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NEWS TAGGED COMMENTARY
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
Tuesday 29 April 2025
Trump's tariff twists: Can supply chains weather the uncertainty?
In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course,...
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
Monday 28 April 2025
Trade tensions take flight: Trump tariffs spark China retaliation against Boeing
Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional...
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling...
Thursday 24 April 2025
Tesla's 2025 slowdown reveals limits of the Musk playbook
Tesla may be stacked with strategic assets—from EV dominance to AI-driven autonomy and advanced energy systems—but 2025 is shaping up as a year of friction. Mounting delays,...
Wednesday 23 April 2025
Robots on the run: China's groundbreaking humanoid marathon reveals tech's growing pains
In a landmark event that tested the limits of current robotics technology, Beijing became the stage for the world's first humanoid robot half-marathon. Nearly 20 teams from across...
Wednesday 23 April 2025
Chips, checks, and choke points: Inside TSMC's annual report
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest pure-play foundry, is no stranger to technological disruption. However, its 2024 annual report reveals a growing...
Tuesday 22 April 2025
Taiwan adopts 'Three-Chains' strategy amid intensifying US-China rivalry
Taiwanese government officials warn that the intensifying US-China rivalry is reshaping the world's economic landscape with unpredictable consequences. In response, Minister of Foreign...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Monday 21 April 2025
Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional...
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
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...
Monday 21 April 2025
Tariff fears cloud ASML's outlook as Intel, Samsung pull back
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...
Saturday 19 April 2025
TSMC's trade war strategy: 3 bold moves to stay on top
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...
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...