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Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...
Wednesday 16 April 2025
US-China standoff: High likelihood of negotiations amid rising tensions
The US government announced an executive order for reciprocal tariffs on April 2, 2025, imposing additional tariffs ranging from 11% to 50% on 57 countries with significant trade...
Tuesday 15 April 2025
The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex...
Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn....
Tuesday 15 April 2025
Tariffs help US chips edge out Taiwan's IC designers? In this game, origin trumps heritage
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff...
Monday 14 April 2025
The Great Tech Reset 13: China's rural-to-urban strategy reshapes global tech dominance
China's "Xinchuan" initiative, a national endeavor to supplant foreign technology and imported products with homegrown capabilities, stands as a cornerstone of its industrial policy...
Saturday 12 April 2025
As US tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation...
Friday 11 April 2025
Trump's tariff push disrupts global trade, raises risks for U.S. economy
After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described...
Friday 11 April 2025
Trump's auto parts tariffs spark chain reaction concern for Taiwan manufacturers
The tariff strategy of US President Donald Trump has taken another sharp turn, delaying implementation by 90 days and reducing tariffs for most countries to 10%. However, his 25%...
Friday 11 April 2025
Global tech industry on high alert as Trump pauses tariffs
US President Donald Trump's sweeping global tariff policy has sent shockwaves through the international economic landscape. While the administration has now announced a 90-day suspension...
Friday 11 April 2025
The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead
China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors,...
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Wednesday 9 April 2025
The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...