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NEWS TAGGED ANALYSIS
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,...

Thursday 12 February 2026
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
Why SMIC’s full fabs don’t guarantee fatter profits
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
Tuesday 10 February 2026
Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail
Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.
Tuesday 10 February 2026
Analysis: How Singapore turns talent, R&D into an optics edge
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia...
Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
Wednesday 4 February 2026
Analysis: AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
Wednesday 4 February 2026
Analysis: The Musk consolidation — AI, autos, space under one roof
In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate...
Tuesday 3 February 2026
Analysis: China's AI model race tightens into a three-way contest
China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
Friday 30 January 2026
Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply
Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...
Friday 30 January 2026
Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...