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    Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards
    7h 55min ago
    Apple foldable iPhone to drive 2026 recovery for display supply chain
    7h 55min ago
    Analysis: China moves against oversized EV batteries amid fiscal and supply-chain concerns
    7h 55min ago
    Analysis:Old rivals, new round: why Innoscience publicly took on Infineon in Shanghai
    7h 55min ago
    Chinese chip veteran with ties to China's national secrets projects launches stealth 3D AI chip startup
    7h 55min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Thursday 2 July 2026
    Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive
    The annual Shangri-La Dialogue, considered the most important defense and security conference in the Asia-Pacific region, was held this year in Singapore at the end of May. For this...
    Thursday 2 July 2026
    Analysis: How long can memory's AI-driven boom last?
    The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...
    Wednesday 1 July 2026
    Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
    Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
    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
    Inside Corning: a century of R&D bets, and why optical fiber is paying off again

    Preface

    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...
    1/27 pages
    Research Report Database
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook