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    NEWS TAGGED ANALYSIS
    Friday 17 July 2026
    Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

    ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks...

    Tuesday 14 July 2026
    Analysis: Why Meta's AI strategy sparked a market misread

    Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as...

    Thursday 9 July 2026
    Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

    Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

    Monday 6 July 2026
    Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
    The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...
    Monday 6 July 2026
    Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar
    Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in...
    Friday 3 July 2026
    Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns
    China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing...
    Friday 3 July 2026
    Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race
    A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered...
    Thursday 2 July 2026
    Analysis: How long can memory's AI-driven boom last?
    The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...
    Wednesday 1 July 2026
    Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
    Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
    Tuesday 30 June 2026
    Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
    As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
    Friday 26 June 2026
    Analysis: Why Apple can't wait out this memory shortage
    Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
    Friday 26 June 2026
    Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance
    The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign...
    Thursday 11 June 2026
    Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention
    Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms,...
    Tuesday 9 June 2026
    Analysis: E-paper moves beyond the shelf into smart mobility at COMPUTEX 2026
    At COMPUTEX 2026, e-paper moved beyond e-readers and electronic shelf labels, finding new applications in vehicles, signage, and smart mobility. The technology's expansion signals...
    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...
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    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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