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NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...
Saturday 11 October 2025
Analysis: Larry Ellison overtakes Musk as world's richest man
Larry Ellison, the 81-year-old head of long-standing Silicon Valley tech giant Oracle, has surpassed Elon Musk to become the world's richest person. Ellison transformed the company...
Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles,...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Tuesday 7 October 2025
Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt
Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain...
Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
Analysis: Trump's chip probe threatens to backfire on America
The Trump administration's investigation into semiconductor imports has unleashed deep uncertainty across the global tech industry—and the fallout may hit American companies...
Tuesday 30 September 2025
Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and...
Sunday 28 September 2025
Commentary: OpenAI faces two major challenges after cash infusion
Following Nvidia’s plan to invest up to US$100 billion in OpenAI, six of the seven major US tech giants—excluding Tesla—have either partnered with or are potential...
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...