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NEWS TAGGED COMMENTARY AND ANALYSIS
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Thursday 6 February 2025
Will automakers weather the tariff storm?
Amid successive tariff measures imposed by the US and Chinese governments, automakers are grappling with challenges on multiple fronts.
Tuesday 4 February 2025
Trump 2.0 charts new course for US AI policy
In a bold reset of America's artificial intelligence strategy, President Trump has begun dismantling the regulatory framework of the previous administration, while simultaneously...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Friday 31 January 2025
DeepSeek's disruption: what it means for TSMC and the AI supply chain
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises...
Friday 31 January 2025
DeepSeek disruption: Could China's supply chain take the lead?
Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...
Tuesday 28 January 2025
EMS Watch: insights on the ranking shifts of the EMS sector
In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
US reduces AI regulatory oversight, shifts to industry self-regulation
In a sweeping policy shift, the Trump administration has repealed 78 executive orders from former President Joe Biden's administration, including crucial directives on AI development...