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Monday 4 May 2026
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
Monday 4 May 2026
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
Monday 4 May 2026
Foxconn shoots for the stars — and Starlink's playbook
Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...
Monday 4 May 2026
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
Thursday 30 April 2026
Cambricon earnings surge on AI compute demand
China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
Thursday 30 April 2026
Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...
Wednesday 29 April 2026
Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
Wednesday 29 April 2026
BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026
The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Wednesday 29 April 2026
Europe turns into battleground as Chinese automakers surge and Kia trims price gap
Competition in Europe's car market is intensifying, with Tesla's March price-driven rebound of the Model Y and record sales by Chinese brands prompting established automakers to rethink...
Wednesday 29 April 2026
Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
Wednesday 29 April 2026
Samsung doubles down on 2nm as TSMC pushes toward 1nm
Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...
Wednesday 29 April 2026
American-made Fords are selling out in Taiwan — and prices are going up to match
Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.
Tuesday 28 April 2026
US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...