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    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...

    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...
    4/22 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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