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NEWS TAGGED COMMENTARY
Friday 6 February 2026
Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's...
Thursday 5 February 2026
Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo
In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke.
Thursday 5 February 2026
Commentary: China's robot spectacles must go beyond the stage
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than...
Tuesday 3 February 2026
Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan
Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening...
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Tuesday 27 January 2026
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Monday 26 January 2026
Commentary: China's RISC-V progress from C-Sky to T-Head
Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

Monday 26 January 2026
Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Thursday 22 January 2026
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

Thursday 22 January 2026
Commentary: China's NPI edge comes under pressure
Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
Wednesday 21 January 2026
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
Wednesday 21 January 2026
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket...