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NEWS TAGGED COMMENTARY

Saturday 18 April 2026

Commentary: Humanoid robot marathon highlights four industry benchmarks

Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological...

Saturday 18 April 2026

Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Friday 17 April 2026

Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Wednesday 8 April 2026

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

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.

Wednesday 8 April 2026

Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization

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...

Wednesday 8 April 2026

Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road

The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

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...

Wednesday 1 April 2026

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

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%,...

Tuesday 31 March 2026

Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Monday 30 March 2026

Commentary: US chip security act ends China's special AI chip supply

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...

Thursday 26 March 2026

Commentary: TSMC chairman exposes three realities behind China's robot FOMO

When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...

Wednesday 25 March 2026

Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab

Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...

Tuesday 24 March 2026

Commentary: Trump's Middle East AI data center push under threat from Iran conflict

In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation...

Monday 23 March 2026

Commentary: CPO mass production put to test as photonic integration faces challenges

Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...

Friday 20 March 2026

Commentary: Taiwan's display panel makers are quietly becoming chip companies

Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook