中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    3h 59min ago
    Analysis: High oil prices lifted global EV demand as Chinese automakers expanded overseas
    3h 59min ago
    ODMs push consignment deals to defend AI server margins
    3h 59min ago
    Two Malaysian IC design firms win access to Arm under US$250 million pact
    3h 59min ago
    Edge AI is driving a new upgrade cycle in wearables
    3h 59min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Thursday 14 May 2026
    Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
    The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and...
    Thursday 14 May 2026
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

    Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

    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...
    1/26 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook