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NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Foxconn skips server wars, targets AI data centers with Teco
As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...
Tuesday 5 August 2025
Solid-state batteries address three major energy challenges in humanoid robots
The AI-driven humanoid robot market is rapidly heating up, becoming a popular application area for global tech giants and startups alike. Whether in smart manufacturing, logistics...
Saturday 2 August 2025
Why Intel is avoiding Tesla's chip orders
Tesla CEO Elon Musk recently made headlines with a large order placed with Samsung Foundry. Aside from the reported eight-year contract valued at US$16.5 billion, speculation about...
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Thursday 31 July 2025
Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have pushed...
Wednesday 30 July 2025
Cheaper than two Huawei phones: Unitree's US$5.4K R1 launch shatters humanoid robot prices
Chinese robotics startup Unitree Robotics has launched its latest humanoid robot, the R1, at just CNY39,000 (US$5,430) — the lowest price to date in China's humanoid robot market...
Wednesday 30 July 2025
Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...
Tuesday 29 July 2025
Tesla differentiates through full supply chain decarbonization
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...
Tuesday 29 July 2025
How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide

Intel's decline didn't happen overnight.