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NEWS TAGGED OPINION
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
Column: Can post-quantum encryption survive AI's next breakthrough?

Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without...

Tuesday 3 November 2026
Commentary: Foxconn charts its own path beyond humanoid robot hype
Although robots received less coverage at Foxconn's 2026 Hon Hai Tech Day (HHTD 26) than in 2025, the company demonstrated the confidence of a global manufacturing leader by looking...
Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Monday 2 November 2026
Column: Samsung's memory boom reshapes its investment strategy
Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and...
Monday 2 November 2026
Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed...
Sunday 1 November 2026
Interview: Pactum sees AI as a cybersecurity boon despite public fear
High-profile breaches caused by AI agents from frontier labs are leading to public alarm over what AI means for the future of cybersecurity. However, Taivo Pungas, chief intelligence...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Saturday 31 October 2026
DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Saturday 31 October 2026
Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand
Millimeter-wave (mmWave) technology was previously used mainly in military and aerospace applications, where costs were extremely high. Now, as high-frequency communications and non-terrestrial...
Friday 30 October 2026
From living neurons to enterprise AI: TBC pursues faster video generation with AWS
The Biological Computing Co. (TBC), a San Francisco startup that grows living neurons in its lab to find ways to make AI models more efficient, launched its first publicly available...
Friday 30 October 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...