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Monday 11 May 2026
Analysis: Forget the hardware race — Unitree wants to own the robot platform
When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers was amusement
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Tuesday 12 May 2026
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race
Tuesday 12 May 2026
Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual components toward integrated systems spanning autonomous driving sensors, in-cabin safety, autonomous logistics vehicles, and localized supply-chain integration
Tuesday 12 May 2026
Commentary: Musk's xAI exit shows Anthropic's AI strength
On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large share of his AI compute to another AI firm, Anthropic. Three years after Musk gathered 12 researchers from DeepMind, Google, and OpenAI to found xAI with the stated goal to "understand the universe," he has now moved to shut it down
Tuesday 12 May 2026
Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products
Friday 8 May 2026
Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another part of the company's business is rapidly shrinking in China
Friday 8 May 2026
Column: The sim-to-real problem—why robots that pass every test still fail on the floor
Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles, and repeat — all without touching a single physical robot
Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees
The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According to foreign media reports, China's "Big Fund" — formally known as the China Integrated Circuit (IC) Industry Investment Fund — is in talks to lead an investment in AI startup DeepSeek, with the company's valuation approaching US$45 billion
Thursday 7 May 2026
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable
Thursday 7 May 2026
Research Insight: AI memory boom squeezes automotive supply, driving costs higher
Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive system performance. But as demand surges, AI applications are reshaping the global memory supply chain — reallocating capacity and creating structural pressures that are tightening supply and driving up prices
Wednesday 6 May 2026
Explainer: Why Supermicro's margins bounced back — one customer pulled back
Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery to product mix improvement and growth in the company's Data Center Building Block Solutions (DCBBS) business. The earnings call transcript, however, tells a simpler story. The single customer that drove 63% of revenue in the second quarter fell to 27% in the third quarter. That mix shift — toward higher-margin enterprise and neocloud buyers — did most of the work
Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential
Tuesday 5 May 2026
Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies and purchase discounts, and weak purchasing power, are deepening market imbalance. The key variable remains American consumers' real buying power
Tuesday 5 May 2026
SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery
Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware scaling toward deeper control of "perception capabilities" and "real-world data.
Tuesday 5 May 2026
Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China
Tuesday 5 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to tighten