China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors,...
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...
Media reports suggest that US shipbuilding output is merely 1/200th of China's, allowing China to expand its navy at an astonishing rate. In fact, the total number of Chinese warships...
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion...
Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged...
When Donald Trump took office, he pushed hard on using tariffs as a tool to force manufacturers to move their production to the US. His goal was simple: create more jobs for Americ...
US President Donald Trump loves to mention TSMC's US$165 billion investment in the US as a symbol of success. But the real issue isn't whether that investment materializes —...
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality...
At the Foxconn 50th anniversary banquet, Apple CEO Tim Cook conveyed his congratulations via video message. He mentioned that products which would typically take several months to...
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble,...
The Breakthrough Technology Dialogue held in Singapore at the end of February saw participation from technology experts across various countries. However, the discussions were largely...
