Insights
With less than a month remaining until COMPUTEX, the PC industry’s biggest annual event, expectations for this year’s show appear more subdued than usual. According to Zhu Shi’s column on TechNews, the PC market has been hit by soaring memory prices this year, leading to a noticeable decline i...
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The rise of agentic AI is fueling fresh debate over the future GPU-to-CPU balance in AI systems, with Arm CEO Rene Haas now weighing in on the discussion. According to a transcript published by Investing.com, Haas said that while CPUs may not outnumber GPUs on a chip basis, they could from a core-co...
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In terms of the patent dispute with German chipmaker Infineon, Innoscience, in a May 8 press release, announced that the U.S. International Trade Commission (“ITC”) issued a Final Determination in Investigation No. 337‑TA‑1414 confirming that Innoscience’s current gallium nitride (“GaN...
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As TSMC has decided to upgrade its 2nd Kumamoto fab to 3nm, the foundry giant is also exploring to secure more opportunities for its mature nodes in Japan. According to its press release on May 8, Sony and TSMC announced the signing of a non-binding memorandum of understanding (MOU) to establish a s...
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Baidu’s Kunlunxin, which confidentially filed for a main board listing on the Hong Kong Stock Exchange in January 2026, is reportedly advancing its capital market plans further. According to EE Times China, Kunlunxin launched its STAR Market listing guidance process on May 7, 2026, marking the rol...