CONNECT WITH US
NEWS TAGGED COMMENTARY
Tuesday 28 April 2026
Commentary: What Amap reveals about AI navigation, data control
AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...
Tuesday 28 April 2026
Commentary: Tim Cook's sole omission during 15-year tenor
On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in...
Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
Sunday 26 April 2026
Commentary: Sodium batteries reset EV cost structure and supply chain balance

For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply...

Friday 24 April 2026
Commentary: DeepSeek rethinks funding strategy under talent drain and AI race
The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external...
Wednesday 22 April 2026
Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge
Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...
Wednesday 22 April 2026
Commentary: Apple's succession play sees engineering credibility meet commercial legacy
Every major tech transition has exposed a different kind of leadership. The PC era rewarded visionaries. The mobile era rewarded operators. The AI era, Apple is betting, will reward...
Wednesday 22 April 2026
Commentary: Apple CEO change sounds alarm for China suppliers
Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
Tuesday 21 April 2026
Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.
Monday 20 April 2026
Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows
Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many...
Saturday 18 April 2026
Commentary: Humanoid robot marathon highlights four industry benchmarks
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological...
Saturday 18 April 2026
Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Friday 17 April 2026
Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.