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    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    Apr 22, 17:49
    Breaking down the challenges facing the new Apple CEO
    Apr 22, 17:49
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Apr 22, 17:49
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    Apr 22, 17:49
    Memory price surge hits India smartphone shipments in 1Q26
    Apr 22, 17:49
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    Apr 22, 17:49
    NEWS TAGGED COMMENTARY
    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...
    Saturday 18 April 2026
    Commentary: AI drives CPU crunch, lifting data center demand and pricing

    The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

    Friday 17 April 2026
    Commentary: Robots are selling, but profits are not; data is the real prize

    Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
    Wednesday 8 April 2026
    Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization
    Recently, the American Institute in Taiwan (AIT) has made a series of unusually high-profile appearances at promotional events for US automakers such as Jeep and Ford. The rare visibility...
    Wednesday 8 April 2026
    Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
    The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
    Thursday 2 April 2026
    Commentary: What's the real game behind Arm's chip venture?
    Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
    Wednesday 1 April 2026
    Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
    On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...
    Tuesday 31 March 2026
    Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

    Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook