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NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 2 June 2026
Analysis: RTX Spark expands PC ecosystem rather than rivaling it
Nvidia used GTC Taipei on June 1, 2026, to unveil RTX Spark, also known as N1X, a new AI PC system-on-chip designed for native AI agent workloads rather than mainstream Windows PCs...
Tuesday 2 June 2026
Analysis: With Xuanji A3, BYD bets on integration over specifications
At a recent product launch, BYD Chairman and President Wang Chuanfu unveiled the company's first in-house autonomous driving system-on-chip, the Xuanji A3, marking a significant milestone...
Tuesday 2 June 2026
Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm
Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first...
Tuesday 2 June 2026
Commentary: Intel turns AI packaging crunch into foundry comeback test
Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging busines...
Tuesday 2 June 2026
Commentary: Will AI sink or save the planet?
AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons...
Monday 1 June 2026
Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial...
Monday 1 June 2026
Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat
Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei...
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...