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Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
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
Friday 18 April 2025
Can tariffs achieve the MAGA dream?
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
Friday 18 April 2025
China tightens noose on US chips—with a twist that splits the industry
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
Friday 18 April 2025
The Great Tech Reset 14: Taiwan's tech edge; a fragile lifeline in a ruthless geopolitical game
In the competitive landscape of international politics, possessing a discreet advantage can be the decisive factor between asserting dominance and succumbing to external pressures. Nations like Ukraine, lacking a strong hand, often find themselves vulnerable to geopolitical machinations. Taiwan, balanced on this tightrope, must lean on its tech prowess as its ultimate shield
Thursday 17 April 2025
Beijing targets 'Made in USA' chips as trade war turns surgical
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
Thursday 17 April 2025
The Great Tech Reset 12: AI sovereignty and the human-centered future; navigating complexities of technological advancements
At many international conferences, China consistently sends top experts, making it difficult for Western participants from the US and New Zealand to counter their arguments. Even in private conversations, both inside and outside the conference rooms, few dare to challenge China's perspectives
Thursday 17 April 2025
Jack Ma's resurgence: Who stands to gain from Trump 2.0?
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
Thursday 17 April 2025
Trump's hairpin politics: calculated chaos or credibility crisis?
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
Thursday 17 April 2025
Tariffs, trust, and tech: Nvidia's high-stakes gamble with Trump
(Editor's note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China
Wednesday 16 April 2025
The Great Tech Reset 11: China's dominance in smart driving cars, Japan's semiconductor push, and space race
The Chinese companies complain about America's non-tariff barriers, but many foreign car manufacturers and brands want to enter the Chinese market—what company hasn't returned defeated
Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
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
Wednesday 16 April 2025
US-China standoff: High likelihood of negotiations amid rising tensions
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%
Tuesday 15 April 2025
The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex dimensions. The real shift, however, lies in business model innovation, not just technical advancement. Lei Zhang, founder of Hillhouse Investment, highlights this evolution, calling China "not only a leader in technological innovation, but a global powerhouse in business model innovation." A new wave of Chinese entrepreneurs is capturing global attention
Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
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
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
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