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    NEWS TAGGED COMMENTARY
    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.
    Thursday 19 March 2026
    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
    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...
    Monday 16 March 2026
    Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
    On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
    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...
    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...

    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...

    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...
    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"...
    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...
    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...
    Thursday 5 March 2026
    Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
    Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
    Wednesday 4 March 2026
    Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
    A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
    Tuesday 3 March 2026
    Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

    During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

    Monday 2 March 2026
    Commentary: German automotive price war in China threatens used car residual value system
    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...
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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook