中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    From chips to telecoms, South Korea faces an AI-era labor reckoning
    20min ago
    ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
    23min ago
    Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
    24min ago
    Innodisk tops 2025 full-year revenue in first four months of 2026
    26min ago
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    27min ago
    Taiwan delays in gas plants drive push for energy storage and virtual power plants
    35min ago
    Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
    43min ago
    Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
    44min ago
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Wednesday 29 April 2026
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Commentary: At Beijing Auto Show, hardware takes the wheel
    For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded...
    Wednesday 29 April 2026
    Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key
    Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level...
    1/26 pages
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook