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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 9 January 2026
Commentary: China redirects AI race to manufacturing systems
China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...
Friday 9 January 2026
Commentary: How fragile is the China–Japan semiconductor supply chain?
China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Friday 9 January 2026
Commentary: OpenAI's AI devices could force a 5G SA reckoning

Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

Saturday 3 January 2026
Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge
Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and...
Saturday 3 January 2026
Commentary: When the grid can't keep up with the algorithm
Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
Thursday 1 January 2026
Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...
Wednesday 31 December 2025
Analysis: America's new 'Manhattan Project' puts AI at the center of power

When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity...

Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle...
Tuesday 30 December 2025
Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Analysis: From factory floor to showroom, Foxconn reconsiders its role in EV

In recent years, Foxconn has steadily expanded its ambitions in electric vehicles, moving beyond its traditional role as a platform provider...

Monday 22 December 2025
Analysis: Foxtron's Luxgen deal brings the suppliers more uncertainty than clarity

The long-rumored transfer of Luxgen, the automotive brand under Yulon Motor, to Foxtron Vehicle Technologies—a joint venture between...

Friday 19 December 2025
Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging...