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NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 30 June 2026
Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber
Protecting patents around the world is a core value for any R&D-driven company. It is also a commitment to partnering with customers. In 2025, glass giant Corning filed nearly...
Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Tuesday 30 June 2026
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
Tuesday 30 June 2026
Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared

Apple's latest round of price increases for Macs, MacBooks, and iPads has unsettled investors and weighed on Asian technology markets,...

Monday 29 June 2026
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...
Friday 26 June 2026
Analysis: Why Apple can't wait out this memory shortage
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
Friday 26 June 2026
Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance
The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign...
Thursday 25 June 2026
Commentary: Micron turns AI memory crunch into a buyback story
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
Tuesday 23 June 2026
Commentary: Google defines AI path to ASI, validates chip boom
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial...
Friday 19 June 2026
Commentary: G7 AI fight moves to who controls frontier model access

The G7 debate over AI has moved beyond regulation and safety pledges into a harder fight over frontier model access: who can use the...

Wednesday 17 June 2026
Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to...
Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Saturday 13 June 2026
Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

Saturday 13 June 2026
Commentary: Five things I noticed at SuperAI Singapore that the keynotes did not tell you
Ten thousand attendees. One hundred and fifty speakers. Three exhibition floors. Two days. SuperAI Singapore 2026 generated enough keynote content, panel discussion, and product announcements...