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NEWS TAGGED ANALYSIS
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...
Wednesday 12 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 4): who's really leading global chip exports?
Taiwan emerges as the world's largest semiconductor exporter after excluding Hong Kong's transit trade from calculations, according to trade data analyzed by DIGITIMES. While...
Tuesday 11 February 2025
Critical minerals face market uncertainty amid global energy transition and geopolitical risks
The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Monday 10 February 2025
Trump 2.0: Are his trade war tactics a masterstroke or empty threats?
Since Donald Trump's election to a second term as US president, global political and economic media have closely scrutinized his every word and action. However, many have observed...
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...