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NEWS TAGGED COMMENTARY
Wednesday 6 August 2025
TSMC's 2nm leak: usual suspects and smoke screens galore
A recent incident involving employees from TSMC and Japan's Tokyo Electron Limited (TEL) has sparked a Taiwanese investigation into a possible breach of national security-level semiconductor...
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Solid-state batteries address three major energy challenges in humanoid robots
The AI-driven humanoid robot market is rapidly heating up, becoming a popular application area for global tech giants and startups alike. Whether in smart manufacturing, logistics...
Saturday 2 August 2025
Why Intel is avoiding Tesla's chip orders
Tesla CEO Elon Musk recently made headlines with a large order placed with Samsung Foundry. Aside from the reported eight-year contract valued at US$16.5 billion, speculation about...
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Thursday 31 July 2025
Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Wednesday 30 July 2025
Cheaper than two Huawei phones: Unitree's US$5.4K R1 launch shatters humanoid robot prices
Chinese robotics startup Unitree Robotics has launched its latest humanoid robot, the R1, at just CNY39,000 (US$5,430) — the lowest price to date in China's humanoid robot market...
Wednesday 30 July 2025
Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...
Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...
Friday 25 July 2025
Tesla's price cuts challenge premium brand positioning as EV competition intensifies
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...