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NEWS TAGGED OPINION
Monday 1 September 2025
Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite
Since April 2025, tariffs imposed by President Donald Trump have cast a long shadow over Taiwan's car market, dragging down sales for most brands. Premium electric vehicles bore the...
Friday 29 August 2025
Foxconn unit tests digital health strategy
Foxconn has been promoting its "3+3+3" innovation strategy, positioning digital health as a core element. Chih-Hsiung Chiang, general manager of Foxconn's Business Group B, clearly...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots
Humanoid robots remain far from commercial readiness, with ongoing doubts about their practicality and technical feasibility. As debate continues over when — or even if —...
Thursday 28 August 2025
Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles
Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...
Wednesday 27 August 2025
Commentary: Trump eyes TSMC's Arizona fab as leverage to lift Intel and 'Made in America' drive
Since August 11, 2025, when Intel CEO Lip-Bu Tan met with US President Donald Trump at the White House, and following the White House confirmation on August 22 that it would subsidize...
Tuesday 26 August 2025
Research Insights: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects
At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and...
Tuesday 26 August 2025
Research Insights: Humanoid robots are coming, but hardware may decide how fast
Nvidia's framing of the next AI wave as "physical AI" has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES...
Monday 25 August 2025
Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks
The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...
Monday 25 August 2025
Research Insights: AI data centers turn to decentralized clean energy to meet Gigawatt demands
As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...
Saturday 23 August 2025
Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market
The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...
Friday 22 August 2025
Column: AI's growing role in transforming energy systems worldwide
Artificial intelligence (AI) is reshaping energy systems by enhancing their resilience, efficiency, and sustainability. The relationship between AI and energy is reciprocal: AI relies...
Friday 22 August 2025
Analysis: Is the US taking a page from China's 'Big Fund'?
SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...
Friday 22 August 2025
Commentary: Pixel 10 marks Google's decade of hardware struggles
The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings...