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    Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy
    5min ago
    Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
    17min ago
    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    May 26, 18:10
    Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
    May 26, 18:10
    Huawei’sTau Law breath new air into China's advanced packaging
    May 26, 17:50
    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
    May 26, 17:50
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    May 26, 17:50
    Google and Blackstone form AI cloud venture to commercialize TPU capacity
    May 26, 17:50
    Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications
    May 26, 17:50
    Intel 18A yield gains raise pressure on Samsung foundry
    May 26, 17:50
    NEWS TAGGED COMMENTARY
    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

    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...
    Wednesday 20 May 2026
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
    ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
    Tuesday 19 May 2026
    Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
    China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
    Friday 15 May 2026
    Commentary: The Thucydides trap and TSMC's COUPE
    On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

    Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook