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Wednesday 23 July 2025
Houston to Hsinchu in 2.5 hours? AIT confirms talks with Taiwan on spaceport vision
The American Institute in Taiwan (AIT) confirmed on social media on Monday that the US and Taiwan are in talks over a potential spaceport collaboration — a move that could one...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical...
Monday 21 July 2025
Taiwan govt unveils response plan to US reciprocal tariffs
The US's reciprocal tariff policy has posed serious challenges for many export-oriented countries, with Taiwan hit by a 32% levy when the policy was first announced in April 2025...
Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
Monday 21 July 2025
India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles
India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...
Monday 21 July 2025
Why China’s FDI drought shows no sign of ending
China's inbound non-financial FDI fell 15.2% year-on-year in the first half of 2025, totaling CNY423.23 billion (US$58.96 billion), according to data from the Ministry of Commerce...
Friday 18 July 2025
Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction
As US-Taiwan negotiations over complete vehicle tariffs near conclusion, market speculation has intensified, especially around the possibility of a zero-percent tariff on American-made...
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
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
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
Import tariff talks with the US spark fears among Taiwan's domestic carmakers
Taiwan's domestic and imported car markets have long been locked in a delicate tug-of-war. In 2024, local vehicles held a narrow lead with a 52% market share, compared to 48% for...
Thursday 17 July 2025
Nvidia CEO disclaims US-China trade and export policy influence
During his July 16, 2025, visit to China, Nvidia CEO Jensen Huang addressed questions about the US H20 chip ban and the US-China tech conflict. He said he had not changed his position...
Thursday 17 July 2025
South Korea pushes physical AI development with new industry association
South Korea's government is accelerating efforts to establish the country as a leading artificial intelligence power, with particular focus on physical AI - technology that combines...