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NEWS TAGGED COMMENTARY
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...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Thursday 24 July 2025
Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries,...
Tuesday 22 July 2025
Foxconn eyes robotaxi market with scalable manufacturing strategy
As cars become increasingly electric and intelligent, fully autonomous vehicles—designed to free the driver's hands—are rapidly emerging as a central force shaping the...
Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
Sunday 20 July 2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...
Friday 18 July 2025
Inside Innolux’s retreat from a fading LCD battlefield
With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective...
Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...
Friday 18 July 2025
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing...