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NEWS TAGGED COMMENTARY

Thursday 17 July 2025

H20 reenters China: lifeline for AI startups, blow to GPU sovereignty

Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...

Thursday 17 July 2025

Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Wednesday 16 July 2025

Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door

The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the...

Tuesday 15 July 2025

GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk

With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...

Monday 14 July 2025

Gogoro's zero monthly rental plan aims to retain customers but sparks debate over hidden fees

On July 8, 2025, Gogoro announced its new zero monthly rental plan, stirring considerable discussion. However, every coin has two sides - what exactly is Gogoro offering with this...

Thursday 10 July 2025

Stay or relocate: Taiwan makers weigh exodus amid weak government support

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...

Wednesday 9 July 2025

Intel halts in-house glass substrate development as Tan avoids 'R&D trap'

Glass substrates are considered one of the key directions for advanced packaging development, especially showing significant potential in high-performance computing (HPC) and data...

Wednesday 9 July 2025

Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant

With global EV growth decelerating, Taiwan's Foxconn is pressing ahead with its electric vehicle ambitions. The company is reportedly in advanced talks with Nissan Motor over a potential...

Monday 7 July 2025

Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses

Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and...

Friday 4 July 2025

US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box

US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...

Thursday 3 July 2025

Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls

On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From...

Wednesday 2 July 2025

Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlight

The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring...

Monday 30 June 2025

From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook

The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel's current and former CEOs. Pat Gelsinger, who recently stepped...

Thursday 26 June 2025

Trump launches strike on Iran, signals no letup in tariff policy

As the deadline for President Trump's tariff deferrals approaches on July 9, global attention shifts to the G7 summit in Canada, where...

Tuesday 24 June 2025

Taiwan tech supply chains brace for tariff deadline amid currency headwinds

Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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