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NEWS TAGGED OPINION

Friday 16 January 2026

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising...

Friday 16 January 2026

Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise

The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

Commentary: 90-day negotiation is key in US chip tariffs

The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...

Thursday 15 January 2026

Column: Q-Day could break the internet—and the countdown has started

The development of quantum computing is increasingly taking on the character of a global arms race. Nations and corporations that secure...

Wednesday 14 January 2026

Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await

TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...

Tuesday 13 January 2026

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook

DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...

Tuesday 13 January 2026

Column: IBM's 50-year-old liquid cooling patent shapes today's AI data center cooling

If today's AI data centers are blazing "powder kegs" of heat, IBM was the visionary that prepared the "fire extinguisher" half a century ago. While Nvidia's top chips now require water...

Monday 12 January 2026

Commentary: CES 2026 marks end of AR hype, start of price wars

For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...

Monday 12 January 2026

Column: Decoding Jensen Huang's CES 2026 keynote and the AI infrastructure reset

At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase,...

Friday 9 January 2026

Commentary: China redirects AI race to manufacturing systems

China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...

Friday 9 January 2026

Commentary: How fragile is the China–Japan semiconductor supply chain?

China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...

Friday 9 January 2026

Commentary: China's DCS probe against Japan shows where substitution is viable

China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...

Friday 9 January 2026

Commentary: OpenAI's AI devices could force a 5G SA reckoning

Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

Thursday 8 January 2026

Column: Infrastructure boom over, US AI now faces profitability reckoning

The US AI sector stands at a crossroads. After years of breakneck infrastructure expansion, cracks are beginning to show in the financial foundation supporting this boom.

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook