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NEWS TAGGED ANALYSIS
Friday 14 March 2025
Intel revival hinges on Tan's industry ties, tech expertise
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain...
Friday 14 March 2025
Intel spin-off back on the table? Tan's arrival sparks new debate
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration...
Thursday 13 March 2025
Why China's 'first' AI agent struggles to gain industry traction
China-based start-up Butterfly Effect claims to have launched the world's first General AI agent, Manus. The company aims to capitalize on the momentum of "Chinese-branded AI" following...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Thursday 13 March 2025
Trump's tariff policies cause economic uncertainty and trade shifts; Taiwanese companies face investment risks
The US economy heavily relies on domestic consumption, and under President Donald Trump, the administration employed a tariff-driven strategy aimed at bringing manufacturing back...
Thursday 13 March 2025
Analysis: Intel bets on Lip-Bu Tan to unite a fractured semiconductor giant
Intel has appointed Lip-Bu Tan as its next CEO following his resignation from the board in 2024 due to dissatisfaction with the company's organizational structure. This decision comes...
Monday 10 March 2025
Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'
The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel's foundry business. Chang, in...
Thursday 6 March 2025
Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy
Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology...
Wednesday 19 February 2025
Taiwanese automotive component makers pivot to AI, semiconductors, and healthcare
The rapid rise of AI-driven applications in smart healthcare, semiconductors, and data storage has pushed many Taiwanese companies traditionally focused on automotive components to...
Tuesday 18 February 2025
Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former...

Tuesday 18 February 2025
Apple pulls plug on Micro LED smartwatch, but industry pushes forward
Apple has scrapped its plans to develop a Micro LED smartwatch in 2024, dealing a blow to the technology's immediate prospects. Yet, the scene at CES 2025 suggests Micro LED remains...
Tuesday 18 February 2025
Taiwan dismisses Trump's TSMC claims, reaffirms win-win semiconductor partnership

After President Trump claimed that Taiwan has taken America's semiconductor chip business away, some speculate that the US government...

Friday 14 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 6): disruptive forces reshape industry paradigm
As Sun Tzu wrote in The Art of War, "Shape it, and the enemy will follow." This ancient wisdom resonates in today's semiconductor industry, where forcing your opponent to play by...
Thursday 13 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 5): record exports mark milestone in bilateral chip partnership
According to statistics from the Customs Administration of the Republic of China, Taiwan's total semiconductor exports in 2024 amounted to US$165 billion, with exports to China and...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...