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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    1h 42min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    1h 42min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    1h 42min ago
    Memory supplier locks in capacity through 2027
    1h 42min ago
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    1h 42min ago
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    1h 42min ago
    NEWS TAGGED GEOWATCH
    Tuesday 28 April 2026
    US and China auto markets face diverging pressures

    The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

    Tuesday 28 April 2026
    China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout
    China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive...
    Tuesday 28 April 2026
    DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
    DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
    Monday 27 April 2026
    China warns EU over industrial law, threatens countermeasures
    China warned on April 27, 2026, that it would take countermeasures if the EU's proposed Industrial Accelerator Act harms Chinese companies — a move with potential global trade...
    Monday 27 April 2026
    Singapore-washing is dead: China cuts off US tech investment
    "Singapore-washing" — the tactic of Chinese technology firms re-domiciling in the city-state to bypass geopolitical scrutiny — is facing an existential threat. China has...
    Friday 24 April 2026
    EU targets Android access rules, putting Gemini integration edge at risk
    European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the...
    Friday 24 April 2026
    AI PCB supply crunch squeezes margins on rising materials and energy costs
    A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...
    Thursday 23 April 2026
    Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets
    A former researcher at Samsung Electronics was sentenced to seven years in prison on April 22 by a South Korean court for leaking core semiconductor trade secrets to a Chinese competitor...
    Thursday 23 April 2026
    What Apple's new CEO inherits: AI, China, and a governance reckoning
    Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal...
    Wednesday 22 April 2026
    Taiwan suppliers expect renewed focus on innovation under John Ternus
    Apple's appointment of hardware engineering senior vice president John Ternus to succeed Tim Cook as CEO in September 2026 signals shifts in product strategy and supplier relations...
    Wednesday 22 April 2026
    Taiwan's floating offshore wind grows, fixed-bottom sites reach saturation
    Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually...
    Wednesday 22 April 2026
    Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel
    Tesla's Terafab project is accelerating, with the company targeting substantial in-house chip production to support autonomous driving, robotaxis, humanoid robots, and AI infrastructure...
    Tuesday 21 April 2026
    MacBook Neo demand surge highlights chip shortage pressure
    Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
    Tuesday 21 April 2026
    China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals
    Chinese authorities announced 10 new policies related to Taiwan following the meeting between China's president Xi Jinping and the chairperson of the Kuomintang political party in...
    Tuesday 21 April 2026
    Beijing acts on memory price surge, AI demand reshapes device costs

    China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

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