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NEWS TAGGED COMMENTARY
Tuesday 21 April 2026
Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.
Monday 20 April 2026
Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows
Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many...
Saturday 18 April 2026
Commentary: Humanoid robot marathon highlights four industry benchmarks
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological...
Saturday 18 April 2026
Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Friday 17 April 2026
Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
Wednesday 8 April 2026
Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization
Recently, the American Institute in Taiwan (AIT) has made a series of unusually high-profile appearances at promotional events for US automakers such as Jeep and Ford. The rare visibility...
Wednesday 8 April 2026
Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
Thursday 2 April 2026
Commentary: What's the real game behind Arm's chip venture?
Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
Wednesday 1 April 2026
Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%,...
Tuesday 31 March 2026
Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Monday 30 March 2026
Commentary: US chip security act ends China's special AI chip supply
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
Thursday 26 March 2026
Commentary: TSMC chairman exposes three realities behind China's robot FOMO
When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...
Wednesday 25 March 2026
Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab
Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...