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Monday 16 March 2026
Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not be seen as a single model or application but rather as an emerging infrastructure system undergoing a technological revolution comparable to the industrial era
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Saturday 14 March 2026
Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI
Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation
Friday 13 March 2026
Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition
Friday 13 March 2026
Interview: Taiwan-UK MOU could deepen space supply chains and startup ties
At the 2026 Space-Comm Expo, ITRI and TSIDA signed an MOU with the UK’s ADS Group. This agreement marks a significant milestone in Taiwan-UK space cooperation, building on the momentum from the Taiwan-UK Space Industry Roundtable Forum held in September 2025
Thursday 12 March 2026
Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market
As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set it apart in a crowded market increasingly dominated by large AI platforms
Wednesday 11 March 2026
Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead
Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact with services across China's largest digital ecosystem
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents
Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities
Tuesday 10 March 2026
Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these moves may appear aimed at stemming losses in the low-margin LCD market, they actually represent a strategic retreat designed to reposition assets toward the booming AI chip packaging sector
Monday 9 March 2026
Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand
Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to DIGITIMES Research. The market is expected to show increasing regional divergence as China and Europe maintain steady expansion, while momentum in the US softens
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization meant these systems could apply learned semantic and analytical skills to new instructions and unfamiliar problem settings while maintaining stable performance. Multi-tasking meant a single foundation model could power translation, summarization, image generation, and question answering without requiring separate task-specific architectures
Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and Africa (MEA) region is not only a major sales hub but also a critical market segment
Friday 6 March 2026
Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive
Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence model division, Lin Junyang, posted a brief message on X: "me stepping down. bye my beloved Qwen.
Friday 6 March 2026
Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment
Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced that the US military has employed Anthropic's Claude and xAI's Grok models during the conflict in Iran, suggesting that large AI models have played a critical role in their operations. However, these assertions require a careful look at the facts
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate development of hybrid bonding tools for HBM production. These newer entrants aim to challenge the thermal compression bonding (TCB) equipment segment dominated by Hanmi Semiconductor. Industry observers, however, say significant technical and cost barriers remain before hybrid bonding can be adopted at scale
Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes that major economies, including China, Japan, South Korea, and the US, are following distinct development paths as AI-driven supply chain restructuring accelerates