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NEWS TAGGED OPINION

Monday 9 March 2026

Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to...

Friday 6 March 2026

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence...

Friday 6 March 2026

Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment

Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

Column: US drone policy reshapes supply chain opportunities for Taiwan

On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that...

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...

Tuesday 3 March 2026

Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026

Commentary: German automotive price war in China threatens used car residual value system

Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition...

Monday 2 March 2026

Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?

As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...

Monday 2 March 2026

Analysis: Europe's stalled gigafactory push threatens battery autonomy

With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery...

Monday 2 March 2026

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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