News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

Wednesday 29 July 2026

Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

Monday 27 July 2026

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...

Sunday 26 July 2026

Podcast highlights: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

This excerpt from DIGITIMES analyst Luke Lin's podcast covers two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...

Saturday 25 July 2026

Commentary: OpenAI and Apple heat up AI hardware; Anthropic stands apart

As OpenAI extends its foundation model outward to capture every entry point, Anthropic has chosen almost the opposite path. Rather than emulate Google or Apple, Anthropic is concentrating...

Friday 24 July 2026

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

Wednesday 22 July 2026

Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Monday 20 July 2026

Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

Monday 20 July 2026

Commentary: Apple sues OpenAI, but Trump holds the whistle

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

Saturday 18 July 2026

Podcast highlights: Samsung, SK Hynix in Washington's crosshairs over memory fabs

On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK...

Friday 17 July 2026

Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks...

Friday 17 July 2026

China's AI chips hit three walls — and bet on 3D memory to break through

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

Thursday 16 July 2026

Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend...

Thursday 16 July 2026

Commentary: Ennoconn-Kontron deal highlights physical AI supply chain reshuffle

AI technologies and applications have matured rapidly in recent years. That has driven trends such as edge AI and physical AI. The...

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