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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    10h 41min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    10h 41min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    10h 41min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    10h 41min ago
    Agentic AI drives a global compute shortage across the full supply chain
    10h 41min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Monday 1 June 2026
    Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall
    The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial...
    Monday 1 June 2026
    Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat
    Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei...
    Saturday 30 May 2026
    Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain
    When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the...
    Friday 29 May 2026
    Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit
    Three days at Plug and Play's Silicon Valley May summit left me with a clear takeaway: the technology industry is undergoing a structural shift, not just another hype cycle. Here are...
    Friday 29 May 2026
    Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
    Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
    Thursday 28 May 2026
    Commentary: China's AI chip certification becomes new market gatekeeper
    China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something...
    Tuesday 26 May 2026
    Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

    In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled Fastlane 2030. At...

    Tuesday 26 May 2026
    Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
    As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...
    Tuesday 26 May 2026
    Analysis: Nvidia's Vera CPU opens new front in data center chip race

    Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

    Monday 25 May 2026
    Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
    For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Thursday 21 May 2026
    Commentary: Trump's Taiwan chip claim tests TSMC's silence
    US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such...
    Thursday 21 May 2026
    Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

    China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

    Thursday 21 May 2026
    Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
    Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
    Thursday 21 May 2026
    Column: Agentic AI's autonomy problem—the security risks from machines that act
    Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason,...
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    AsiaCPO
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook