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Friday 13 February 2026
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
Friday 13 February 2026
Display makers exit old LCD plants as chipmakers hunt cleanrooms
Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
Friday 13 February 2026
Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs
The European Commission plans to unveil its "localization ratio" policy by late February 2026 to shape Europe's manufacturing sovereignty. Yet Stellantis's abrupt halt to construction...
Friday 13 February 2026
Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
Thursday 12 February 2026
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic...
Wednesday 11 February 2026
Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes
Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...
Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
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,...