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    Anduril boosts Taiwan sourcing 15x, considering local production
    Jun 10, 19:51
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    Jun 10, 19:51
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    Jun 10, 19:51
    CPO production delay may boost growth of LPO and NPO
    Jun 10, 19:51
    Taiwanese chips gain from non-China drone supply chain demand
    Jun 10, 19:51
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Jun 10, 19:51
    NEWS TAGGED COMMENTARY AND ANALYSIS
    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...
    Saturday 21 February 2026
    Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

    Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook