CONNECT WITH US
NEWS TAGGED COMPETITION
Monday 25 August 2025
OpenAI's CPO steps down amid fierce AI talent competition
Julia Villagra, OpenAI's Chief People Officer, left the company on August 22, according to Reuters and Bloomberg. OpenAI confirmed her departure, with Fidji Simo,...
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
Thursday 21 August 2025
Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain
Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...
Thursday 21 August 2025
Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Reports that Chinese automaker BYD may enter the Taiwanese market through indirect channels have sparked widespread debate, reflecting...

Tuesday 19 August 2025
China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact
China's copper-clad laminate (CCL) producers, pressured by surging raw material costs and intensifying competition, have issued new price increase notices. Kingboard, Meizhou Weilibang...
Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...
Monday 18 August 2025
Honda's hybrid blueprint shapes China's growing PHEV market

As competition in China's electric vehicle (EV) market intensifies and range anxiety persists, plug-in hybrid electric vehicles (PHEVs)...

Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
Taiwan's motor driver IC makers capture AI server market share
Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...
Friday 15 August 2025
Smart glasses market heats up as optics players vie for early leadership
The smart glasses market is set to enter a critical year in 2025, with competition escalating among European, American, Chinese, and now Taiwanese companies. Taiwan's HTC Corporation...
Thursday 14 August 2025
Ennostar targets AI optical communication and microLED as future growth drivers
Facing a stronger New Taiwan dollar and intensified competition in the LED industry, Ennostar reported an expanded loss in the second quarter of 2025. However, its microLED technology...
Thursday 14 August 2025
OpenAI launches GPT-5 with competitive API pricing, intensifying LLM market rivalry
OpenAI has launched GPT-5, introducing a notable reduction in API pricing for input and output tokens. This move may heighten competition among language model providers and lead competitors...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Wednesday 13 August 2025
IPO wave puts China's humanoid robot industry to the test
China's humanoid robot industry is entering a rapid commercialization phase, with IPO pipelines expanding and capital inflows surging, as domestic manufacturers intensify competition...
Friday 8 August 2025
OpenAI's new AWS deal and open models sharpen US edge in global AI race
OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...