Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain...
Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Tuesday 30 September 2025
Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and...
Sunday 28 September 2025
Commentary: OpenAI faces two major challenges after cash infusion
Following Nvidia’s plan to invest up to US$100 billion in OpenAI, six of the seven major US tech giants—excluding Tesla—have either partnered with or are potential...
Friday 26 September 2025
Commentary: Huawei's EV blitz tests Xiaomi's viability
On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was...
Tuesday 23 September 2025
Commentary: China’s display push challenges Taiwan’s panel makers
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend...
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...