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NEWS TAGGED COMMENTARY AND ANALYSIS

Monday 19 January 2026

Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

Friday 16 January 2026

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising...

Friday 16 January 2026

Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise

The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

Commentary: 90-day negotiation is key in US chip tariffs

The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...

Wednesday 14 January 2026

Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await

TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...

Monday 12 January 2026

Commentary: CES 2026 marks end of AR hype, start of price wars

For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...

Friday 9 January 2026

Commentary: China redirects AI race to manufacturing systems

China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...

Friday 9 January 2026

Commentary: How fragile is the China–Japan semiconductor supply chain?

China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...

Friday 9 January 2026

Commentary: China's DCS probe against Japan shows where substitution is viable

China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...

Friday 9 January 2026

Commentary: OpenAI's AI devices could force a 5G SA reckoning

Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

Saturday 3 January 2026

Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and...

Saturday 3 January 2026

Commentary: When the grid can't keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...

Saturday 3 January 2026

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...

Thursday 1 January 2026

Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways

The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook