DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook

When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers was amusement

Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy is my friend." The deal gives Anthropic access to SpaceX's Colossus 1 data center, with more than 220,000 Nvidia GPUs, potentially easing near-term capacity constraints for Claude

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds as planned, it would mark Trump's first visit to Beijing since returning to the White House and the most consequential meeting between the two leaders since the escalation of the US-China technology war reshaped the global economy

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across the server CPU market and shifting attention back toward x86 computing infrastructure

Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another part of the company's business is rapidly shrinking in China

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles, and repeat — all without touching a single physical robot

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According to foreign media reports, China's "Big Fund" — formally known as the China Integrated Circuit (IC) Industry Investment Fund — is in talks to lead an investment in AI startup DeepSeek, with the company's valuation approaching US$45 billion

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive system performance. But as demand surges, AI applications are reshaping the global memory supply chain — reallocating capacity and creating structural pressures that are tightening supply and driving up prices

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery to product mix improvement and growth in the company's Data Center Building Block Solutions (DCBBS) business. The earnings call transcript, however, tells a simpler story. The single customer that drove 63% of revenue in the second quarter fell to 27% in the third quarter. That mix shift — toward higher-margin enterprise and neocloud buyers — did most of the work

The AI spending arms race just got more expensive — and more consequential

US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies and purchase discounts, and weak purchasing power, are deepening market imbalance. The key variable remains American consumers' real buying power

Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware scaling toward deeper control of "perception capabilities" and "real-world data.

China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China