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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 18 June 2025
Commentary: Taiwan AI bill under question amid legislative and industry discord
Taiwan's parliament stalled the proposed "AI Basic Law" due to a lack of consensus, prompting calls for the suspension of efforts to achieve comprehensive legislation until there...
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Wednesday 18 June 2025
AI without borders: Singapore moves from infrastructure to influence

The release of ChatGPT in November 2022 sparked a global AI renaissance, compelling governments everywhere to embrace artificial intelligence...

Tuesday 17 June 2025
Foxconn formalizes leadership succession, embraces institutionalized executive model
Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure...
Thursday 12 June 2025
Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains
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,...
Thursday 12 June 2025
Trump’s tariff playbook faces legal and political scrutiny

Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed...

Wednesday 11 June 2025
US-China trade talks enter stalemate phase as tariff tensions encroach on tech
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...
Wednesday 11 June 2025
WWDC 2025: Apple's AI lag and challenges in agentic AI development
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...
Wednesday 11 June 2025
Chip talent drain leaves Taiwan's robotics dreams hanging
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...
Friday 6 June 2025
TSMC's additional US$100B investment prompts Trump administration to intensify pressure on Samsung
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...
Friday 6 June 2025
Commentary: Trump-Xi call yields conflicting accounts despite trade breakthrough claims
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...
Friday 6 June 2025
Rivals turned allies: XPeng-Huawei AR-HUD partnership emerges as China reins in 'autonomous' rhetoric
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...
Friday 6 June 2025
Xiaomi’s EV rise rattles Huawei, reigniting China’s top tech rivalry
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...
Wednesday 4 June 2025
Six advisors behind Trump’s unpredictable tariff agenda
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...
Tuesday 3 June 2025
How would US Supreme Court rule on Trump's tariffs policy?
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...