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Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing batteries...
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Taiwan OSATs benefit from order transfers amid US-China tariff tensions
Following the resumption of US-China trade tensions under President Trump's administration, which imposed a 10% tariff on Chinese imports, along with former President Biden's tiered...
Friday 7 February 2025
Apple's China focus thrusts it into center of geopolitical fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs...
Friday 7 February 2025
Beyond DeepSeek: how China's elite LLMs are redefining global AI
The emergence of DeepSeek is reshaping China's AI landscape, signaling a transformational shift in the global AI race. Industry experts believe DeepSeek is not the only "black swan"...