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NEWS TAGGED GEOPOLITICS
Friday 15 December 2023
GrayRhino Watch: uncertainties and geopolitical risks in 2024
With Taiwan's November exports returning to positive growth year-on-year, the Ministry of Finance sees a rebound in tech trade in the fourth quarter of 2023 and into 2024. However,...
Wednesday 6 December 2023
As inflation and wars rage, notebook sales in Dubai remain unaffected
Recent geopolitical tensions and high inflation have had little impact on Dubai in the United Arab Emirates (UAE) as Michele Montecchio, general manager of Acer Middle East, noted...
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Monday 6 November 2023
Vehicle supply chain models restructure due to geopolitics, electrification
Taiwan hosts many manufacturers of electric two-wheelers, electric buses, and micro-EVs. These companies used to work with an exclusive distributor when expanding overseas. As geopolitics...
Tuesday 31 October 2023
Global semiconductor market to recover in 2024; Taiwan to benefit
Despite the influences from the negative economic factors and geopolitics in 2023, the global semiconductor market is expected to enjoy a recovery in 2024 as the worst is expected...
Thursday 26 October 2023
China continues to lead in global manufacturing amid geopolitical strains
Amid geopolitical risks, most manufacturers have picked up their speed to set up production bases in different parts of the world, but in the short and mid-term, China's position...
Friday 20 October 2023
China's subsidy strategy has caused countries to reconsider their approach
While China's "undefeated" industrial development model based on government subsidies has led to trade wars in the past, it has also made China very resilient. In recent years, amid...
Friday 22 September 2023
Effect of US-China rivalry: Samsung China's investment shrinks by over 60% annually
In recent times, South Korean analysts have highlighted the impact of the US-China tensions on Samsung Electronics' investments in China. It has been reported that in 2022, Samsung's...
Thursday 14 September 2023
Tech industry key conversation (part 2): DIGITIMES founder Colley Hwang vs. Avnet CEO Phil Gallagher
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However,...
Friday 8 September 2023
Regionalization of semiconductor supply chain preventing dominance by any single region, says Merck executive
The semiconductor supply chain that has long depended on global division of labor is shifting toward regionalization, making it very difficult for anyone to dominate it, according...
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more...
Wednesday 23 August 2023
China welcomes US removal of 27 Chinese entities from Unverified List
Before the scheduled trip of US Secretary of Commerce Gina Raimondo to China from August 27–30, the US removed 27 Chinese companies and institutions from the "Unverified List"...
Tuesday 25 July 2023
TSMC deployments minimize geopolitical risks
TSMC's deployments have been designed to minimize geopolitical risks, according to industry sources. The world's number-one pure-play foundry house is leading in advanced chip manufacturing...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Tuesday 4 July 2023
What is the implication of Netherlands' latest semiconductor export ban on China?
The Dutch Minister of Foreign Trade and Development Cooperation, Liesje Schreinemacher, recently issued new export control regulations for Dutch semiconductor equipment that do not...