Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech tensions
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain somewhat ambiguous, concerns regarding whether demand for AI chips can continue to grow are rising
As Washington escalates tariff tensions, imposes new AI chip restrictions, and pressures chipmakers to invest in the US, TSMC finds itself navigating three major challenges that could redefine its global strategy
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As Trump aims to pressure manufacturers into investing in US manufacturing through tariffs, China continues to vigorously develop its brands
The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection's Cargo Systems Messaging Service (CSMS) listing exemptions for 20 HTS product categories, including notebooks, smartphones, tablets, and processors. Market watchers are paying close attention to forthcoming new tariff rates for semiconductors and pharmaceuticals, and perhaps more importantly, how the US's trade war on China will develop
As US-China tariff tensions intensify, Beijing is taking aim at American-made semiconductors with new origin rules that could redraw the global chip supply map
The US-China trade war is stuck in a deadlock, with both governments refusing to back down. Beijing's early defiance—vowing to "fight to the end"—gave way to silence after Washington announced tariff hikes reaching 145%, signaling a tactical recalibration by Chinese authorities
China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country Garden Holdings. These crises triggered a significant decline in societal wealth and caused urban real estate prices to fall, resulting in numerous incomplete construction projects. These challenges present complex problems that are difficult to resolve
Donald Trump's approach to policy—be it trade, diplomacy, or domestic affairs—is best described as a political hairpin turn. Each abrupt pivot sends shockwaves through markets, rattles diplomats, and keeps corporate boardrooms on edge
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal tariffs earlier this month
The US government announced an executive order for reciprocal tariffs on April 2, 2025, imposing additional tariffs ranging from 11% to 50% on 57 countries with significant trade deficits starting April 9. Taiwan's tariff rate was set at 32%
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about rumored partnerships with struggling competitors like Intel
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff exemptions. However, insiders caution that the narrative of Taiwanese firms "losing orders" may not hold up under scrutiny
