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    China's GPU Four race to power large models, eye inference surge
    45min ago
    NEWS TAGGED COMMENTARY
    Thursday 31 July 2025
    Foxconn and Teco team up on AI infra, starting with Stargate

    Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

    Wednesday 30 July 2025
    Cheaper than two Huawei phones: Unitree's US$5.4K R1 launch shatters humanoid robot prices
    Chinese robotics startup Unitree Robotics has launched its latest humanoid robot, the R1, at just CNY39,000 (US$5,430) — the lowest price to date in China's humanoid robot market...
    Wednesday 30 July 2025
    Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
    Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...
    Monday 28 July 2025
    Endless tariff negotiations make August 1 deadline unlikely
    US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
    Monday 28 July 2025
    Commentary: Intel's 14A pivot clears runway for TSMC
    The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel and...
    Friday 25 July 2025
    Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
    As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...
    Friday 25 July 2025
    Tesla's price cuts challenge premium brand positioning as EV competition intensifies
    Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...
    Friday 25 July 2025
    Tariffs blur ASML's outlook, but China anchors the bottom line
    ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
    Thursday 24 July 2025
    Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
    As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries,...
    Tuesday 22 July 2025
    Foxconn eyes robotaxi market with scalable manufacturing strategy
    As cars become increasingly electric and intelligent, fully autonomous vehicles—designed to free the driver's hands—are rapidly emerging as a central force shaping the...
    Monday 21 July 2025
    Global tech showdown post-tariffs shines spotlight on US-China rivalry
    The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
    Sunday 20 July 2025
    Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
    Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...
    Friday 18 July 2025
    Inside Innolux’s retreat from a fading LCD battlefield
    With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective...
    Friday 18 July 2025
    US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
    Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...
    Friday 18 July 2025
    TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it

    TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue...

    10/19 pages
    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook