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    NEWS TAGGED OPINION
    Friday 30 January 2026
    Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply
    Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...
    Friday 30 January 2026
    Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
    ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...
    Thursday 29 January 2026
    In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
    In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

    As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

    Thursday 29 January 2026
    Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
    I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
    Wednesday 28 January 2026
    Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
    In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
    Wednesday 28 January 2026
    Analysis: Does Foxconn's Mitsubishi venture make it an automaker?
    The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...
    Tuesday 27 January 2026
    Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
    Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
    Tuesday 27 January 2026
    Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
    OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
    Tuesday 27 January 2026
    Commentary: Behind the scenes of Jensen Huang's China trip
    While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
    Tuesday 27 January 2026
    Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
    Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Monday 26 January 2026
    Commentary: China's RISC-V progress from C-Sky to T-Head
    Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
    Monday 26 January 2026
    Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

    Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

    1/37 pages
    KLA
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook