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Tuesday 29 July 2025
US and China unveil rival AI strategies, forming two global tech camps
The US and China have each unveiled comprehensive AI action plans that position the technology as a pivotal element in national defense and foreign policy, effectively creating two...
Tuesday 29 July 2025
Taiwan's semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or...
Thursday 24 July 2025
Powertech reroutes supply chain to Vietnam as high-end PDU nears certification
Powertech Industrial Co. is accelerating its shift to Vietnam, redirecting more than 60% of its procurement budget to mitigate risks tied to escalating US-China trade tensions. With...
Thursday 24 July 2025
Trump signs AI orders, vows US will win race over new technology
President Donald Trump signed executive orders to put in motion a new White House plan to boost artificial intelligence (AI) development in the US by loosening regulations and expanding...
Wednesday 23 July 2025
Houston to Hsinchu in 2.5 hours? AIT confirms talks with Taiwan on spaceport vision
The American Institute in Taiwan (AIT) confirmed on social media on Monday that the US and Taiwan are in talks over a potential spaceport collaboration — a move that could one...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical...
Monday 21 July 2025
Taiwan govt unveils response plan to US reciprocal tariffs
The US's reciprocal tariff policy has posed serious challenges for many export-oriented countries, with Taiwan hit by a 32% levy when the policy was first announced in April 2025...
Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
Monday 21 July 2025
India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles
India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...
Monday 21 July 2025
Why China’s FDI drought shows no sign of ending
China's inbound non-financial FDI fell 15.2% year-on-year in the first half of 2025, totaling CNY423.23 billion (US$58.96 billion), according to data from the Ministry of Commerce...
Friday 18 July 2025
Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction
As US-Taiwan negotiations over complete vehicle tariffs near conclusion, market speculation has intensified, especially around the possibility of a zero-percent tariff on American-made...
Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Taiwan customs crack down on 179,000 Chinese transshipments to the US
The US has yet again extended the deadline for its reciprocal tariff negotiations to August 1, leaving many exporters on edge. US policy mainly aims to control China's low-priced...
Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing...