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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 by OpenAI, Arm seeks to offer a standardized solution that enhances ecosystem efficiency without directly competing with clients
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Tuesday 7 April 2026
Interview: Agentic AI is creating a new frontier of cybersecurity risks
AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking into company systems
Tuesday 7 April 2026
In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system
Tuesday 7 April 2026
Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026, Nvidia followed up with a US$2 billion investment in Marvell Technology. Why Huang is investing in potential competitors so aggressively remains a question
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 tool to a core enterprise infrastructure. At the same time, layoffs are accelerating across Silicon Valley tech firms, Wall Street institutions, semiconductor companies, and Taiwan IC design houses
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. Meanwhile, reports from within China indicate a growing consensus to halt imports of US-origin AI chips altogether
Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute supply of around 20 GW. He plans to build advanced wafer fabs first in Austin, Texas. However, with the 1 TW scale revealed, market reactions have been relatively cautious
Friday 27 March 2026
In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve
Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting performance, targeting one of AI's most persistent bottlenecks: memory. The breakthrough lowers inference costs and expands deployment across cloud and edge environments
Friday 27 March 2026
Analysis: OpenAI shifts to enterprise, Anthropic advances; Google Gemini leads consumer AI
By late 2025, most enterprises adopting AI chose OpenAI. In 2026, that trend is reversing. Enterprise users now increasingly favor Anthropic over OpenAI, marking a shift in competitive positioning within enterprise AI
Thursday 26 March 2026
Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax
Tripo AI, founded in 2023, is rapidly emerging in AI-driven 3D content creation, turning text prompts or 2D images into production-ready 3D models in seconds. Backed by major investors like Alibaba and Baidu Ventures, the startup addresses growing demand from gaming, XR/AR/VR, e-commerce, and digital twins, positioning itself to capture a multi-billion-dollar market by democratizing professional 3D workflows
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. Yet, the market had already quietly signaled a nuanced answer
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. This move recalls the talent migration wave over 20 years ago when Richard Chang led a team to establish Semiconductor Manufacturing International (SMIC) in China
Wednesday 25 March 2026
Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight
At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing importance of 6G standards in an AI-driven era. More consequentially, ST Liew—Vice President of Qualcomm Technologies and President for Taiwan, Southeast Asia, and Australia/New Zealand—announced a structural shift: Qualcomm's Taiwan operations will be elevated into a standalone region, reporting directly to the APAC president, on par with markets such as Japan and South Korea
Tuesday 24 March 2026
Analysis: How Nvidia is reshuffling partners for the inference era
On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU to the AI Acceleration Market," it presented a classic David-versus-Goliath narrative
Tuesday 24 March 2026
Interview: The quantum clock is ticking — here's which industries need to move now
Enterprises have a 2035 deadline. That is when the US government expects companies to have completed their migration to post-quantum cryptography — a safeguard against the encryption-breaking capabilities that quantum computers will eventually possess. But long before that reckoning arrives, quantum technology is already opening doors in finance, pharmaceuticals, and materials science. Ching-Ray Chang, director of CYCU's Quantum Information Center and a Global Quantum 100 honoree, maps out the road ahead at AI Expo Taiwan
Tuesday 24 March 2026
Commentary: Trump's Middle East AI data center push under threat from Iran conflict
In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation included Silicon Valley leaders from OpenAI, Nvidia, Oracle, Cisco, SoftBank, Microsoft, Amazon, and Google. This trip underscored the region's strategic focus on AI-driven economic growth through data centers