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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Friday 8 May 2026
    Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

    Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

    Friday 8 May 2026
    Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

    US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Friday 8 May 2026
    Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
    Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...
    Thursday 7 May 2026
    Commentary: The real AI war may be the models nobody sees

    The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

    Thursday 7 May 2026
    Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
    A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.
    Wednesday 6 May 2026
    Explainer: Why Supermicro's margins bounced back — one customer pulled back
    Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...
    Tuesday 5 May 2026
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    Tuesday 5 May 2026
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies...
    Tuesday 5 May 2026
    Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
    China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace...
    Tuesday 5 May 2026
    Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
    The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...
    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Friday 1 May 2026
    TeraFab is already changing the semiconductor landscape — before a single chip is made
    Elon Musk has a habit of building what he cannot buy.
    Friday 1 May 2026
    Commentary: Honor's robot win highlights thermal edge in robotics
    The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...
    Thursday 30 April 2026
    Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
    Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook