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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Wednesday 19 February 2025
Taiwanese automotive component makers pivot to AI, semiconductors, and healthcare
The rapid rise of AI-driven applications in smart healthcare, semiconductors, and data storage has pushed many Taiwanese companies traditionally focused on automotive components to...
Wednesday 19 February 2025
China shifts strategy on US tech rivalry: industry leaders responds to Xi's call
In Beijing's early spring of 2025, the Chinese government reconvened its first meeting with private enterprises in nearly six years, with technology taking center stage.
Tuesday 18 February 2025
Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former...

Tuesday 18 February 2025
Apple pulls plug on Micro LED smartwatch, but industry pushes forward
Apple has scrapped its plans to develop a Micro LED smartwatch in 2024, dealing a blow to the technology's immediate prospects. Yet, the scene at CES 2025 suggests Micro LED remains...
Tuesday 18 February 2025
Taiwan dismisses Trump's TSMC claims, reaffirms win-win semiconductor partnership

After President Trump claimed that Taiwan has taken America's semiconductor chip business away, some speculate that the US government...

Monday 17 February 2025
Commentary: Honda-Nissan merger collapse underscores why Foxconn must proceed with caution.
Honda and Nissan scrapped merger talks after failing to agree on terms, marking an abrupt end to what could have been a landmark consolidation in Japan's auto industry. The negotiations,...
Monday 17 February 2025
Is the US following China's market-for-technology playbook as chip industry regionalizes?
The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US's chip manufacturing capabilities, including sharing technologies or...
Monday 17 February 2025
Taiwan's electric scooter market faces challenges in 2025
In 2024, Taiwan's electric scooter market saw a registration of 78,757 units, a slight decline of 1.04% from the previous year's 79,584 units. Furthermore, the registration numbers...
Friday 14 February 2025
Intel-TSMC partnership: potential semiconductor power shift?
The semiconductor industry is bracing for a potential shake-up amid reports that the US government is pushing for Intel to spin off its manufacturing operations into a new entity,...
Friday 14 February 2025
Foxconn-Nissan partnership prospects stir Taiwan's auto industry
After Nissan and Honda ended their merger talks, Foxconn expressed interest in a collaborative partnership with Nissan, rather than an outright acquisition. This announcement has...
Friday 14 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 6): disruptive forces reshape industry paradigm
As Sun Tzu wrote in The Art of War, "Shape it, and the enemy will follow." This ancient wisdom resonates in today's semiconductor industry, where forcing your opponent to play by...
Thursday 13 February 2025
Why Mexico and Canada's retaliation to Trump tariffs may fuel further economic uncertainty across North America
The recent tariffs imposed on Mexico and Canada have sparked significant attention, with Washington later delaying their implementation by a month. Both countries have signaled their...
Thursday 13 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 5): record exports mark milestone in bilateral chip partnership
According to statistics from the Customs Administration of the Republic of China, Taiwan's total semiconductor exports in 2024 amounted to US$165 billion, with exports to China and...