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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Friday 26 September 2025
    Commentary: Huawei's EV blitz tests Xiaomi's viability
    On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was...
    Wednesday 24 September 2025
    Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
    Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
    Tuesday 23 September 2025
    Commentary: China’s display push challenges Taiwan’s panel makers
    Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend...
    Tuesday 23 September 2025
    Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
    Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
    Tuesday 23 September 2025
    Commentary: How did Intel go from AMD ally to Nvidia partner?
    On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
    Tuesday 23 September 2025
    Commentary: Xiaomi recall highlights global carmakers' divide on auto driving
    Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry...
    Monday 22 September 2025
    Commentary: Lip-Bu Tan gambles on AI as Intel's last chip shot
    Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not...
    Friday 19 September 2025
    Analysis: After Nvidia invests in Intel, who's next?

    Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced...

    Thursday 18 September 2025
    Commentary: China's tech industry eyes global expansion at homegrown expos
    A pair of major technology expositions in China has concluded, offering a look into the country's tech supply chain, which is navigating US trade tensions with a firm commitment to...
    Thursday 18 September 2025
    Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision
    Alibaba Group founder Jack Ma has stepped back into the spotlight, reclaiming a central role in the company's strategy after years of relative absence since his 2019 exit as chairman...
    Wednesday 17 September 2025
    Commentary: Handcuffing workers shocks South Korea; MAGA strategy risks backfiring
    On July 30, 2025, US President Donald Trump announced that the US would reduce the "reciprocal tariff" rate imposed on South Korea from 25% to 15%. In return, South Korea pledged...
    Wednesday 17 September 2025
    Commentary: Smartphone chipmakers rebrand as Qualcomm, Apple, MediaTek, and Xiaomi refresh product names to stay competitive
    Qualcomm will unveil its latest Snapdragon flagship mobile platform next week and has officially confirmed the chip will be called Snapdragon 8 Elite Gen 5. The move comes as part...
    Tuesday 16 September 2025
    Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
    On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative,...
    Monday 15 September 2025
    Google eyes Nvidia's turf with new TPU-as-a-service model

    In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking...

    Saturday 13 September 2025
    Commentary: China's chip sector faces the citizenship question
    Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling...
    1/22 pages
    Research Report Database
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Wednesday 24 September 2025
    GUC Launches Next - Generation 2.5D/3D APT Platform Leveraging TSMC's Latest 3DFabric and Advanced Process Technologies
    Wednesday 24 September 2025
    Wise Integration Appoints Ghislain Kaiser, Successful High-Tech Entrepreneur & Former Intel Executive, as CEO to Lead Global Growth
    Tuesday 23 September 2025
    Quantum resilience: Quantum cryptography will protect the future of the global network equipment supply chain
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