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NEWS TAGGED COMMENTARY
Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion—so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Tuesday 20 May 2025
Xiaomi's XRing SoC: next HiSilicon breakthrough or Zeku-style flameout?
Years after launching the Pinecone Surge S1 in 2017, Xiaomi founder and CEO Lei Jun announced the company's return to in-house smartphone chip design. Its new self-developed SoC,...
Tuesday 20 May 2025
From cold benches to courtroom benches: A tale of two chip visions
The year 2025 marks a significant moment for the Chinese-speaking semiconductor industry, presenting a striking contrast.
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...
Monday 19 May 2025
From containment to control: Trump's Gulf deals isolate Huawei and heat up AI Cold War
The US Commerce Department's Bureau of Industry and Security (BIS) has issued fresh guidelines targeting AI chips, delivering another major blow to Huawei. The directive explicitly...
Saturday 17 May 2025
From soy milk to silicon: the untold story of Taiwan's chip ascent

The documentary A Chip Odyssey, directed by Chu-Chen Hsiao and more than five years in the making,...

Friday 16 May 2025
Trump's Middle East visit brings relief to Nvidia and AI supply chain
Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump...
Thursday 15 May 2025
Taiwan's US investment push: Will talent exodus history repeat?
In the era of globalization, R&D as well as manufacturing can access capital, land, utilities, and talent locally. However, the deglobalization trend sparked by US President Donald...
Wednesday 14 May 2025
China's AI reckoning: Once-hyped unicorns face cash crunch collapse
The global boom in generative AI, fueled by OpenAI, triggered a surge of investment into Chinese AI startups. But OpenAI's recent decision to abandon its for-profit status—announced...
Tuesday 13 May 2025
Thaw or theater? US-China tariff pause masks deeper strategic fault lines
Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...
Monday 12 May 2025
Apple weighs AI search alternatives to Google—decoding the strategic message
Apple executives have stated they are evaluating adding AI-powered search to their Safari browser, a move that caused Alphabet, Google's parent company, to see its stock price plunge...
Monday 12 May 2025
Foxconn wins Mitsubishi greenlight, enters critical inflection point in its EV strategy
On May 6, Mitsubishi Motors signed a memorandum of understanding with Foxconn's EV arm, Foxtron Vehicle Technologies, to jointly explore EV development, design, and manufacturing...
Monday 12 May 2025
Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability,...

Monday 12 May 2025
Cheap cars, costly decisions: Taiwan struggles with price of trade access

In Taiwan, car prices have long been a hot topic among consumers. With recent debates surrounding whether or not to lower import tariffs,...