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Wednesday 29 April 2026
Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
Wednesday 29 April 2026
BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026
The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Wednesday 29 April 2026
Europe turns into battleground as Chinese automakers surge and Kia trims price gap
Competition in Europe's car market is intensifying, with Tesla's March price-driven rebound of the Model Y and record sales by Chinese brands prompting established automakers to rethink...
Wednesday 29 April 2026
Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
Wednesday 29 April 2026
Samsung doubles down on 2nm as TSMC pushes toward 1nm
Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...
Wednesday 29 April 2026
American-made Fords are selling out in Taiwan — and prices are going up to match
Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.
Tuesday 28 April 2026
US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

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
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
Monday 27 April 2026
Analysis: Beijing Auto Show signals new phase in China's EV race
The 2026 Beijing International Automotive Exhibition opened on April 24 with a scale that stands in sharp contrast to the contraction of many global auto shows. Spanning roughly 380,000...
Monday 27 April 2026
Exclusive: As cars go digital, cybersecurity emerges as industry's new battleground
As the global automotive industry moves toward deeper integration of electronic and electrical (E/E) architectures, a new axis of competition is emerging: digital sovereignty. Fueled...
Monday 27 April 2026
Meta and Alibaba blur social media and e-commerce boundaries
The rise of generative AI has blurred the boundaries between the social media and e-commerce industries, driving a shift in their business models that has been exemplified by recent...
Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon...