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    Can a new US-China deal reset global trade tensions?
    4min ago
    India triples rare-earth incentives as China eases export curbs
    8min ago
    TSMC unveils four-year price hike for advanced chips starting 2026
    19min ago
    MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth
    21min ago
    Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan
    24min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Friday 31 October 2025
    Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges
    OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...
    Friday 31 October 2025
    Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
    After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...
    Friday 31 October 2025
    Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

    On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology...

    Thursday 30 October 2025
    Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
    Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic...
    Thursday 30 October 2025
    Commentary: China's JCET bets on AI to challenge global packaging giants
    Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center...
    Wednesday 29 October 2025
    Commentary: Lessons from Arm China and Nexperia’s unraveling

    Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological...

    Tuesday 28 October 2025
    Commentary: Intel's ASIC play fails to impress chipmakers
    Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....
    Tuesday 28 October 2025
    Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
    As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...
    Wednesday 22 October 2025
    Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
    As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...
    Wednesday 22 October 2025
    Analysis: Samsung reclaims memory crown but what about its foundry?
    Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
    Monday 20 October 2025
    Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show
    SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...
    Monday 20 October 2025
    Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

    With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing...

    Sunday 19 October 2025
    Behind the silicon curtain, China's tech illusion unravels
    China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside...
    Friday 17 October 2025
    Commentary: TSMC chairman adopts cautious tone despite AI optimism
    TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
    Wednesday 15 October 2025
    Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel
    Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.
    1/22 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
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