CONNECT WITH US
NEWS TAGGED COMMENTARY AND ANALYSIS
Tuesday 25 November 2025
Commentary: SoftBank folds Ampere into its AI stack, turning up pressure on x86
Bloomberg reports that the US Federal Trade Commission (FTC) has closed its antitrust review of SoftBank Group's planned US$6.5 billion acquisition of US chip designer Ampere...
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
Sunday 16 November 2025
Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

Luxgen, the homegrown automotive brand under Taiwan's Yulon Motor, holds a unique place in the island's industrial history. Recent reports...

Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...
Thursday 13 November 2025
Column: Quantum communication races toward commercialization despite unresolved challenges
Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate...
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
Tuesday 11 November 2025
Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.
Tuesday 11 November 2025
DIGITIMES Asia spotlights three leading innovators at FIX 2025
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms...
Monday 10 November 2025
Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook
China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover...