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    European carmakers urge delay to EU battery local-content rules
    4h 55min ago
    Huawei says Ascend passed Nvidia in China as it focuses on AI systems
    4h 55min ago
    Huawei claims it has largely cut US tech reliance, but advanced chip output still depends on DUV
    4h 56min ago
    CHina's Jinai Tech backed by state, targets 2027 pilot-line launch with ambition laid upon SEA
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    Doosan makes record CCL investment, with more than half targeted at China
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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Wednesday 7 October 2026
    Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
    Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
    Wednesday 7 October 2026
    Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
    Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
    Wednesday 7 October 2026
    Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

    Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

    Tuesday 6 October 2026
    The death of the software seat: cheaper AI tokens turn enterprise computing into metered labor
    The ferocious push toward artificial intelligence is gathering momentum amid growing industry demand for higher AI inference and increasingly compute-intensive models.
    Tuesday 6 October 2026
    Analysis: China automakers' US entry paths remain open
    The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might...
    Monday 5 October 2026
    Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
    China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant:...
    Monday 5 October 2026
    TSMC, Intel named as Musk's Terafab ambitions face reality check
    As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel...
    Monday 5 October 2026
    Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism
    This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push...
    Friday 2 October 2026
    Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
    When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and...
    Friday 2 October 2026
    Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
    Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as...
    Thursday 1 October 2026
    Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

    China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

    Thursday 1 October 2026
    5 issues to watch as Nvidia bets on hardware for AI agent security
    Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs...
    Wednesday 30 September 2026
    Commentary: What risks does China's DRAM capacity face amid tightening market?
    China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip?
    Wednesday 30 September 2026
    Commentary: Garmin returns to OLED, putting Micro LED on notice
    Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...
    Tuesday 29 September 2026
    Analysis: Elon Musk's AI safety push clashes with regulation

    Global AI has entered a period of dramatic turmoil, with leading researchers warning that top labs are "gambling with our lives" and...

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    BIZ FOCUS
    Oct 7, 08:00
    Debate Before Decision: 7 AI Agents Reduce Crypto Market Bias
    Wednesday 7 October 2026
    Chunghwa Telecom's Simplified Modular Data Center delivers fast turnkey deployment
    Tuesday 6 October 2026
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions