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Monday 7 April 2025
Etron's Nicky Lu on TSMC's global playbook and Taiwan's AI-memory pivot: no bottlenecks, no backpedaling

Generative AI is redrawing the tech landscape—from cloud to edge—while geopolitical tensions push countries to rethink their...

Monday 7 April 2025
Trump's tariff policies force global supply chains to adapt
Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January...
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic...
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
The Great Tech Reset 5: Can the US regain its edge in semiconductor manufacturing?
Media reports suggest that US shipbuilding output is merely 1/200th of China's, allowing China to expand its navy at an astonishing rate. In fact, the total number of Chinese warships...
Friday 4 April 2025
OpenAI meets Studio Ghibli: Computing power over artistic brilliance?
OpenAI's ChatGPT recently introduced a new image generation feature, allowing users to transform images into the style of Hayao Miyazaki (Studio Ghibli), once again setting off a...
Thursday 3 April 2025
Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing)...
Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...
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...