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Tuesday 25 February 2025
Trump's energy policy reversal puts renewables to market test
President Donald Trump wasted no time reshaping US energy policy, signing the "Unleashing American Energy" executive order on his first day in office. The sweeping directive dismantles...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Tuesday 25 February 2025
Global server shipments to slip less than 5% in 1Q25, but volumes in 2024 stay growing YoY, says DIGITIMES
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively...
Monday 24 February 2025
Trump's energy order puts green targets at risk while Tesla stands to gain
Donald Trump's "Unleashing American Energy"...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Wednesday 19 February 2025
Taiwanese automotive component makers pivot to AI, semiconductors, and healthcare
The rapid rise of AI-driven applications in smart healthcare, semiconductors, and data storage has pushed many Taiwanese companies traditionally focused on automotive components to...
Wednesday 19 February 2025
China shifts strategy on US tech rivalry: industry leaders responds to Xi's call
In Beijing's early spring of 2025, the Chinese government reconvened its first meeting with private enterprises in nearly six years, with technology taking center stage.
Tuesday 18 February 2025
Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former...

Tuesday 18 February 2025
Apple pulls plug on Micro LED smartwatch, but industry pushes forward
Apple has scrapped its plans to develop a Micro LED smartwatch in 2024, dealing a blow to the technology's immediate prospects. Yet, the scene at CES 2025 suggests Micro LED remains...
Tuesday 18 February 2025
Taiwan dismisses Trump's TSMC claims, reaffirms win-win semiconductor partnership

After President Trump claimed that Taiwan has taken America's semiconductor chip business away, some speculate that the US government...

Monday 17 February 2025
Commentary: Honda-Nissan merger collapse underscores why Foxconn must proceed with caution.
Honda and Nissan scrapped merger talks after failing to agree on terms, marking an abrupt end to what could have been a landmark consolidation in Japan's auto industry. The negotiations,...
Monday 17 February 2025
Is the US following China's market-for-technology playbook as chip industry regionalizes?
The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US's chip manufacturing capabilities, including sharing technologies or...