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NEWS TAGGED COMMENTARY
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Friday 4 April 2025
OpenAI meets Studio Ghibli: Computing power over artistic brilliance?
OpenAI's ChatGPT recently introduced a new image generation feature, allowing users to transform images into the style of Hayao Miyazaki (Studio Ghibli), once again setting off a...
Thursday 3 April 2025
Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing)...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Foxconn's CEO rotation signals strategic evolution
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate...
Tuesday 1 April 2025
Texas leads energy storage revolution with diverse tech
Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands —...
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established...
Friday 28 March 2025
Hooked by Huawei? SiCarrier's bold debut tests the depth of China's chipmaking ambitions
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often...
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy...
Tuesday 25 March 2025
China courts Europe in bid for stability as US escalates global tariff offensive
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Saturday 22 March 2025
Meta, Google, and Amazon reshape internet with submarine cable dominance
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments...
Friday 21 March 2025
Insights revealed during casual chat between Nvidia CEO Jensen Huang and Blue
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating...
Friday 21 March 2025
Submarine cables drive global computing power race, AI training
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access,...
Friday 21 March 2025
As trade war escalates between two superpowers, Taiwan faces diminishing gray area
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's...