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Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Tuesday 6 May 2025
Europe shunned plug-in hybrids. China sold them back
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in...
Tuesday 6 May 2025
US tariff policy and currency appreciation cast clouds over Taiwanese exporters
US tariff policy has raised concerns among Taiwanese exporters. The sharp appreciation of the New Taiwan dollar heightens the complexity. While the AI server supply chain remains...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Monday 5 May 2025
iPhone sales in China falter: headwinds on four fronts
Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial...
Monday 5 May 2025
China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy
As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...
Monday 5 May 2025
Trump eases auto tariff impact for North American-made vehicles
On April 3, 2025, the White House announced a sweeping new 25% tariff on imported automobiles and auto parts. Less than a month later, on April 29, President Donald Trump signed an...
Monday 5 May 2025
Meta denies censoring Taiwan content; backlash suggests trust gap remains

A former Meta executive has alleged that the company cooperated with the Chinese government to suppress dissent—including in Taiwan—by...

Friday 2 May 2025
Wellysun emphasizes limited tariff impact as end customers do not export to North America
Regarding the recent China-US tariff policies affecting automotive components, Wellysun, a company specializing in the research and development, manufacturing, and sales of customized...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
AI Basic Act bill overhaul to be expedited, says Taiwan Premier
Current KMT legislator Ju-chun Ko is striving to shepherd the draft bill for the AI Basic Act through its third reading, continuing the work of former fellow KMT legislator Jason...
Friday 2 May 2025
Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

Wednesday 30 April 2025
Xi visits Shanghai to personally oversee China's AI strategic development
Amid escalating US-China technology tensions, artificial intelligence (AI) has become a central battleground for both nations. Chinese authorities have intensified their focus on...
Wednesday 30 April 2025
Tariffs threaten production and sales systems; Pegatron chairman warns of stagnation from shelves to factories
Pegatron chairman, Tzu-Hsien Tung, recently told Reuters that the US tariff policy's unpredictability has brought significant uncertainty to the American consumer market,...