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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 22 April 2026
Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge
Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...
Wednesday 22 April 2026
Analysis: Apple's new CEO has a secret robot team — and big plans for your home
Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to...
Wednesday 22 April 2026
Commentary: Apple's succession play sees engineering credibility meet commercial legacy
Every major tech transition has exposed a different kind of leadership. The PC era rewarded visionaries. The mobile era rewarded operators. The AI era, Apple is betting, will reward...
Wednesday 22 April 2026
Commentary: Apple CEO change sounds alarm for China suppliers
Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
Wednesday 22 April 2026
Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel
Tesla's Terafab project is accelerating, with the company targeting substantial in-house chip production to support autonomous driving, robotaxis, humanoid robots, and AI infrastructure...
Tuesday 21 April 2026
Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.
Tuesday 21 April 2026
Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers
Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through...
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows
Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many...
Saturday 18 April 2026
Commentary: Humanoid robot marathon highlights four industry benchmarks
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological...
Saturday 18 April 2026
Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Friday 17 April 2026
Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.