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Friday 8 May 2026
US president considers inviting Nvidia and other CEOs to China trade talks
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...
Friday 8 May 2026
Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

Thursday 7 May 2026
Google, Microsoft, and xAI to give US early access to unreleased AI models

Google DeepMind, Microsoft, and xAI have signed agreements giving the US government early access to unreleased frontier AI models for...

Tuesday 5 May 2026
Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...
Tuesday 5 May 2026
Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies...
Tuesday 28 April 2026
US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

Tuesday 28 April 2026
DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
Friday 24 April 2026
US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push
US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant...
Tuesday 21 April 2026
Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...
Monday 20 April 2026
US security agencies adopt Anthropic's Mythos despite Pentagon risk label
The US National Security Agency (NSA) is using Anthropic's advanced AI model, Mythos Preview, even after the Department of Defense (DoD) formally designated the company a "supply chain...
Thursday 16 April 2026
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...
Friday 10 April 2026
US expands China lab ban, testing orders shift to Taiwan
The US is moving to broaden restrictions on Chinese laboratories testing electronics, a step that could effectively exclude a large portion of China's testing ecosystem if the proposal...
Friday 10 April 2026
Taiwan chip firms quietly build robot sector, eye US decoupling opportunities
The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...