News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

Friday 3 July 2026

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing...

Friday 3 July 2026

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered...

Thursday 2 July 2026

Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive

The annual Shangri-La Dialogue, considered the most important defense and security conference in the Asia-Pacific region, was held this year in Singapore at the end of May. For this...

Thursday 2 July 2026

Analysis: How long can memory's AI-driven boom last?

The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...

Wednesday 1 July 2026

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...

Tuesday 30 June 2026

Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

Protecting patents around the world is a core value for any R&D-driven company. It is also a commitment to partnering with customers. In 2025, glass giant Corning filed nearly...

Tuesday 30 June 2026

Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Tuesday 30 June 2026

Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...

Tuesday 30 June 2026

Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared

Apple's latest round of price increases for Macs, MacBooks, and iPads has unsettled investors and weighed on Asian technology markets,...

Monday 29 June 2026

Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...

Friday 26 June 2026

Inside Corning: a century of R&D bets, and why optical fiber is paying off again

Preface

Friday 26 June 2026

Analysis: Why Apple can't wait out this memory shortage

Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.

Friday 26 June 2026

Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance

The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign...

Thursday 25 June 2026

Commentary: Micron turns AI memory crunch into a buyback story

Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...

Tuesday 23 June 2026

Commentary: Google defines AI path to ASI, validates chip boom

Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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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