News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

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...

Friday 8 May 2026

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...

Friday 8 May 2026

Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march

Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...

Friday 8 May 2026

Column: The sim-to-real problem—why robots that pass every test still fail on the floor

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles,...

Thursday 7 May 2026

Commentary: The real AI war may be the models nobody sees

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

Thursday 7 May 2026

Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.

Thursday 7 May 2026

Research Insight: AI memory boom squeezes automotive supply, driving costs higher

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...

Wednesday 6 May 2026

Explainer: Why Supermicro's margins bounced back — one customer pulled back

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...

Tuesday 5 May 2026

Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides

The AI spending arms race just got more expensive — and more consequential.

3/38 pages

BIZ FOCUS

Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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