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    YMTC and XMC expansion headlines Wuhan's newly unveiled 2026 projects plan
    1h 16min ago
    Lisuan’s 6nm GPU won Microsoft WHQL certification
    1h 17min ago
    Commentary: What's the deal behind TEL China management shake-up
    1h 17min ago
    China's EV and export surge shakes global auto industry
    1h 17min ago
    Structural risks rise for global auto market as US policy swings and China faces overcapacity
    1h 17min ago
    Nvidia: GPU allocation follows first-come, first-served, not highest bidder
    1h 17min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Thursday 5 March 2026
    Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
    Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Wednesday 4 March 2026
    Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
    A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
    Tuesday 3 March 2026
    Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

    During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

    Monday 2 March 2026
    Commentary: German automotive price war in China threatens used car residual value system
    Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition...
    Monday 2 March 2026
    Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
    As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
    Monday 2 March 2026
    Analysis: Europe's stalled gigafactory push threatens battery autonomy
    With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery...
    Thursday 26 February 2026
    Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
    The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
    Wednesday 25 February 2026
    Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
    Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook