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    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Saturday 13 June 2026
    Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system
    TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

    Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

    Thursday 11 June 2026
    Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention
    Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms,...
    Wednesday 10 June 2026
    Commentary: How AI boom gave Nokia and BlackBerry a second life
    The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Tuesday 9 June 2026
    Analysis: E-paper moves beyond the shelf into smart mobility at COMPUTEX 2026
    At COMPUTEX 2026, e-paper moved beyond e-readers and electronic shelf labels, finding new applications in vehicles, signage, and smart mobility. The technology's expansion signals...
    Tuesday 9 June 2026
    Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
    One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
    Tuesday 9 June 2026
    Commentary: How Nvidia turned Computex into its own annual coronation
    Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
    Tuesday 9 June 2026
    Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst
    Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same...
    Friday 5 June 2026
    Analysis: How Jensen Huang pays top-dollar talent to keep Nvidia on top
    When Jensen Huang was asked in Taipei about Samsung Electronics' recent labor dispute, the Nvidia chief executive offered a characteristically direct response.
    Friday 5 June 2026
    Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market
    Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...
    Friday 5 June 2026
    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech
    Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their...
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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook