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    US seen tolerating high memory prices to preserve AI edge over China
    5h 37min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    5h 40min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
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    FCC blocks new Chinese inverters and robots from the US market
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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Wednesday 29 July 2026
    Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

    Xiaomi is preparing to unveil a new car technology platform on July 30, signaling a deeper move into the range-extended electric vehicle...

    Wednesday 29 July 2026
    Commentary: Why China's 2026 tech breakthroughs are a generational harvest

    Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

    Monday 27 July 2026
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
    Sunday 26 July 2026
    Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection
    This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...
    Saturday 25 July 2026
    Commentary: OpenAI and Apple heat up AI hardware; Anthropic stands apart
    As OpenAI extends its foundation model outward to capture every entry point, Anthropic has chosen almost the opposite path. Rather than emulate Google or Apple, Anthropic is concentrating...
    Friday 24 July 2026
    Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan
    Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...
    Thursday 23 July 2026
    Commentary: Intel must show real AI orders to prove its turnaround
    Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
    Thursday 23 July 2026
    In-depth: Alibaba builds three-layer AI empire across chips, memory and models
    Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...
    Wednesday 22 July 2026
    Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

    Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

    Monday 20 July 2026
    Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

    CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

    Monday 20 July 2026
    Commentary: Apple sues OpenAI, but Trump holds the whistle

    Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

    Saturday 18 July 2026
    Commentary: Samsung, SK Hynix in Washington's crosshairs over memory fabs
    On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK...
    Friday 17 July 2026
    Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

    ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks...

    Friday 17 July 2026
    China's AI chips hit three walls — and bet on 3D memory to break through
    China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
    Thursday 16 July 2026
    Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

    The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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