US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
Tuesday 1 August 2023
Commerce secretary Raimondo plans August China trip as tensions over tech controls simmer
US Commerce Secretary Gina Raimondo is planning to visit China in late August, according to people familiar with the matter, part of the Biden administration's effort to reduce tensions...
Monday 31 July 2023
Biden to sign order curbing US tech investments in China by mid-August
President Joe Biden is planning to sign an executive order to limit critical US technology investments in China by mid-August, according to people familiar with the internal delibe...
Friday 14 July 2023
I saw "de-globalization" at Semicon China
TSMC founder Morris Chang on July 4 delivered a keynote speech titled "Redefining Globalization," presenting his views on the current geopolitics and posing a question to the audience,...
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Tuesday 27 June 2023
The next battlefield of the US-China tech war: generative AI
From semiconductors to AI, what industry will the Biden Administration target next for its technology export restrictions on China?
Thursday 8 June 2023
Europeans reluctant to de-risk from 'partner' China, survey says
Most Europeans consider China a key economic partner despite seeing limits to the relationship, according to a survey that comes as the bloc tries to find a safe way to engage with...
Wednesday 26 April 2023
Taiwan exports to China drop by 30%
Taiwan's exports to China (including Hong Kong) were only US$34.3 billion from January to March 2023, a 30.6% decrease from the same period the previous year, according to Taiwan's...
Friday 21 April 2023
Huawei cuts itself off from reliance on foreign ERP systems
After two decades during which Huawei counted on Oracle and its suppliers for software for daily business operations, the US-sanctioned Chinese company announced it successfully cut...
Thursday 6 April 2023
US-Japan alliance to do 'great harm' to China's chip ambitions
Japan's decision to join the US and Netherlands in restricting exports of chipmaking gear to China is giving the allies powerful new weapons to deploy in the escalating technology...
Thursday 30 March 2023
Analysis: China is forming new geopolitical blocs to accelerate the Great Decoupling
If the Great Power competition between China and the US is a game of Go, China's recent moves demonstrate its effort in assembling a coalition to counter-surround the US semiconductor...
Tuesday 28 March 2023
ACM Research talks about new orders, growth opportunities
ACM Research, a leading developer of wafer processing technologies for semiconductor and advanced wafer-level packaging applications, has secured its first purchase order from a major...
Monday 27 March 2023
Taiwanese, Korean chipmakers feel the heat of US capacity expansion ban against China
The US has unveiled tight restrictions on chipmakers' capacity expansions in China, increasing the risks for companies that already have sizable operations in the Asian country.
Monday 20 March 2023
Etron Chairman voices support for Taiwan tech industry's decentralized production strategy
It has been widely discussed that TSMC's overseas expansion may lead to soaring production costs. However, Dr. Nicky Lu, the chairman of Etron Technology, believes that it is necessary...
Monday 20 March 2023
Taiwan IC design houses turn cautious in dealing with Chinese customers
The structural conflict between the US and China seems to be increasingly free of gray areas, and Taiwan's IC design sector, which has been least affected by the semiconductor trade...
Friday 20 January 2023
ODM growth may not come until 2024: Q&A with Quanta vice chairman CC Leung
ODMs should see the market improve in the second half of 2023, according to Quanta Computer vice chairman CC Leung, adding that companies should still stay cautious over the year.