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    NEWS TAGGED COMMENTARY
    Saturday 21 February 2026
    Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

    Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

    Wednesday 18 February 2026
    Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

    CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Friday 13 February 2026
    Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
    The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
    Friday 13 February 2026
    Display makers exit old LCD plants as chipmakers hunt cleanrooms
    Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
    Friday 13 February 2026
    Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs
    The European Commission plans to unveil its "localization ratio" policy by late February 2026 to shape Europe's manufacturing sovereignty. Yet Stellantis's abrupt halt to construction...
    Friday 13 February 2026
    Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
    Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
    Thursday 12 February 2026
    Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
    Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic...
    Wednesday 11 February 2026
    Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes
    Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...
    Tuesday 10 February 2026
    Commentary: From retreat to return, SMIC's long road back to advanced packaging
    China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
    Friday 6 February 2026
    Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
    TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's...
    Thursday 5 February 2026
    Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo
    In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke.
    Thursday 5 February 2026
    Commentary: China's robot spectacles must go beyond the stage
    Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than...
    Tuesday 3 February 2026
    Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan
    Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening...
    Thursday 29 January 2026
    In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
    In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
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    aiexpo2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook