Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition that has extended from electric vehicles (EVs) to internal combustion engine (ICE) cars. This price war threatens the long-standing asset value preservation moat these German luxury brands have built over 30 years
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and power consumption as core bottlenecks in data transmission and switching, elevating the role of optical interconnects and silicon photonics (SiPh). With support from AI chip leader Nvidia, the notion of optics gradually replacing copper has moved to the center of industry debate
With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery installations, led by CATL's commanding 39.2% share. The numbers make clear this isn't a run of bad luck; it's a structural problem
The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project was meant to anchor a new era of American dominance in AI. More than a year on, it has yet to move beyond rhetoric
Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate training of their own systems
A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told investors its total compute spending target through 2030 would be approximately US$600 billion. That figure was quickly set against CEO Sam Altman's earlier pledge of US$1.4 trillion in infrastructure investment, leading some to conclude the company is pulling back sharply. It is not
Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia
CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum
The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by heterogeneous integration rather than monolithic shrink, reshaping how power, performance, area, and cost are optimized
As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset
In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science parks, and ports
One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first quarter of 2026. This move marks Foxtron's shift from solely product design and development toward vertical integration, gaining full control over its brand and distribution channels—the critical "export gateway.
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates
China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously, announcing Day-0 adaptation and optimization as soon as new models are introduced
Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as TSMC, Micron, ASE, and SK Hynix have shown strong interest in acquiring these high-spec cleanroom facilities to accelerate expansion amid rising AI demand
