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Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...
Tuesday 1 April 2025
Pre-US auto tariffs buying frenzy fuels supply chain woes
The US auto industry is experiencing a purchasing frenzy ahead of the 25% tariff set to take effect on April 3 under President Donald Trump. The tariff will be expanded on May 3 to...
Tuesday 1 April 2025
GlobalFoundries-UMC merger could precede TSMC-Intel deal, says DIGITIMES analyst
Nikkei and Bloomberg have reported that GlobalFoundries is exploring a merger deal with UMC, a rumor UMC denied. Still, the speculation underscores US efforts to...
Tuesday 1 April 2025
Trump creates investment office to oversee Chips Act funds
President Donald Trump signed an executive order to establish an office within the Commerce Department to facilitate and speed up investments of more than US$1 billion in the US and...
Tuesday 1 April 2025
Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government...
Monday 31 March 2025
Trump's 25% auto tariff set to boost Tesla as Europe, Canada threaten retaliation
US President Donald Trump will impose a 25% tariff on imported passenger vehicles and key components starting April 2, prompting retaliation threats from the European Union and Canada...
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established...
Friday 28 March 2025
Ex-TSMC leaders reflect on challenges and strategy behind US fab push
Burn-Jeng Lin and Shang-Yi Chiang, two former prominent figures in TSMC R&D, recently made their first appearance together in a long time. They both provided their perspectives...
Thursday 27 March 2025
Humanoid robot race between US and China heats up
A series of major advancements in humanoid robot technology in China and the US has reignited talk of imminent mass production.
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and...
Thursday 27 March 2025
Vietnam cuts tariffs, greenlights StarLink amid US trade surplus and tariff concerns
Vietnam has cut tariffs on US imports while aiming for closer trade relations, responding to concerns over its trade surplus. This comes as the US prepares to impose reciprocal tariffs...
Wednesday 26 March 2025
Tesla stumbles abroad: political backlash, labor unrest, and Robotaxi ambitions collide
Tesla is grappling with mounting international headwinds as geopolitical friction, regulatory uncertainty, and brand controversies collide. Straddling the divide between the US and...
Wednesday 26 March 2025
TCL rules out US manufacturing, cites lack of competitiveness and policy risk
TCL founder and chairman Li Dongsheng said the company has no current plans to establish manufacturing operations in the US, calling the move economically unviable and lacking competitive...
Tuesday 25 March 2025
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable,...
Tuesday 25 March 2025
Hyundai commits US$21B to boost US production, supply chain, and future mobility
Hyundai Motor Group is making a bold US$21 billion bet on the US economy between 2025 and 2028, targeting key B2B sectors across manufacturing, supply chain logistics, steel production,...