News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

Friday 17 April 2026

Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Friday 17 April 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...

Friday 17 April 2026

Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Thursday 16 April 2026

Analysis: Nvidia links RISC-V to NVLink with SiFive investment

Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved...

Tuesday 14 April 2026

Analysis: Southeast Asia's language barrier is reshaping AI

As the global generative AI boom shifts from scale to localization, Southeast Asia is emerging as a critical testing ground for the next phase of development. The region's linguistic...

Saturday 11 April 2026

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...

Friday 10 April 2026

Analysis: Agent computers target next PC role, push AI compute to the edge

AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent,...

Wednesday 8 April 2026

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

Wednesday 8 April 2026

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.

Wednesday 8 April 2026

Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization

Recently, the American Institute in Taiwan (AIT) has made a series of unusually high-profile appearances at promotional events for US automakers such as Jeep and Ford. The rare visibility...

Wednesday 8 April 2026

Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road

The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.

Tuesday 7 April 2026

In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack

China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...

Tuesday 7 April 2026

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...

Thursday 2 April 2026

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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7 DAYS NEWS

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook