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Monday 17 February 2025
Is the US following China's market-for-technology playbook as chip industry regionalizes?
The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US's chip manufacturing capabilities, including sharing technologies or...
Monday 17 February 2025
Taiwan's electric scooter market faces challenges in 2025
In 2024, Taiwan's electric scooter market saw a registration of 78,757 units, a slight decline of 1.04% from the previous year's 79,584 units. Furthermore, the registration numbers...
Friday 14 February 2025
Intel-TSMC partnership: potential semiconductor power shift?
The semiconductor industry is bracing for a potential shake-up amid reports that the US government is pushing for Intel to spin off its manufacturing operations into a new entity,...
Friday 14 February 2025
Foxconn-Nissan partnership prospects stir Taiwan's auto industry
After Nissan and Honda ended their merger talks, Foxconn expressed interest in a collaborative partnership with Nissan, rather than an outright acquisition. This announcement has...
Thursday 13 February 2025
Why Mexico and Canada's retaliation to Trump tariffs may fuel further economic uncertainty across North America
The recent tariffs imposed on Mexico and Canada have sparked significant attention, with Washington later delaying their implementation by a month. Both countries have signaled their...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
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,...
Thursday 6 February 2025
Will automakers weather the tariff storm?
Amid successive tariff measures imposed by the US and Chinese governments, automakers are grappling with challenges on multiple fronts.
Tuesday 4 February 2025
Trump 2.0 charts new course for US AI policy
In a bold reset of America's artificial intelligence strategy, President Trump has begun dismantling the regulatory framework of the previous administration, while simultaneously...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Friday 31 January 2025
DeepSeek's disruption: what it means for TSMC and the AI supply chain
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises...
Friday 31 January 2025
DeepSeek disruption: Could China's supply chain take the lead?
Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...