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    NEWS TAGGED ANALYSIS
    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
    OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Monday 16 March 2026
    Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI
    A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores...
    Monday 16 March 2026
    Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom
    AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing...
    Friday 13 March 2026
    Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
    The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Monday 2 March 2026
    Analysis: Europe's stalled gigafactory push threatens battery autonomy
    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...
    Thursday 26 February 2026
    Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
    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...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    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...
    Wednesday 18 February 2026
    Analysis: 2nm shifts chipmaking from scaling to chiplet integration

    The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

    Wednesday 18 February 2026
    Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
    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...
    Monday 16 February 2026
    Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
    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...
    Friday 13 February 2026
    Analysis: China's AI models and chips align on day one

    China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook