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Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam
LATEST STORIES
Friday 9 May 2025
Is the NT dollar surge the new Plaza Accord moment?
After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's volatility is unsettling Taiwan's export-oriented industries, which had already been grappling with the implications of a stronger NT dollar on margins and competitiveness. The erratic moves have sparked uneasy comparisons to the 1985 Plaza Accord—raising the question: could Taiwan be headed toward its own version of that historic realignment
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones, the tech giant now aims to stake a claim in the large language model (LLM) market
Thursday 1 May 2025
DRAM process development challenges: DRAM structure in process miniaturization
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry
Thursday 1 May 2025
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies like Ford and General Motors had warned could hurt US manufacturing by raising production costs and squeezing profit margins, offers short-term relief
Wednesday 30 April 2025
CloudMile outlines 3 keys to unlock JS-SEZ potential
The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity, and natural resources, combined with Singapore's advanced technology, financial sector, and status as an international business hub
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted period of sustained losses in the company's history since 1990
Wednesday 30 April 2025
K&S partners with Taiwanese semiconductor leaders in advanced packaging push
Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips
Tuesday 29 April 2025
Trump's tariff twists: Can supply chains weather the uncertainty?
In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course, stating that current tariffs on Chinese imports are too high and promising to significantly lower them, adding that he would pursue "friendly" dialogue with Beijing
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality
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 trade items to impact the civil aviation industry, showing a more forceful stance than in previous disputes
Monday 28 April 2025
Exploring how internet packets shaped path for AI tokens and next wave of smart devices
Exploring the evolution of information technology highlights intriguing similarities between the internet's core transmission unit, the packet, and the token, which is fundamental to today's AI-driven large language models (LLMs). By examining the development of packets, we can predict the future of token-based technologies and their impact on product development, service models, and industry value chains
Monday 28 April 2025
Johor data center index grows; AI supercomputer expected to launch in 3Q25
The Johor-Singapore Special Economic Zone (JS-SEZ), jointly established through contracts signed by Malaysia's Johor state and Singapore, has recently become a focal point for the entire Southeast Asian supply chain. This week, the JS-SEZ Business and Investment Forum was held in Johor Bahru, where stakeholders exchanged views on the future development of the economic zone
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling "Trump: The Art of the Deal," appears to be backfiring as China adapts and diversifies
Thursday 24 April 2025
Tesla's 2025 slowdown reveals limits of the Musk playbook
Tesla may be stacked with strategic assets—from EV dominance to AI-driven autonomy and advanced energy systems—but 2025 is shaping up as a year of friction. Mounting delays, shifting priorities, and regulatory headwinds are complicating its ability to deliver on expectations
Wednesday 23 April 2025
Robots on the run: China's groundbreaking humanoid marathon reveals tech's growing pains
In a landmark event that tested the limits of current robotics technology, Beijing became the stage for the world's first humanoid robot half-marathon. Nearly 20 teams from across China entered self-developed bipedal robots in this 21.0975-kilometer challenge, which quickly exposed the current limitations of humanoid technology