News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

Monday 1 September 2025

Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite

Since April 2025, tariffs imposed by President Donald Trump have cast a long shadow over Taiwan's car market, dragging down sales for most brands. Premium electric vehicles bore the...

Friday 29 August 2025

Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...

Friday 29 August 2025

Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots

Humanoid robots remain far from commercial readiness, with ongoing doubts about their practicality and technical feasibility. As debate continues over when — or even if —...

Thursday 28 August 2025

Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles

Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...

Wednesday 27 August 2025

Commentary: Trump eyes TSMC's Arizona fab as leverage to lift Intel and 'Made in America' drive

Since August 11, 2025, when Intel CEO Lip-Bu Tan met with US President Donald Trump at the White House, and following the White House confirmation on August 22 that it would subsidize...

Monday 25 August 2025

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...

Monday 25 August 2025

Research Insights: AI data centers turn to decentralized clean energy to meet Gigawatt demands

As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...

Saturday 23 August 2025

Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market

The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...

Friday 22 August 2025

Analysis: Is the US taking a page from China's 'Big Fund'?

SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...

Friday 22 August 2025

Commentary: Pixel 10 marks Google's decade of hardware struggles

The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings...

Thursday 21 August 2025

Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Reports that Chinese automaker BYD may enter the Taiwanese market through indirect channels have sparked widespread debate, reflecting...

Thursday 21 August 2025

Commentary: The govt check TSMC should turn down

US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...

Wednesday 20 August 2025

Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will

As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...

Wednesday 20 August 2025

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...

Wednesday 20 August 2025

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

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Sep 9, 12:48

Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads

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