Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos
Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed by strategic retreats—has once again put global markets and foreign capitals on edge. Critics and foreign media have taken to calling the strategy "TACO"—short for "Trump Always Chickens Out"—a jab at what they see as erratic tariff brinkmanship that ends in concessions
US-China trade negotiations resumed in London on June 9, following a joint statement issued in Geneva on May 12. In that agreement, both sides committed to lowering reciprocal and retaliatory tariffs, cutting the previous peak rate of 125% to 34%. Of this, 24% was suspended for 90 days, while 10% remains in effect
Apple's Worldwide Developers Conference (WWDC) 2025 officially kicked off this week. Weeks before the event, market rumors suggested that Apple Intelligence's progress was far behind expectations, leading to low hopes for significant announcements at WWDC. Apple made few statements about Apple Intelligence during the keynote, with most AI feature updates being practical yet unremarkable
Beyond AI, the potential explosive growth of the robotics industry requires TSMC to proactively plan its production capacity. However, if Taiwan aims to independently develop a physical humanoid robot industry, is there still sufficient talent and resources available amid the massive shift toward semiconductors
Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially targeting TSMC and Apple by demanding significant increases in their US investments, recent shifts have seen mounting pressure directed at companies like Samsung, putting executive chairman Jae-Yong Lee in a difficult position
US President Donald Trump and Chinese President Xi Jinping spoke by phone on Thursday, June 5, 2025, agreeing to hold further trade talks aimed at resolving disputes over tariffs and supplies of rare earth minerals
China's electric vehicle market is undergoing a rapid transformation in 2025, and the latest surprise comes from two unlikely allies. XPeng Motors and Huawei—longtime competitors in the intelligent driving space—have announced a rare partnership to jointly advance AR head-up display (HUD) technology. The timing is no coincidence: the move comes on the heels of new government restrictions banning the use of buzzwords like "autonomous driving" and "advanced intelligent driving" in promotional language
In recent weeks, China's tech ecosystem has been rattled by the revival of a decade-long rivalry between two industry heavyweights: Richard Yu, Executive Director and head of Consumer BG at Huawei, and Lei Jun, Xiaomi's founder and CEO. What began as a battle over smartphones has now spilled into the electric vehicle space, with pointed comments about quality and strategy sparking fresh debate across the industry
As global trade tensions resurface, Wall Street insiders have coined a new acronym — TACO (Trump Always Chickens Out) — to mock President Donald Trump's unpredictable tariff strategies, according to reports from CNN and the BBC. The label has struck a nerve with Trump, who views it as a direct challenge to his self-image as a tough, uncompromising negotiator
A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business model
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple US sanctions and continue advancing in cutting-edge chip design has shocked the US and heightened export vigilance
Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry
