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NEWS TAGGED OPINION
Thursday 19 March 2026
The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
Thursday 19 March 2026
Column: OpenClaw ignites China's AI agent land grab
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters...
Thursday 19 March 2026
Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026
Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
Thursday 19 March 2026
Interview: Satellites, talent, and a new UK-Taiwan space pact
Britain and Taiwan are quietly building one of the space industry's more ambitious bilateral partnerships — one grounded not just in government agreements, but in classrooms,...
Thursday 19 March 2026
Column: Cheap tokens are masking an expensive problem
The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
Wednesday 18 March 2026
In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
Wednesday 18 March 2026
Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
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
Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom
AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing...
Monday 16 March 2026
Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
Monday 16 March 2026
Interview: Taiwan's industrial spirit — the hidden geopolitical layer
As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban...
Monday 16 March 2026
Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships
In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN...
Saturday 14 March 2026
Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI
Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies...