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    Memory shortage cuts smartphone OLED shipments in 1Q26
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    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
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    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
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    China seeks South Korean chip suppliers to bypass US controls
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    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
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    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
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    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Friday 15 May 2026
    Commentary: The Thucydides trap and TSMC's COUPE
    On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
    Friday 15 May 2026
    Analysis: Mythos sparks access fight as AI models become strategic assets
    Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...
    Friday 15 May 2026
    Analysis: Europe embraces Chinese EVs while North America loses momentum
    Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy...
    Thursday 14 May 2026
    Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
    The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and...
    Thursday 14 May 2026
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

    Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Monday 11 May 2026
    Analysis: Forget the hardware race — Unitree wants to own the robot platform
    When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers...
    Friday 8 May 2026
    Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

    Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    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