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NEWS TAGGED COMMENTARY
Monday 12 October 2026
Commentary: Largan plays defense in phones, presses CPO offensive
Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...
Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
Tuesday 6 October 2026
The death of the software seat: cheaper AI tokens turn enterprise computing into metered labor
The ferocious push toward artificial intelligence is gathering momentum amid growing industry demand for higher AI inference and increasingly compute-intensive models.
Monday 5 October 2026
Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant:...
Monday 5 October 2026
TSMC, Intel named as Musk's Terafab ambitions face reality check
As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel...
Monday 5 October 2026
Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism
This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push...
Friday 2 October 2026
Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and...
Friday 2 October 2026
Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as...
Wednesday 30 September 2026
Commentary: What risks does China's DRAM capacity face amid tightening market?
China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip?
Wednesday 30 September 2026
Commentary: Garmin returns to OLED, putting Micro LED on notice
Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...
Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported...

Wednesday 23 September 2026
Commentary: Zhengfei Ren rumors expose a deeper chill across China's tech sector

Online rumors that Huawei founder Zhengfei Ren and his family had disappeared from public view have reignited concern over the fate...

Thursday 17 September 2026
The Trump-Jensen speakerphone diplomacy: how Nvidia turned political pressure into a seat at the table
The relationship between Nvidia CEO Jensen Huang and US President Donald Trump has evolved from policy friction to a strategic alignment. The rapid shift in their dynamic reflects...