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    Exclusive: AI-driven demand and chip price hikes raise fears of another car chip shortage
    5h 53min ago
    China auto market slumps as exports face rising geopolitical risk
    5h 53min ago
    Exclsuive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    5h 53min ago
    Apple price hikes raises questions for device upgrade timing
    5h 53min ago
    Commentary: ASML's race to catch u p shows AI's real bottleneck isn't chips — it's cleanrooms
    5h 53min ago
    China reveals first official commercial space member list, backing mature players and NTN chain
    5h 53min ago
    NEWS TAGGED COMPETITION
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Saturday 9 May 2026
    China's robots move from half-marathon to triathlon
    Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance...
    Thursday 7 May 2026
    China token prices rise while US hyperscalers flood AI infrastructure
    Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
    Thursday 7 May 2026
    Intel targets entry-level advanced packaging, draws interest from Google and Amazon
    Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
    Wednesday 6 May 2026
    China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
    As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...
    Tuesday 5 May 2026
    Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition
    Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...
    Monday 4 May 2026
    Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
    Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
    Monday 4 May 2026
    TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
    Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
    Monday 4 May 2026
    Foxconn shoots for the stars — and Starlink's playbook
    Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...
    Monday 4 May 2026
    Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
    The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
    Thursday 30 April 2026
    Cambricon earnings surge on AI compute demand
    China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
    Thursday 30 April 2026
    Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
    Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...
    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...

    7/63 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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