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NEWS TAGGED COMMENTARY AND ANALYSIS
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...
Thursday 4 June 2026
Commentary: Wired or wireless, connectivity steals the spotlight at Computex 2026
Computex 2026 was again dominated by the latest computing chips, with Nvidia's RTX Spark drawing heavy attention and debate. Yet another theme is moving closer to the centre of the...
Wednesday 3 June 2026
Analysis: New AI race is redefining semiconductor industry at Computex
Computex 2026 showcased the industry's latest innovations with its usual fanfare. Yet beneath the spectacle, the event revealed something far more consequential: artificial intelligence...
Wednesday 3 June 2026
Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
Wednesday 3 June 2026
Commentary: China shifts exports toward higher-value tech as US trade pressure reshapes supply chains
China moved toward higher-value exports in response to escalating US trade and technology restrictions, reshaping global supply chains and forcing manufacturers to absorb higher costs,...
Tuesday 2 June 2026
Analysis: RTX Spark expands PC ecosystem rather than rivaling it
Nvidia used GTC Taipei on June 1, 2026, to unveil RTX Spark, also known as N1X, a new AI PC system-on-chip designed for native AI agent workloads rather than mainstream Windows PCs...
Tuesday 2 June 2026
Analysis: With Xuanji A3, BYD bets on integration over specifications
At a recent product launch, BYD Chairman and President Wang Chuanfu unveiled the company's first in-house autonomous driving system-on-chip, the Xuanji A3, marking a significant milestone...
Tuesday 2 June 2026
Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm
Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first...
Tuesday 2 June 2026
Commentary: Intel turns AI packaging crunch into foundry comeback test
Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging busines...
Tuesday 2 June 2026
Commentary: Will AI sink or save the planet?
AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons...
Monday 1 June 2026
Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial...