Commentary: When the grid can’t keep up with the algorithm
Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints…
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts…
White House delays furniture tariff increases for a year
The U.S. is pushing back duty increases due to “productive negotiations” with trading partners, keeping the current 25% rate in…
Memory shortages to persist through 2026 as AI server demand surges
Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI…
Asus to pause new smartphone launches in 2026, maintain mobile operations
Smartphone distributors in Taiwan have recently said they are no longer able to obtain Asus handsets through local agents and…
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are…
Global auto market faces turning point in 2026 as competition in China intensifies
The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering…