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Friday 18 July 2025
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment...
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 18 July 2025
The tariff show distracts from Trump’s real trade weapon
As the 90-day grace period for reciprocal tariffs ends, the Trump administration has sent tariff notices to trade partners. Effective August 1, 2025, Japan and South Korea will face...
Friday 18 July 2025
Taiwan customs crack down on 179,000 Chinese transshipments to the US
The US has yet again extended the deadline for its reciprocal tariff negotiations to August 1, leaving many exporters on edge. US policy mainly aims to control China's low-priced...
Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing...
Thursday 17 July 2025
Section 232 tariffs risk jeopardizing US-Taiwan relations
Since taking office in January 2025, US President Donald Trump has launched a series of economic and trade policies aimed at achieving fair and reciprocal trade with foreign countries,...
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even...
Thursday 17 July 2025
US pressures Taiwan drone suppliers to relocate production as security rules tighten
The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership...
Thursday 17 July 2025
India's GIFT City attracts Taiwanese chipmaker, banks as financial hub grows
India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...