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Latest news and trends for industry
12
Feb
ADAS proves harder to sell than automakers expected
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Posted by
jeff
For much of the past decade, artificial intelligence served as a premium badge—an easy way for carmakers to justify higher prices and signal technological leadership. But as these systems move from promise to practice, the costs of overestimating algorithms are becoming harder to ignore. In some cases, the market itself is pushing back.
12
Feb
Young Optics narrows losses as it shifts toward AI-focused products
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Posted by
jeff
After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.
12
Feb
AI agents hit commercial inflection point, disrupting software models and cloud economics
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Posted by
jeff
Silicon Valley’s long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic’s programming tool Claude Code signal a shift from experimental deployments to broad enterprise engagement.
12
Feb
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
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Posted by
jeff
Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic move may prove to be a financial yoke on SpaceX, especially since, from a technical standpoint, it makes more sense to merge xAI with Tesla than with SpaceX.
12
Feb
Samsung weighs Europe chip expansion after Intel retreat opens German window
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Posted by
jeff
Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the region tightens local production requirements and Germany seeks a replacement for a cancelled flagship chip investment.
12
Feb
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
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Posted by
jeff
As global supply chains shift from globalization toward regionalization and the “China plus one” strategy persists, Singapore’s role in Southeast Asia has undergone a fundamental transformation. Once primarily a transshipment hub for trade, the city-state has evolved into a regional coordination and compliance center. Observations indicate that Taiwanese and Chinese companies are now utilizing Singapore to pursue distinctly different strategic approaches.