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Friday 23 January 2026
Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Thursday 22 January 2026
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

Thursday 22 January 2026
Commentary: China's NPI edge comes under pressure
Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
Wednesday 21 January 2026
Weekly research roundup: EV market splits and edge AI foundry war
While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...
Wednesday 21 January 2026
Column: Japan bets on deep-sea rare earth mining to break China's supply grip
On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu...
Wednesday 21 January 2026
Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving
Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets...
Wednesday 21 January 2026
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket...

Wednesday 21 January 2026
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
Monday 19 January 2026
Research Insight: The rising chip cost inside every car is forcing a rethink in China
As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...
Monday 19 January 2026
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
Monday 19 January 2026
Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

Monday 19 January 2026
NIST's PQC standards trigger global race to secure data before quantum attacks arrive
In August 2024, the US National Institute of Standards and Technology (NIST) finalized three Post-Quantum Cryptography (PQC) standards, known as FIPS 203, 204, and 205. These standards...