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Monday 16 February 2026
Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...
Sunday 15 February 2026
Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...
Sunday 15 February 2026
Column: Trump's US$1.5T defense dream hits rust-belt reality
US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's...
Saturday 14 February 2026
Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
Friday 13 February 2026
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
Friday 13 February 2026
Analysis: China's AI models and chips align on day one

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

Friday 13 February 2026
Display makers exit old LCD plants as chipmakers hunt cleanrooms
Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
Friday 13 February 2026
Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs
The European Commission plans to unveil its "localization ratio" policy by late February 2026 to shape Europe's manufacturing sovereignty. Yet Stellantis's abrupt halt to construction...
Friday 13 February 2026
Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
Thursday 12 February 2026
Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies...
Thursday 12 February 2026
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic...
Thursday 12 February 2026
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
Why SMIC’s full fabs don’t guarantee fatter profits
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...