As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening

The US Commerce Department's Bureau of Industry and Security (BIS) has issued fresh guidelines targeting AI chips, delivering another major blow to Huawei. The directive explicitly identifies Huawei's Ascend series, stating that using the chips globally would violate US export control laws

The documentary A Chip Odyssey, directed by Chu-Chen Hsiao and more than five years in the making, is set to premiere on June 13. The film is based on interviews with over 80 industry insiders and scholars, and had its media preview on May 13, attended by journalists as well as figures from academia, the arts, and tech

Following recent trade talks, the US and China have reached a temporary pause on escalating tariffs, with both sides retreating from previously announced increases. While the deal offers some relief, industry experts caution that disruption to global supply chains is already evident, with three major aftershocks now surfacing across the electronics manufacturing sector

Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump demonstrated a dual strategy of "carrot and stick" by leading several top American business leaders, including Nvidia CEO Jensen Huang, on a visit to Saudi Arabia. The move proved highly beneficial for Huang

In the era of globalization, R&D as well as manufacturing can access capital, land, utilities, and talent locally. However, the deglobalization trend sparked by US President Donald Trump has forced some companies to bring their capital directly to target markets to find sites and recruit personnel, maintaining customer commitments amid new tariff storms. The question arises: will the industrial hollowing out and talent outflow caused by Taiwanese firms moving westward to China years ago repeat itself during the current eastward shift toward the US

The global boom in generative AI, fueled by OpenAI, triggered a surge of investment into Chinese AI startups. But OpenAI's recent decision to abandon its for-profit status—announced by CEO Sam Altman—highlights the growing difficulty of monetizing AI innovation. Meanwhile, China's so-called "AI Four Darlings," CloudWalk Technology, SenseTime Group, Megvii Technology, and Yitu Technology, are battling mounting losses and operational setbacks, with growing pressure to overhaul their business strategies

Trade sanctions and tech blockades have become the preferred weapons of influence in the ongoing geopolitical tug-of-war between the United States and China. Yet for all the volleying, victories have been uneven—and in some cases, surprising

Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement to adjust and suspend recently imposed tariffs. Though narrow in scope, the deal signals a partial de-escalation and offers markets overdue relief after months of volatility since April 2025

Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal tariffs to 10% for 90 days. However, US tariffs on Chinese fentanyl-related goods remain, and Trump-era levies still keep China's overall tariff burden near 30%—a truce in form, not in substance

Apple executives have stated they are evaluating adding AI-powered search to their Safari browser, a move that caused Alphabet, Google's parent company, to see its stock price plunge. In response, Google issued a public statement stressing that search traffic from Apple devices continues to grow

On May 6, Mitsubishi Motors signed a memorandum of understanding with Foxconn's EV arm, Foxtron Vehicle Technologies, to jointly explore EV development, design, and manufacturing. The deal signals a major milestone for Foxconn's carmaking ambitions and a telling concession by Mitsubishi as it seeks to stay competitive in the breakneck global EV race

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability, and an established manufacturing base. In the Southeast Asian semiconductor landscape, it ranks just behind Singapore, home to cutting-edge wafer fabs, but leads the region in large-scale assembly, testing, and packaging operations

In Taiwan, car prices have long been a hot topic among consumers. With recent debates surrounding whether or not to lower import tariffs, the pricing gap between domestic and imported vehicles has once again taken center stage

After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's volatility is unsettling Taiwan's export-oriented industries, which had already been grappling with the implications of a stronger NT dollar on margins and competitiveness. The erratic moves have sparked uneasy comparisons to the 1985 Plaza Accord—raising the question: could Taiwan be headed toward its own version of that historic realignment