CONNECT WITH US
NEWS TAGGED COMPETITION
Tuesday 24 March 2026
DJI sues Insta360 in China, escalating patent dispute in sports imaging market
Competition in China's action camera and drone markets is intensifying, as DJI has filed a lawsuit against rival Insta360, marking a sharp escalation in a rivalry that had already...
Tuesday 24 March 2026
TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize...
Tuesday 24 March 2026
Apple supply chain shift and LG price cuts reshape OLED market
Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...
Friday 20 March 2026
Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
Friday 20 March 2026
OpenAI plans new 'super app' merging ChatGPT, Codex, and Atlas as competition with Anthropic for enterprise customers heats up
OpenAI is planning to launch a "super app" combining its ChatGPT app, browser Atlas, and coding platform Codex, according to the Wall Street Journal. The strategic shift comes...
Friday 20 March 2026
China's AI robot industry surges on market freedom and strategic autonomy
Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological...
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Tuesday 17 March 2026
Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

Tuesday 17 March 2026
OpenAI reportedly exploring US$10B AI venture with private equity firms

OpenAI is reportedly in advanced discussions with major private equity firms to form a joint venture aimed at accelerating enterprise adoption...

Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
Monday 16 March 2026
Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI
A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores...
Monday 16 March 2026
OpenAI rolls Sora into ChatGPT, seeing more in store for engagement
The Information reports that OpenAI is preparing to integrate its AI video generator Sora directly into ChatGPT — a move aimed at reigniting user engagement as competition...
Friday 13 March 2026
Adobe reports strong earnings as CEO announces planned departure

Adobe reported stronger-than-expected quarterly results while announcing that longtime CEO Shantanu Narayen will step down after nearly...

Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern...
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek...