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Wednesday 21 January 2026
Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment
After the Ministry of National Defense (MND) of Taiwan completed a classified report to the Legislative Yuan on a special military procurement bill totaling NT$1.25 trillion (approx...
Wednesday 21 January 2026
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
Monday 19 January 2026
US-Taiwan trade pact clears path for tech supply chain hubs in America
The US and Taiwan have reached a trade breakthrough that lowers reciprocal tariffs to 15% and applies most-favored-nation treatment without stacking, creating new momentum for Taiwanese...
Monday 19 January 2026
US-Taiwan investment MOU brings clarity on future auto tariffs
After months of negotiation, the United States and Taiwan have reached a provisional breakthrough in their tariff talks, signing a memorandum of understanding on investment cooperation...
Monday 19 January 2026
US-Taiwan defense ties deepen by 15% tariff cap
After securing a 15% tariff cap, the next step is to examine future directions of US-Taiwan bilateral cooperation. Aside from establishing models to help Taiwanese companies enter...
Monday 19 January 2026
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
Saturday 17 January 2026
TSMC speeds up US expansion while keeping FX strategy simple
TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
Saturday 17 January 2026
TSMC chair confirms long-term AI demand and commitment to US expansion
At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
Friday 16 January 2026
How the 'Taiwan Model' works in Washington's latest tariff deal
After months of high-stakes negotiations, Taiwan has secured a reciprocal tariff rate of 15% with the United States. Officials in Taipei are presenting the result as both a diplomatic...
Friday 16 January 2026
Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
US LiDAR company Aeva Technologies has been selected as a partner for Nvidia's next-generation autonomous driving platform, Drive AGX Hyperion, drawing attention to its integration...
Friday 16 January 2026
Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears
Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising...
Friday 16 January 2026
US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear
The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations,...
Friday 16 January 2026
US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks
The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key...
Friday 16 January 2026
Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise
The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...
Friday 16 January 2026
Foxconn holds the hardware keys to Apple's AI strategy
As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...