CONNECT WITH US
NEWS TAGGED COMMENTARY
Friday 14 March 2025
Manus vs. DeepSeek: disruptive AI breakthrough or just smoke and mirrors?
China's latest AI sensation, Manus, is being marketed as the world's first general-purpose AI agent. Overnight, it became a trending topic, with many touting it as a groundbreaking...
Friday 14 March 2025
Chip war heats up: Intel, GF push tariffs as TSMC expands in US
The White House may be celebrating TSMC's record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel's long-term...
Wednesday 12 March 2025
Taiwan's divided government puts TSMC's US$100 billion US expansion under scrutiny
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker and a cornerstone of Taiwan's economy, has found itself at the center of domestic political...
Wednesday 12 March 2025
Taiwan takes measured approach in reviewing TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans for a US$100 billion expansion investment in the United States, marking a significant escalation in the global...
Monday 10 March 2025
Beyond TSMC: Do chip veterans bring transformation or just prestige?
Memory giant Micron recently announced that former TSMC Chairman Mark Liu has joined its board. Micron views this move as a strategic effort to boost its competitive position against...
Friday 7 March 2025
Between Washington and Taipei, TSMC aims to avert being strapped with Intel rescue
TSMC Chairman C.C. Wei recently held a press conference with US President Donald Trump at the White House, announcing an additional investment of US$100 billion in the US. Shortly...
Friday 7 March 2025
Trump 2.0 unleashes tariff tactics: bold moves, hidden agendas, and the new world order
As US President Donald Trump marks the first month of his second term in office, the reforms and fiscal austerity measures of Trump 2.0 have exceeded expectations compared to his...
Tuesday 4 March 2025
Two major challenges for TSMC's US$100 billion US investment and 6 other takeaways
In a historic White House press conference, President Donald Trump joined TSMC Chairman C.C. Wei to announce a monumental US$100 billion investment by TSMC in the United States. The...
Wednesday 26 February 2025
Hidden visionary behind China's CMOS image sensor revolution
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision,...
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Wednesday 19 February 2025
China shifts strategy on US tech rivalry: industry leaders responds to Xi's call
In Beijing's early spring of 2025, the Chinese government reconvened its first meeting with private enterprises in nearly six years, with technology taking center stage.
Monday 17 February 2025
Commentary: Honda-Nissan merger collapse underscores why Foxconn must proceed with caution.
Honda and Nissan scrapped merger talks after failing to agree on terms, marking an abrupt end to what could have been a landmark consolidation in Japan's auto industry. The negotiations,...