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Saturday 20 December 2025
Exporting to survive: inside China's overcapacity crisis

The global auto industry is entering an unusual phase of expansion—one driven less by strategic ambition than by the need to survive...

Saturday 20 December 2025
Apple set to reclaim global smartphone lead as Samsung faces sales warning
Apple is poised to surpass Samsung Electronics in global smartphone shipments in 2025, marking its first return to the top spot in 14 years. Meanwhile, Samsung's smartphone business,...
Friday 19 December 2025
US scrutinizes Nvidia H200 chip exports to China as risks mount
The Trump administration has launched an interagency review to determine whether to authorize the first exports of Nvidia's H200 artificial intelligence chips to China, Reuters...
Friday 19 December 2025
China eases rare earth export curbs as shipments rebound
China has begun easing restrictions on rare earth exports by approving a series of general licenses for qualified suppliers, according to the Ministry of Commerce on December 18,...
Thursday 18 December 2025
China hikes drone part prices to Russia amid growing reliance
Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing...
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
Tuesday 16 December 2025
Taiwan's AI exports surge on US demand, Europe emerges as key future market
Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...
Tuesday 16 December 2025
Poland leads Taiwan drone exports as cooperation expands in Eurasian market
Taiwan's national drone team has scored another milestone as the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA) recently visited Poland for exchanges...
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

Friday 12 December 2025
Vietnam slaps new export curbs on rare earth
Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports,...
Friday 12 December 2025
Mexico's tariff hike threatens India's auto exports as duties rise to 50% from 2026
Mexico's decision to impose import tariffs of up to 50% on goods from countries without free trade agreements is set to hit Indian exporters hard, particularly automakers. The new...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Thursday 11 December 2025
Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into...

Thursday 11 December 2025
Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports
Mexico is preparing a major shift in its trade policy, approving broad tariffs on imports from Asian countries without free-trade agreements, including China, India, and South Korea...