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Wednesday 26 November 2025
Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld...
Wednesday 26 November 2025
Commentary: TSMC's lawsuit against ex-SVP walks US-Taiwan tightrope
TSMC has sued former SVP, Wei-Jen Lo, for allegedly violating non-compete agreements after joining Intel, but industry insiders believe the case may be quietly dropped given the geopolitical...
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
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...
Monday 17 November 2025
Research insight: NTN emerges as a disruptive force in the 6G era
With the advent of 5G-Advanced (5.5G) in 2024, the journey toward 6G is swiftly approaching. Non-terrestrial networks (NTN) have become a key transformative force in the future of...
Monday 17 November 2025
Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market
SpaceX continues to dominate the low Earth orbit (LEO) satellite communications market, but other US companies are advancing with distinct strategies aimed at capturing emerging opportunities...
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...

Sunday 16 November 2025
Research Insight: What's next for the hydrogen energy industry?
The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global...
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...
Saturday 15 November 2025
Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components
The US satellite industry has evolved over nearly seven decades through sustained investment from NASA and the Department of Defense (DoD). Early NASA commercial resupply and launch...
Friday 14 November 2025
Exclusive: Taiwan firms play key roles in OneWeb's expanding satellite ecosystem

As low-Earth-orbit (LEO) satellite networks move from development into full commercial deployment, major operators are racing to expand...

Friday 14 November 2025
Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback
SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing...
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
Thursday 13 November 2025
Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for...