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Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
Friday 20 March 2026
Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
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...