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    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    15min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    NEWS TAGGED COMMENTARY
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Commentary: At Beijing Auto Show, hardware takes the wheel
    For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded...
    Tuesday 28 April 2026
    Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

    Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

    Tuesday 28 April 2026
    Commentary: What Amap reveals about AI navigation, data control
    AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...
    Tuesday 28 April 2026
    Commentary: Tim Cook's sole omission during 15-year tenor
    On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in...
    Monday 27 April 2026
    Commentary: DeepSeek reframes AI competition around efficiency, not scale
    When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
    Sunday 26 April 2026
    Commentary: Sodium batteries reset EV cost structure and supply chain balance

    For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply...

    Friday 24 April 2026
    Commentary: DeepSeek rethinks funding strategy under talent drain and AI race
    The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external...
    Wednesday 22 April 2026
    Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge
    Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...
    Wednesday 22 April 2026
    Commentary: Apple's succession play sees engineering credibility meet commercial legacy
    Every major tech transition has exposed a different kind of leadership. The PC era rewarded visionaries. The mobile era rewarded operators. The AI era, Apple is betting, will reward...
    Wednesday 22 April 2026
    Commentary: Apple CEO change sounds alarm for China suppliers
    Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
    Tuesday 21 April 2026
    Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

    At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

    Tuesday 21 April 2026
    Commentary: China motorcycle maker tests premium shift through performance engineering
    When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.
    Monday 20 April 2026
    Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows
    Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many...
    Saturday 18 April 2026
    Commentary: Humanoid robot marathon highlights four industry benchmarks
    Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook