CONNECT WITH US
NEWS TAGGED COMMENTARY
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling...
Thursday 24 April 2025
Tesla's 2025 slowdown reveals limits of the Musk playbook
Tesla may be stacked with strategic assets—from EV dominance to AI-driven autonomy and advanced energy systems—but 2025 is shaping up as a year of friction. Mounting delays,...
Wednesday 23 April 2025
Robots on the run: China's groundbreaking humanoid marathon reveals tech's growing pains
In a landmark event that tested the limits of current robotics technology, Beijing became the stage for the world's first humanoid robot half-marathon. Nearly 20 teams from across...
Wednesday 23 April 2025
Chips, checks, and choke points: Inside TSMC's annual report
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest pure-play foundry, is no stranger to technological disruption. However, its 2024 annual report reveals a growing...
Tuesday 22 April 2025
Taiwan adopts 'Three-Chains' strategy amid intensifying US-China rivalry
Taiwanese government officials warn that the intensifying US-China rivalry is reshaping the world's economic landscape with unpredictable consequences. In response, Minister of Foreign...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Monday 21 April 2025
Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional...
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech...
Monday 21 April 2025
Tariff fears cloud ASML's outlook as Intel, Samsung pull back
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain...
Saturday 19 April 2025
TSMC's trade war strategy: 3 bold moves to stay on top
As Washington escalates tariff tensions, imposes new AI chip restrictions, and pressures chipmakers to invest in the US, TSMC finds itself navigating three major challenges that could...
Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As...
Friday 18 April 2025
Can tariffs achieve the MAGA dream?
The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection's Cargo Systems Messaging Service...
Friday 18 April 2025
China tightens noose on US chips—with a twist that splits the industry
As US-China tariff tensions intensify, Beijing is taking aim at American-made semiconductors with new origin rules that could redraw the global chip supply map.
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...
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...