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    Beijing's tech standards reshape global auto industry
    5min ago
    NEWS TAGGED OPINION
    Monday 12 January 2026
    Commentary: CES 2026 marks end of AR hype, start of price wars
    For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...
    Monday 12 January 2026
    Column: Decoding Jensen Huang's CES 2026 keynote and the AI infrastructure reset
    At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase,...
    Friday 9 January 2026
    Commentary: China redirects AI race to manufacturing systems
    China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...
    Friday 9 January 2026
    Commentary: How fragile is the China–Japan semiconductor supply chain?
    China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...
    Friday 9 January 2026
    Commentary: China's DCS probe against Japan shows where substitution is viable
    China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
    Friday 9 January 2026
    Commentary: OpenAI's AI devices could force a 5G SA reckoning

    Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

    Thursday 8 January 2026
    Column: Infrastructure boom over, US AI now faces profitability reckoning
    The US AI sector stands at a crossroads. After years of breakneck infrastructure expansion, cracks are beginning to show in the financial foundation supporting this boom.
    Wednesday 7 January 2026
    Column: US political economy enters new era of industrial revival and strategic decoupling
    The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national...
    Tuesday 6 January 2026
    Chang Wah interview: strong lead frame growth despite precious metals shortage
    Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
    Saturday 3 January 2026
    Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge
    Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and...
    Saturday 3 January 2026
    Commentary: When the grid can't keep up with the algorithm
    Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...
    Saturday 3 January 2026
    Analysis: Chip boom squeezes device makers as surging component costs threaten margins
    The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
    Thursday 1 January 2026
    Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
    The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...
    Wednesday 31 December 2025
    Z.ai illustrates how open-source AI models are influencing commercial adoption
    On December 30, Chinese AI company Z.ai launched a share sale to raise HK$4.35 billion (approx. US$560 million), aiming to become the first large language model (LLM) developer listed...
    Wednesday 31 December 2025
    Analysis: America's new 'Manhattan Project' puts AI at the center of power

    When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity...

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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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