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    Samsung Galaxy S26 supply faces challenges amid US-Iran conflict disrupting logistics
    5h 54min ago
    Transsion faces challenges amid memory price hikes and Middle East conflict
    5h 54min ago
    Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple’s MacBook Neo
    5h 54min ago
    China's chip leaders call for nationwide effort to build a domestic ASML within five years
    5h 56min ago
    UK space supply chain faces talent, parts, and funding bottlenecks
    5h 56min ago
    China's top humanoid robot makers showcased innovations at South Korea AW 2026
    5h 56min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    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...
    Monday 2 March 2026
    Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
    As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
    Monday 2 March 2026
    Analysis: Europe's stalled gigafactory push threatens battery autonomy
    With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery...
    Thursday 26 February 2026
    Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
    The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
    Wednesday 25 February 2026
    Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
    Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
    Saturday 21 February 2026
    Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

    Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

    Wednesday 18 February 2026
    Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

    CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

    Wednesday 18 February 2026
    Analysis: 2nm shifts chipmaking from scaling to chiplet integration

    The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

    Wednesday 18 February 2026
    Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
    As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...
    Monday 16 February 2026
    Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
    In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook