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NEWS TAGGED COMMENTARY AND ANALYSIS

Saturday 30 May 2026

Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain

When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the...

Friday 29 May 2026

Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit

Three days at Plug and Play's Silicon Valley May summit left me with a clear takeaway: the technology industry is undergoing a structural shift, not just another hype cycle. Here are...

Friday 29 May 2026

Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips

Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...

Thursday 28 May 2026

Commentary: China's AI chip certification becomes new market gatekeeper

China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something...

Tuesday 26 May 2026

Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled Fastlane 2030. At...

Tuesday 26 May 2026

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...

Tuesday 26 May 2026

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...

Saturday 23 May 2026

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...

Thursday 21 May 2026

Commentary: Trump's Taiwan chip claim tests TSMC's silence

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such...

Thursday 21 May 2026

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

Thursday 21 May 2026

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...

Thursday 21 May 2026

Column: Agentic AI's autonomy problem—the security risks from machines that act

Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason,...

Thursday 21 May 2026

Analysis: Why Taiwan's telcos aren't following the US playbook on satellite

Verizon, AT&T, and T-Mobile have formed a joint venture to expand direct-to-device (D2D) satellite service and eliminate mobile coverage dead zones across the US, prompting scrutiny...

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

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BIZ FOCUS

Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

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