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    NEWS TAGGED ANALYSIS
    Saturday 7 February 2026
    Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
    Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
    Thursday 5 February 2026
    Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
    Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    Analysis: The Musk consolidation — AI, autos, space under one roof
    In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate...
    Tuesday 3 February 2026
    Analysis: China's AI model race tightens into a three-way contest
    China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
    Friday 30 January 2026
    Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply
    Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...
    Friday 30 January 2026
    Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
    ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

    As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

    Wednesday 28 January 2026
    Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
    In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
    Wednesday 28 January 2026
    Analysis: Does Foxconn's Mitsubishi venture make it an automaker?
    The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...
    Tuesday 27 January 2026
    Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
    Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Friday 23 January 2026
    Analysis: How Howard Lutnick is redrawing the memory-chip map

    US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook