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Tuesday 27 January 2026
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
Tuesday 27 January 2026
US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say
Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement...
Tuesday 27 January 2026
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark...

Monday 26 January 2026
Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...
Monday 26 January 2026
Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Friday 23 January 2026
TikTok US joint venture formally established to comply with regulatory requirements
TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims...
Friday 23 January 2026
Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Thursday 22 January 2026
Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Wednesday 21 January 2026
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
Wednesday 21 January 2026
Trump signals new tariffs, casting fresh shadow over Europe's auto industry

President Trump's recent decision to link the question of Greenland's sovereignty with punitive tariffs has sent a chill through Europe's...

Tuesday 20 January 2026
US semiconductor tariffs may weigh on Malaysia's export-driven industries
The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector,...
Monday 19 January 2026
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
Monday 19 January 2026
Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

Sunday 18 January 2026
SK Hynix accelerates advanced packaging from Korea to Indiana
SK Hynix plans to invest KRW19 trillion, about US$12.9 billion, to build an advanced semiconductor packaging plant in Cheongju, South Korea, as it moves to secure capacity for AI-driven...
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,...