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    Arm's AGI CPU demand surges as supply constraints loom
    12min ago
    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    May 11, 19:16
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    May 11, 19:16
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    May 11, 19:16
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    May 11, 19:16
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Monday 11 May 2026
    Analysis: Forget the hardware race — Unitree wants to own the robot platform
    When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers...
    Friday 8 May 2026
    Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

    Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

    Friday 8 May 2026
    Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

    US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Friday 8 May 2026
    Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
    Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...
    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...

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    TechForum0520
    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