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    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    5h 17min ago
    Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
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    Huawei’sTau Law breath new air into China's advanced packaging
    5h 37min ago
    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
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    CSP capex surge fuels hot AI server demand and tight supply in 2026
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    Google and Blackstone form AI cloud venture to commercialize TPU capacity
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    Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications
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    Intel 18A yield gains raise pressure on Samsung foundry
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    NEWS TAGGED COMMENTARY AND ANALYSIS
    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

    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...
    Wednesday 20 May 2026
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
    ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
    Tuesday 19 May 2026
    Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
    China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
    1/26 pages
    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook