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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
    7h 21min ago
    Memory price surge to slash US PC shipments by 13% in 2026
    7h 21min ago
    Micron advances GDDR stacking technology to compete in post-HBM era
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    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
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    China's Longsys advances AI-driven memory controller architecture with SPU innovation
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    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
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    NEWS TAGGED COMMENTARY
    Tuesday 31 March 2026
    Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

    Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

    Monday 30 March 2026
    Commentary: US chip security act ends China's special AI chip supply
    The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
    Thursday 26 March 2026
    Commentary: TSMC chairman exposes three realities behind China's robot FOMO
    When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...
    Wednesday 25 March 2026
    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab
    Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...
    Tuesday 24 March 2026
    Commentary: Trump's Middle East AI data center push under threat from Iran conflict
    In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation...
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    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.
    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...
    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...
    Monday 16 March 2026
    Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
    On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
    Friday 13 March 2026
    AW 2026: a reality check for the fully autonomous era
    Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern...
    Wednesday 11 March 2026
    Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

    Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact...

    Tuesday 10 March 2026
    Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

    Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek...

    Tuesday 10 March 2026
    Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
    Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...
    Friday 6 March 2026
    Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
    Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
    1/19 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook