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NEWS TAGGED ANALYSIS
Tuesday 2 June 2026
Analysis: RTX Spark expands PC ecosystem rather than rivaling it
Nvidia used GTC Taipei on June 1, 2026, to unveil RTX Spark, also known as N1X, a new AI PC system-on-chip designed for native AI agent workloads rather than mainstream Windows PCs...
Tuesday 2 June 2026
Analysis: With Xuanji A3, BYD bets on integration over specifications
At a recent product launch, BYD Chairman and President Wang Chuanfu unveiled the company's first in-house autonomous driving system-on-chip, the Xuanji A3, marking a significant milestone...
Tuesday 2 June 2026
Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm
Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first...
Monday 1 June 2026
Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial...
Monday 1 June 2026
Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat
Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei...
Saturday 30 May 2026
Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the...
Friday 29 May 2026
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
Tuesday 26 May 2026
Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...
Tuesday 26 May 2026
Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
Saturday 23 May 2026
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
Thursday 21 May 2026
Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
Thursday 21 May 2026
Analysis: Why Taiwan's telcos aren't following the US playbook on satellite
Verizon, AT&T, and T-Mobile have formed a joint venture to expand direct-to-device (D2D) satellite service and eliminate mobile coverage dead zones across the US, prompting scrutiny...
Friday 15 May 2026
Analysis: Mythos sparks access fight as AI models become strategic assets
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...
Friday 15 May 2026
Analysis: Europe embraces Chinese EVs while North America loses momentum
Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy...