News tagged commentary at DIGITIMES

NEWS TAGGED COMMENTARY

Wednesday 10 June 2026

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...

Tuesday 9 June 2026

Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems

One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...

Friday 5 June 2026

Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech

Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their...

Thursday 4 June 2026

Commentary: Wired or wireless, connectivity steals the spotlight at Computex 2026

Computex 2026 was again dominated by the latest computing chips, with Nvidia's RTX Spark drawing heavy attention and debate. Yet another theme is moving closer to the centre of the...

Wednesday 3 June 2026

Commentary: China shifts exports toward higher-value tech as US trade pressure reshapes supply chains

China moved toward higher-value exports in response to escalating US trade and technology restrictions, reshaping global supply chains and forcing manufacturers to absorb higher costs,...

Tuesday 2 June 2026

Commentary: Intel turns AI packaging crunch into foundry comeback test

Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging busines...

Tuesday 2 June 2026

Commentary: Will AI sink or save the planet?

AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons...

Friday 29 May 2026

Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit

Three days at Plug and Play's Silicon Valley May summit left me with a clear takeaway: the technology industry is undergoing a structural shift, not just another hype cycle. Here are...

Thursday 28 May 2026

Commentary: China's AI chip certification becomes new market gatekeeper

China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something...

Tuesday 26 May 2026

Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled Fastlane 2030. At...

Thursday 21 May 2026

Commentary: Trump's Taiwan chip claim tests TSMC's silence

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such...

Thursday 21 May 2026

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

Thursday 21 May 2026

Column: Agentic AI's autonomy problem—the security risks from machines that act

Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason,...

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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