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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 19 August 2026
Commentary: Tsinghua Unigroup distances itself from failed US$15 billion Dongguan chip-cloud project

Tsinghua Unigroup's former "chip-to-cloud" expansion strategy unraveled after a debt crisis in 2020 and subsequent bankruptcy restructuring...

Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
Charts: Memory, not logic, is doing the work in Taiwan's July chip revenue

Scale and growth have decoupled. TSMC still supplies more than half the sector's monthly sales, but the growth table now belongs to...

Wednesday 19 August 2026
Charts: New capacity is starting to show up in Taiwan's packaging and test revenue
Ardentec credits a new fab entering volume production for the sharpest monthly jump in the sub-sector; ELASER's revenue nearly doubled year on year on customer demand.
Tuesday 18 August 2026
Analysis: China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film

China's semiconductor self-reliance campaign is moving beyond lithography machines and advanced processors into less visible materials...

Tuesday 18 August 2026
Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model...

Friday 14 August 2026
Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan...

Friday 14 August 2026
Analysis: Google's Pixel tests Android's competitive balance

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales....

Thursday 13 August 2026
Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and...

Tuesday 11 August 2026
Analysis: Google's AI shake-up shifts power from star scientists to managers
Google has carried out its biggest artificial intelligence (AI) reorganization since merging Google Brain and DeepMind in 2023, putting Sundar Pichai and Koray Kavukcuoglu at the center...
Monday 10 August 2026
Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng...

Sunday 9 August 2026
Commentary: From free flow to tight control — how tech talent became a national security asset

Tech talent has moved from being simply a hiring priority to a matter of national security. As major economies increasingly tie talent...

Saturday 8 August 2026
Analysis: Memory makers hold US$38 billion that isn't theirs to keep

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

Saturday 8 August 2026
Commentary: China IC design rules reshape patent battles

China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...

Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...