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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Friday 27 March 2026
    In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

    Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting...

    Friday 27 March 2026
    Analysis: OpenAI shifts to enterprise, Anthropic advances; Google Gemini leads consumer AI
    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...
    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...
    Wednesday 25 March 2026
    Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight
    At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing...
    Tuesday 24 March 2026
    Analysis: How Nvidia is reshuffling partners for the inference era
    On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU...
    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...
    Saturday 21 March 2026
    Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
    Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...
    Friday 20 March 2026
    Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
    At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
    Friday 20 March 2026
    Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
    Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
    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.
    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    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...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

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    Research Report Database
    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