US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
Friday 8 March 2024
Taiwan exports to China see record drop in 2023
Taiwan's exports to China (including Hong Kong) decreased by 18.1% in 2023 compared with 2022, the largest decline in history, according to Taiwan's Mainland Affairs Council.
Wednesday 21 February 2024
China surges in R&D, closes gap on EU and US: report
Recent findings from a European Union report highlight a significant shift in the global landscape of research and development (R&D) expenditure and scientific output, with China...
Tuesday 20 February 2024
Pressures mount for Taiwan-based suppliers as they relocate production to Vietnam and Mexico
Geopolitical concerns have led manufacturers to seek production outside traditional bases in China, with many companies flocking to invest in facilities in neighboring Vietnam or...
Monday 5 February 2024
Markets tank as Trump threatens 60% tariff on Chinese goods if elected
Former US President Donald Trump has said that if he is elected as the next US president, he may impose tariffs of more than 60% on mainland Chinese goods and believes he must do...
Monday 5 February 2024
Geopolitical powder keg sees semiconductor manufacturing chains rush for autonomy
Governments around the world are pursuing semiconductor manufacturing autonomy against a backdrop of worsening regional geopolitical tensions.
Friday 2 February 2024
Lenovo's worst week since 2021 highlights fear over US sanctions
Lenovo Group's heady 2023 rally on artificial-intelligence optimism has given way to a weak start this year, as concern about US-China tensions and soft demand weigh on the shares.
Thursday 1 February 2024
IMF optimistic for 2024 trade as Taiwan's electronics exports skyrocket
After 2023's challenges of war, inflation, inventory issues, reduced export orders, and a slowdown in machinery and equipment imports, the International Monetary Fund (IMF) gave global...
Monday 29 January 2024
Notebook diversification is taking its sweet time
Diversification in the notebook supply chain is taking place slower than expected.
Wednesday 24 January 2024
Supply chains shift to localized short chains
The US-China trade war and its geopolitical ramifications have restructured the global supply chain, transforming long chains into localized short chains.
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Self-driving chips to be next battleground for US and Chinese vendors
Competition between US and Chinese chip vendors is heating up in the self-driving market segment, according to industry sources.
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Friday 5 January 2024
US zeroes in on Chinese LiDar leader Hesai
Due to its mastery of LiDAR (Light Detection and Ranging) technology used in next-generation weapons and autonomous vehicles, Shanghai-based Hesai Technology has found itself at the...
Thursday 4 January 2024
We are witnessing the beginning of a 'Silicon Era'
2030 will inaugurate a "Silicon Era" of quarter-finals competition among industrial nations, as applications such as electrical vehicles, connected cars, and artificial intelligence...
Monday 25 December 2023
Status of global and Thailand PCB industry
Since 2021, Thailand has become a hub attracting investments from PCB firms looking to diversify their risks by embracing a "China+1" strategy. Many PCB manufacturers from China,...