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    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...

    Tuesday 19 August 2025
    Commentary: TSMC shows no fear despite 300% tariff threat
    US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
    Monday 18 August 2025
    Commentary: Can Trump's stake-in steer Intel to recovery?
    The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.
    Sunday 17 August 2025
    Analysis: AI startups target Chrome as major AI application battleground
    Rising AI startups, including OpenAI and Perplexity, have shown interest in acquiring the Google Chrome browser, with Perplexity offering US$34.5 billion. Yahoo has also expressed...
    Friday 15 August 2025
    Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
    Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...
    Thursday 14 August 2025
    Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
    Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
    Wednesday 13 August 2025
    Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
    On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
    Wednesday 13 August 2025
    Trump’s 15% Nvidia chip levy hints at new trade game
    US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
    Tuesday 12 August 2025
    H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
    Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
    2/21 pages
    Asiawebinar0926
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 3 September 2025
    Tescan Unveils New Global Brand Platform 'The Art of Discovery' with APAC Rollout at SEMICON Taiwan
    Wednesday 3 September 2025
    Micraft System Plus Unveils Proprietary Thermo-Compression Bonder, Expands into Advanced Packaging Market
    Wednesday 3 September 2025
    SK hynix Introduces Industry's First Commercial High NA EUV
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES