CONNECT WITH US
NEWS TAGGED COMMENTARY
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Tuesday 27 January 2026
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Monday 26 January 2026
Commentary: China's RISC-V progress from C-Sky to T-Head
Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

Monday 26 January 2026
Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Thursday 22 January 2026
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

Thursday 22 January 2026
Commentary: China's NPI edge comes under pressure
Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
Wednesday 21 January 2026
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
Wednesday 21 January 2026
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket...

Monday 19 January 2026
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
Monday 19 January 2026
Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

Friday 16 January 2026
Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise
The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...
Friday 16 January 2026
Commentary: TSMC's unstoppable momentum faces one wild card
Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...