CONNECT WITH US
NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 15 May 2025
Taiwan's US investment push: Will talent exodus history repeat?
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...
Wednesday 14 May 2025
China's AI reckoning: Once-hyped unicorns face cash crunch collapse
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...
Tuesday 13 May 2025
China drone industry thrives in global markets despite sanctions
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,...
Tuesday 13 May 2025
Thaw or theater? US-China tariff pause masks deeper strategic fault lines
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...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
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...
Monday 12 May 2025
Apple weighs AI search alternatives to Google—decoding the strategic message
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...
Monday 12 May 2025
Foxconn wins Mitsubishi greenlight, enters critical inflection point in its EV strategy
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...
Monday 12 May 2025
Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability,...

Monday 12 May 2025
Cheap cars, costly decisions: Taiwan struggles with price of trade access

In Taiwan, car prices have long been a hot topic among consumers. With recent debates surrounding whether or not to lower import tariffs,...

Friday 9 May 2025
Is the NT dollar surge the new Plaza Accord moment?
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...
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty...
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones,...
Thursday 1 May 2025
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies...
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,...