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Thursday 17 April 2025
Beijing targets 'Made in USA' chips as trade war turns surgical
The US-China trade war is stuck in a deadlock, with both governments refusing to back down. Beijing's early defiance—vowing to "fight to the end"—gave way to silence after Washington announced tariff hikes reaching 145%, signaling a tactical recalibration by Chinese authorities
Thursday 17 April 2025
Jack Ma's resurgence: Who stands to gain from Trump 2.0?
China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country Garden Holdings. These crises triggered a significant decline in societal wealth and caused urban real estate prices to fall, resulting in numerous incomplete construction projects. These challenges present complex problems that are difficult to resolve
Thursday 17 April 2025
Trump's hairpin politics: calculated chaos or credibility crisis?
Donald Trump's approach to policy—be it trade, diplomacy, or domestic affairs—is best described as a political hairpin turn. Each abrupt pivot sends shockwaves through markets, rattles diplomats, and keeps corporate boardrooms on edge
Thursday 17 April 2025
Tariffs, trust, and tech: Nvidia's high-stakes gamble with Trump
(Editor's note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China
Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal tariffs earlier this month
Wednesday 16 April 2025
US-China standoff: High likelihood of negotiations amid rising tensions
The US government announced an executive order for reciprocal tariffs on April 2, 2025, imposing additional tariffs ranging from 11% to 50% on 57 countries with significant trade deficits starting April 9. Taiwan's tariff rate was set at 32%
Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about rumored partnerships with struggling competitors like Intel
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability
Tuesday 15 April 2025
Tariffs help US chips edge out Taiwan's IC designers? In this game, origin trumps heritage
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff exemptions. However, insiders caution that the narrative of Taiwanese firms "losing orders" may not hold up under scrutiny
Saturday 12 April 2025
As US tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation of US President Donald Trump's hardline trade stance and pushes the global trade war to new heights. The two major powers are now akin to being in a game of chicken, with both sides nearing a breaking point
Friday 11 April 2025
Trump's tariff push disrupts global trade, raises risks for U.S. economy
After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described the current situation as a "national crisis.
Friday 11 April 2025
Trump's auto parts tariffs spark chain reaction concern for Taiwan manufacturers
The tariff strategy of US President Donald Trump has taken another sharp turn, delaying implementation by 90 days and reducing tariffs for most countries to 10%. However, his 25% auto tariffs remain unchanged, along with the 25% tariff on auto parts set for May 3, 2025
Friday 11 April 2025
Global tech industry on high alert as Trump pauses tariffs
US President Donald Trump's sweeping global tariff policy has sent shockwaves through the international economic landscape. While the administration has now announced a 90-day suspension of these tariffs within 24 hours of implementation, tariffs specifically on China have been increased to 145%. This policy shift has left not only global markets but also American businesses and citizens reeling. Critics argue that these measures could inflict significant damage on the US economy, with dissenting voices growing louder across political and corporate spheres
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and China will face 36% and 34%. Taiwan and Indonesia will see 32% tariffs. The aggressive move has triggered international criticism and rattled global supply chains
Tuesday 8 April 2025
South Korean firms' decades-long US cultivation: Shield against protectionism?
On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and 26% on goods from India—key regions where many South Korean companies have production hubs. This escalation threatens to disrupt the complex global supply chains of these firms. However, for businesses like Hanwha Solutions and OCI, which run solar energy plants in the US, the changing geopolitical landscape could strengthen their competitive position