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    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China EV tech
    11h 0min ago
    Hanmi Semiconductor expands Taiwan and US push for potential Terafab supply chain role
    11h 0min ago
    CXMT said to poach more than 200 South Korean engineers
    11h 0min ago
    Memory price surge hit low-end phones, putting Chinese brands under pressure
    11h 0min ago
    TSMC’s Wei says it will not raise prices aggressively as AI bottlenecks spread
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    China EV startups return to losses in 1Q26 amid price war and R&D pressure
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    NEWS TAGGED COMMENTARY
    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...

    Monday 30 March 2026
    Commentary: US chip security act ends China's special AI chip supply
    The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
    Thursday 26 March 2026
    Commentary: TSMC chairman exposes three realities behind China's robot FOMO
    When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...
    Wednesday 25 March 2026
    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab
    Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...
    Tuesday 24 March 2026
    Commentary: Trump's Middle East AI data center push under threat from Iran conflict
    In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation...
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    Friday 20 March 2026
    Commentary: Taiwan's display panel makers are quietly becoming chip companies
    Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
    Thursday 19 March 2026
    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    4/17 pages
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook