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NEWS TAGGED OPINION
Tuesday 30 June 2026
Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes

As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals...

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
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

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
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...
Wednesday 24 June 2026
Column: Spain's Multiverse Computing builds case for on-device AI to curb soaring cloud costs

As generative AI moves from pilot projects to large-scale deployment in 2026, enterprises are facing a growing problem: AI bill anx...

Wednesday 24 June 2026
Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks...

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...
Monday 22 June 2026
Column: Physical AI shifts from feature robots to smart robots
Over the past decade, annual venture capital invested in physical AI and robotics startups has surged from a few hundred million US dollars to nearly US$25 billion, more than a 10x...