News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

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...

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

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...

Thursday 26 February 2026

Analysis: As Stargate stalls, Musk races ahead in AI infrastructure

The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...

Wednesday 25 February 2026

Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls

Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation...

Wednesday 25 February 2026

Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track

A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Wednesday 18 February 2026

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

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