News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

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...

Thursday 14 May 2026

Column: Why robots aren't ready for the real world — yet

Over the past 15 years, several major technological paradigms have crossed the commercial threshold from "zero to one" and into mass adoption.

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...

Wednesday 13 May 2026

Column: Global space race shifts from military to sovereign

The global space and defense industry is undergoing a strategic transformation — from treating space as a force multiplier to claiming it as a domain of sovereign control.

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

Research insight: Taiwan's auto tech pushes beyond components into autonomous systems

A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual...

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...

Tuesday 12 May 2026

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...

Monday 11 May 2026

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

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...

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