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    Analysis: Why ASML's layoffs focused on Europe and US but not China
    Jan 29, 18:27
    Chip cooling pioneers: The 1981 patent keeping today's AI servers alive
    Jan 29, 18:27
    Dutch restrictions on Nexperia sounds alarm for European semiconductor industry
    Jan 29, 18:27
    Samsung notebook and smartphone prices rise amid chip inflation era
    Jan 29, 18:27
    Chinese panel makers' production cuts drive TV panel price rise in February
    Jan 29, 18:27
    Exclusive: Tesla's AI ecosystem boosts space solar energy interest among Taiwan suppliers
    Jan 29, 18:27
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Thursday 29 January 2026
    In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
    In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

    As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

    Wednesday 28 January 2026
    Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
    In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
    Wednesday 28 January 2026
    Analysis: Does Foxconn's Mitsubishi venture make it an automaker?
    The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...
    Tuesday 27 January 2026
    Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
    OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
    Tuesday 27 January 2026
    Commentary: Behind the scenes of Jensen Huang's China trip
    While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
    Tuesday 27 January 2026
    Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
    Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Monday 26 January 2026
    Commentary: China's RISC-V progress from C-Sky to T-Head
    Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
    Monday 26 January 2026
    Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

    Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

    Monday 26 January 2026
    Tariff uncertainty pushes US allies to rethink China ties

    When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Friday 23 January 2026
    Analysis: How Howard Lutnick is redrawing the memory-chip map

    US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

    Thursday 22 January 2026
    Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

    Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

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    KLA
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook