Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
As the deadline for President Trump's tariff deferrals approaches on July 9, global attention shifts to the G7 summit in Canada, where leaders are pressing the US to roll back its trade restrictions. However, in a dramatic turn of events, Trump cut his participation short, citing more urgent matters back home. On the evening of June 21, Trump ordered seven B-2 bombers to strike Iran's underground nuclear facilities, signaling a significant escalation in US military engagement in the region
Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already squeezed margins for export-focused manufacturers in May and June, with industry observers warning that first-half earnings may disappoint while traditional peak-season demand could weaken due to earlier front-loading by cautious customers
In a rare and insightful interview with People's Daily, Huawei founder Ren Zhengfei shared his perspective under the headline "The More Open a Country Is, the More It Advances."
Taiwan's parliament stalled the proposed "AI Basic Law" due to a lack of consensus, prompting calls for the suspension of efforts to achieve comprehensive legislation until there is a clearer picture of the fast-growing AI market
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture, industry insiders still view the move as too limited and may potentially accelerate the momentum of rival standards like UALink and prompting hyperscalers and chipmakers to double down on developing custom AI chips (ASICs) to lessen their reliance on Nvidia's tightly controlled ecosystem
The release of ChatGPT in November 2022 sparked a global AI renaissance, compelling governments everywhere to embrace artificial intelligence for both public benefit and economic growth. In Singapore's case, the AI landscape reveals a strategic pivot: while hardware manufacturing remains a weak link, the city-state has emerged as a stronghold for data center infrastructure and AI-driven applications
Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure technological transformation to a more deliberate and strategic recalibration of executive leadership
Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos
Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed by strategic retreats—has once again put global markets and foreign capitals on edge. Critics and foreign media have taken to calling the strategy "TACO"—short for "Trump Always Chickens Out"—a jab at what they see as erratic tariff brinkmanship that ends in concessions
US-China trade negotiations resumed in London on June 9, following a joint statement issued in Geneva on May 12. In that agreement, both sides committed to lowering reciprocal and retaliatory tariffs, cutting the previous peak rate of 125% to 34%. Of this, 24% was suspended for 90 days, while 10% remains in effect
Apple's Worldwide Developers Conference (WWDC) 2025 officially kicked off this week. Weeks before the event, market rumors suggested that Apple Intelligence's progress was far behind expectations, leading to low hopes for significant announcements at WWDC. Apple made few statements about Apple Intelligence during the keynote, with most AI feature updates being practical yet unremarkable
Beyond AI, the potential explosive growth of the robotics industry requires TSMC to proactively plan its production capacity. However, if Taiwan aims to independently develop a physical humanoid robot industry, is there still sufficient talent and resources available amid the massive shift toward semiconductors
Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially targeting TSMC and Apple by demanding significant increases in their US investments, recent shifts have seen mounting pressure directed at companies like Samsung, putting executive chairman Jae-Yong Lee in a difficult position
US President Donald Trump and Chinese President Xi Jinping spoke by phone on Thursday, June 5, 2025, agreeing to hold further trade talks aimed at resolving disputes over tariffs and supplies of rare earth minerals
