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NEWS TAGGED OPINION
Monday 3 August 2026
Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization
DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle...
Monday 3 August 2026
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026
Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

Token prices are falling while overall AI usage continues to surge — a trend this column examined in March 2026 and one that...

Friday 31 July 2026
Analysis: The AI buildout stopped being a demand story

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

Friday 31 July 2026
Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap
CXMT's IPO marks a shift in China's DRAM strategy from capacity building towards mainstream products, process upgrades, and global competition, according to DIGITIMES Intelligence.
Friday 31 July 2026
Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...

Friday 31 July 2026
Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single...

Thursday 30 July 2026
Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...

Thursday 30 July 2026
Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026
Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China
As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating...
Wednesday 29 July 2026
Column: Taiwan suppliers' path into US Space Force supply chain
As the debate over the US fiscal 2027 defense spending plan to dismantle the Space Development Agency (SDA) continues, the Proliferated Warfighter Space Architecture's (PWSA) transport...
Wednesday 29 July 2026
Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

Xiaomi is preparing to unveil a new car technology platform on July 30, signaling a deeper move into the range-extended electric vehicle...

Wednesday 29 July 2026
Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026
Column: Enterprise AI asset is learning loops, not models

For the past two decades, enterprise information governance has focused on protecting data through classification, encryption, backups,...