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Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
Saturday 19 April 2025
Optical manufacturers cautious despite 90-day US tariff reprieve
The US has temporarily suspended reciprocal tariffs for over 75 countries for a 90-day period, creating a critical window for supply chain operators to secure orders quickly. However,...
Saturday 19 April 2025
Inside the tariff freeze: Bessent's quiet power play in the White House
Is there a rift within Trump's camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April...
Saturday 19 April 2025
Why 2025's consumer cycle may already be broken

The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics...

Saturday 19 April 2025
Services under siege: US tech giants face cross-continental blowback
As the US-China tariff standoff intensifies, Beijing is signaling a strategic pivot—redirecting retaliation from goods to services and placing America's tech-heavy service sector...
Saturday 19 April 2025
The hidden cost of tariffs: AI dreams and export flows at risk
Taiwanese industries are increasingly feeling the effects of US tariff policies, primarily aimed at China, as disruptions spread across manufacturing exports, customs processes, and...
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder...
Friday 18 April 2025
XPeng's AI power play: homegrown chips, humanoids, and the race to the skies
At its "Global Brand Night" in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng...
Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As...
Friday 18 April 2025
Can tariffs achieve the MAGA dream?
The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection's Cargo Systems Messaging Service...
Friday 18 April 2025
Foxconn chairman says Taiwan is poised to lead in AI, but trade uncertainty looms

As artificial intelligence (AI) reshapes global industry, Foxconn Chairman Young Liu believes Taiwan stands at a pivotal crossroads—uniquely...

Friday 18 April 2025
Zhipu AI becomes first of China's 'AI Six' to pursue IPO
Zhipu AI (Beijing Zhipu Huazhang Technology), a prominent Chinese AI startup, has launched its initial public offering (IPO) process, becoming the first of China's "AI Six" to step...
Friday 18 April 2025
Fan manufacturer YS Tech sees limited impact from US tariff war
Despite the tariff war US President Donald Trump is waging on the world, Taiwanese cooling fan manufacturer Yen Sun Technology (YS Tech) is among the few companies saying the impact...
Friday 18 April 2025
Taiwan seeks stability as Trump's policies shake climate and trade norms

On April 17, Taiwan's Legislative Yuan convened senior officials from the Ministry of Environment, Ministry of Economic Affairs, and...

Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...