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Monday 31 March 2025
The Great Tech Reset 2: Tariff wars push global supply chains toward de-globalization
When Donald Trump took office, he pushed hard on using tariffs as a tool to force manufacturers to move their production to the US. His goal was simple: create more jobs for Americ...
Monday 31 March 2025
The Great Tech Reset 1: the supply chains caught between heaven and earth
US President Donald Trump loves to mention TSMC's US$165 billion investment in the US as a symbol of success. But the real issue isn't whether that investment materializes —...
Saturday 29 March 2025
Apple grapples with AI leadership amid Siri's struggles and GenAI push
Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri,...
Saturday 29 March 2025
SEMI Country excerpt 4: China, BYD, and the battle for EV supremacy
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality...
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established...
Saturday 29 March 2025
OpenAI, Google, and Anthropic unveil competing proposals to shape Trump's AI Action Plan
With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape...
Friday 28 March 2025
Hooked by Huawei? SiCarrier's bold debut tests the depth of China's chipmaking ambitions
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often...
Thursday 27 March 2025
Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standards
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts...
Wednesday 26 March 2025
SEMI Country excerpt 3: How Foxconn redefines manufacturing
At the Foxconn 50th anniversary banquet, Apple CEO Tim Cook conveyed his congratulations via video message. He mentioned that products which would typically take several months to...
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent...
Wednesday 26 March 2025
Tesla leading the trend of humanoid robot deployment among automakers, says DIGITIMES
Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving...
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy...
Tuesday 25 March 2025
China courts Europe in bid for stability as US escalates global tariff offensive
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...