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    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...
    Wednesday 16 September 2026
    Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

    Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year...

    Tuesday 15 September 2026
    Inside CIOE: takeaways from China's biggest optoelectronics show
    Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
    Tuesday 15 September 2026
    Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

    The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...

    Saturday 12 September 2026
    Commentary: Apple sends off Cook with a foldable flourish, but Ternus's trial is still ahead
    Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device...
    Wednesday 9 September 2026
    Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
    In September 2020, Huawei's smartphone business suffered a severe blow.
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    Oct 5, 08:00
    AI Family Digital Twins Bridge Elder Care Gaps
    Friday 2 October 2026
    Digital Divide: Hackathon Team Debuts Senior-Friendly 'AI Butler'
    Thursday 1 October 2026
    Speed 3D Showcases On-Device AI Generation with Snapdragon X2 Elite
    Thursday 1 October 2026
    From Excel to Editable Presentations: AI Streamlines Financial Reporting
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