中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
    2h 6min ago
    China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
    2h 6min ago
    With 97.5% reliance on Israel, Bromine supply chain risks emerge
    2h 6min ago
    Foxconn deepens EV vertical integration with CDMS model for streamlined production
    2h 6min ago
    Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
    2h 8min ago
    Cooling fan makers remain optimistic about 2026 operations
    2h 10min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
    OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Monday 16 March 2026
    Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI
    A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores...
    Monday 16 March 2026
    Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom
    AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing...
    Monday 16 March 2026
    Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
    On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
    Friday 13 March 2026
    AW 2026: a reality check for the fully autonomous era
    Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern...
    Friday 13 March 2026
    Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
    The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.
    Wednesday 11 March 2026
    Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

    Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact...

    Tuesday 10 March 2026
    Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

    Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek...

    Tuesday 10 March 2026
    Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
    Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...
    Friday 6 March 2026
    Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
    Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
    Friday 6 March 2026
    Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive
    Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence...
    Friday 6 March 2026
    Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment
    Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced...
    3/25 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook