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Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
Thursday 6 November 2025
Taiwan machinery exports to rebound in 2Q26 as trade tensions ease
Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI...
Wednesday 5 November 2025
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from...
Wednesday 5 November 2025
US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

Monday 3 November 2025
Toyota, suppliers weather Nexperia chip export halt with minimal disruption
Major Japanese automakers and suppliers have reported limited disruptions from the recent halt in semiconductor exports by Nexperia, a key chipmaker, as industry players emphasize...
Monday 3 November 2025
India's solar industry reconfigures amid steep US tariffs on imported modules
Indian solar manufacturers are scrambling to protect their US business after Washington imposed a 50% tariff on solar modules and cells imported from India, a move that has sharply...
Monday 3 November 2025
US signs critical minerals cooperation MOUs with Thailand and Malaysia amid domestic concerns
The ASEAN summit concluded on October 28 with US President Donald Trump signing memorandums of understanding (MOUs) on critical minerals cooperation with Thailand and Malaysia. The...
Friday 31 October 2025
Europe braces, Honda halts output in widening Nexperia crisis

A deepening dispute over Nexperia, the China-backed semiconductor maker based in the Netherlands, has triggered a fresh global supply...

Friday 31 October 2025
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery...
Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...
Thursday 30 October 2025
Taiwan's 1H25 drone exports surge sevenfold as EU certification hurdles persist
Taiwan's drone exports surged sevenfold in the first half of 2025, with Europe emerging as the largest destination. However, industry experts note that the main challenge for Taiwanese...
Monday 27 October 2025
Nexperia export ban rattles carmakers from Seoul

China's recent order banning exports from the Chinese factories of Dutch semiconductor firm Nexperia has sent shockwaves through the...

Monday 27 October 2025
Taiwan ramps up trillion-dollar investment plan to hedge tariff and China risks
Taiwan has introduced a NT$46 billion (US$1.5 billion) relief program to mitigate the impacts of US reciprocal tariffs. However, accounting for over 70% of Taiwan's exports, the ICT...
Thursday 23 October 2025
Taiwan's chip and AI boom drains talent from academia; NSTC explores possible solutions

As Taiwan's semiconductor and AI industries continue to surge, universities are facing an unexpected casualty of economic success: a...