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NEWS TAGGED COMMENTARY
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Friday 4 April 2025
OpenAI meets Studio Ghibli: Computing power over artistic brilliance?
OpenAI's ChatGPT recently introduced a new image generation feature, allowing users to transform images into the style of Hayao Miyazaki (Studio Ghibli), once again setting off a...
Thursday 3 April 2025
Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing)...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Foxconn's CEO rotation signals strategic evolution
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate...
Friday 28 March 2025
Hooked by Huawei? SiCarrier's bold debut tests the depth of China's chipmaking ambitions
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often...
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy...
Tuesday 25 March 2025
China courts Europe in bid for stability as US escalates global tariff offensive
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Friday 21 March 2025
Insights revealed during casual chat between Nvidia CEO Jensen Huang and Blue
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating...
Friday 21 March 2025
As trade war escalates between two superpowers, Taiwan faces diminishing gray area
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's...
Thursday 20 March 2025
Commentary: Nvidia GTC's Taiwan Night event offers clues as to why Jensen Huang adores Taiwanese suppliers
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming...
Monday 17 March 2025
Samsung talent crisis: Corporate culture and decision-making to blame?
Samsung Electronics has struggled to retain the top-tier professionals it recruited in semiconductors, robotics, big data, and artificial intelligence (AI). The departure of these...
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...