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    Chinese private satellite firms accelerate IPOs, boosting financial space applications
    11h 11min ago
    Commrntary: TCL and Lenovo upgrade global strategies after CES 2026
    11h 11min ago
    Shift in supply chain dynamics challenges China's NPI dominance
    11h 11min ago
    SAS chair warn challenges ahead forTaiwan-US industries, unveils new wafer and green energy strategy
    11h 11min ago
    Taiwanese firms prepare for silicon photonics CPO packaging opportunities amid AI data center growth
    11h 11min ago
    Inventec secures Google TPU server L10 orders, marking milestone for Taiwan ODMs
    11h 11min ago
    NEWS TAGGED COMMENTARY
    Wednesday 21 January 2026
    Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
    On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
    Wednesday 21 January 2026
    Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

    As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket...

    Monday 19 January 2026
    Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
    After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
    Monday 19 January 2026
    Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

    The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

    Friday 16 January 2026
    Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise
    The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...
    Friday 16 January 2026
    Commentary: TSMC's unstoppable momentum faces one wild card
    Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
    Friday 16 January 2026
    Commentary: 90-day negotiation is key in US chip tariffs
    The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...
    Wednesday 14 January 2026
    Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
    TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
    Monday 12 January 2026
    Commentary: CES 2026 marks end of AR hype, start of price wars
    For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...
    Friday 9 January 2026
    Commentary: China redirects AI race to manufacturing systems
    China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...
    Friday 9 January 2026
    Commentary: How fragile is the China–Japan semiconductor supply chain?
    China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...
    Friday 9 January 2026
    Commentary: China's DCS probe against Japan shows where substitution is viable
    China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
    Friday 9 January 2026
    Commentary: OpenAI's AI devices could force a 5G SA reckoning

    Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

    Saturday 3 January 2026
    Commentary: When the grid can't keep up with the algorithm
    Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...
    Thursday 1 January 2026
    Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
    The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...
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    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    DEEPX Unveils Vision as a Physical AI Infrastructure Company at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook