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Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Trade war fallout: US delays EU tariffs, China's PMI slips, Taiwan retreats
The US has once again delayed the imposition of a 50% tariff on European imports, following a phone call between US President Donald Trump and European Commission President Ursula...
Thursday 29 May 2025
Fiber-optic drones revolutionize warfare but leave toxic footprint in Ukraine
As the Russia-Ukraine war enters its third year, unmanned aerial vehicles (UAVs) have solidified their role as a pivotal force in both offensive and defensive operations. Recently,...
Monday 26 May 2025
Shibaura Electronics revises stance on bidding war, withdraws opposition to Yageo's hostile offer
Shibaura Electronics announced on May 21, 2025, a shift in its stance regarding the competing tender offers (TOBs) from Japan's MinebeaMitsumi and Taiwan-based Yageo for its shares...
Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...
Friday 9 May 2025
Ford streamlines EV and software plans, refutes claims of investment cuts

In a dramatic move reflecting the mounting challenges of the electric vehicle transition, Ford Motor Company has halted development of...

Wednesday 7 May 2025
Dollar dilemma: Asian currencies soar as Trump policy splits markets
A widening currency war is emerging as Asian currencies surge and the US juggles conflicting dollar policies. Washington's push for manufacturing reshoring clashes with its defense...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
Mining influence: Taiwan's critical moves in the global rare earth chess game
As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
US auto tariffs backfire: supply chains prioritize cash management
The US will implement automotive parts tariffs starting on May 3rd, 2025, although President Donald Trump recently offered limited exemptions for certain vehicles and components....
Friday 2 May 2025
Navigating the tariff storm: AUO's strategic response and the viability of US-based manufacturing
As the global supply chain continues to reel from the tariff war ignited by US President Donald Trump, Paul SL Peng, chairman of AUO, offers a measured analysis of the situation....
Monday 28 April 2025
Trade tensions take flight: Trump tariffs spark China retaliation against Boeing
Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional...