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NEWS TAGGED OPINION
Wednesday 2 April 2025
The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion...
Wednesday 2 April 2025
Interview with Boston Dynamics founder: Robotics growth fueled by AI but humanoid debate continues
The demand for humanoid robots is on the rise, driven in part by the optimism of industry leaders such as Nvidia. However, the practicality of adopting a humanoid form for robots...
Wednesday 2 April 2025
'Machine gun' tariffs: Trump's economic barrage forces supply chain recalculation
US President Donald Trump's aggressive tariff policy has struck the global economy like a machine gun blast. His 25% tariffs on imports from Canada and Mexico, coupled with uncertainties...
Tuesday 1 April 2025
The Great Tech Reset 3: Behind the decades of expertise anchoring global supply chains
Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Foxconn's CEO rotation signals strategic evolution
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate...
Tuesday 1 April 2025
Texas leads energy storage revolution with diverse tech
Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands —...
Monday 31 March 2025
Rise and fall of the metaverse: How AI and AR are shaping the future
The metaverse trend briefly surged after Facebook rebranded to Meta Platforms in October 2021, fueling industry-wide interest in virtual reality (VR) and its integration with augmented...
Monday 31 March 2025
Interview with Ceva CEO: Neural networks gradually replacing traditional DSP; targeting edge AI in the IP market
IP provider Ceva has been actively entering the edge AI sector in recent years. In an interview with DIGITIMES, CEO Amir Panush stated that edge AI presents significant market...
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
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...
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...