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Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From the talks in Geneva on May 11 to negotiations in London on June 10, followed by Trump's recent announcement, what exactly have the two countries agreed upon
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Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a separate 40% tariff on transshipped goods routed through Vietnam from other countries. In return, Vietnam will eliminate all tariffs on US imports, granting American products full access to its market
Friday 4 July 2025
China-India rivalry forces Foxconn to rethink manpower strategy
As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling Chinese engineers from its Indian operations, highlighting the complex China-India dynamics shaping global industry
Tuesday 1 July 2025
MWC CEO exclusive interview: How MWC transforms into a cross-industry platform in new telecom landscape
On the eve of MWC Shanghai's opening, Francesc Fajula, CEO of Mobile World Capital (MWC) Barcelona, made his first whirlwind visit to Taiwan and granted an exclusive interview with DIGITIMES. He provided an in-depth analysis of how MWC evolved from a traditional telecom trade show into a cross-industry innovation platform. He also discussed differences in digital transformation across countries and emerging shifts in future industry competition
Thursday 26 June 2025
Trump launches strike on Iran, signals no letup in tariff policy
As the deadline for President Trump's tariff deferrals approaches on July 9, global attention shifts to the G7 summit in Canada, where leaders are pressing the US to roll back its trade restrictions. However, in a dramatic turn of events, Trump cut his participation short, citing more urgent matters back home. On the evening of June 21, Trump ordered seven B-2 bombers to strike Iran's underground nuclear facilities, signaling a significant escalation in US military engagement in the region
Wednesday 25 June 2025
Georgia Tech's Montreuil highlights new era for Taiwanese manufacturers in America
In an exclusive interview with DIGITIMES, Georgia Tech professor Benoit Montreuil — widely known as the architect of the "Physical Internet" — laid out a blueprint for deeper, more strategic ties between Taiwan and the US in the fields of logistics, automation, and advanced manufacturing
Tuesday 24 June 2025
Exclusive: 'A Chip Odyssey' director crafts semiconductor epic
The documentary 'A Chip Odyssey,' which chronicles the development of Taiwan's semiconductor industry, premiered on June 13, 2025. It quickly surpassed NT$5 million (approx. US$169,141) in box office revenue during its opening weekend and has maintained strong public interest since. With over 300 private screenings booked, the film's performance is impressive
Tuesday 24 June 2025
Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?
With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up of competition of the new technology and in respond to the trend, JDI Taiwan CEO Raymond Sun believes the trend of adopting AMOLED in IT is unstoppable, especially after 2027
Tuesday 24 June 2025
Taiwan tech supply chains brace for tariff deadline amid currency headwinds
Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already squeezed margins for export-focused manufacturers in May and June, with industry observers warning that first-half earnings may disappoint while traditional peak-season demand could weaken due to earlier front-loading by cautious customers
Saturday 21 June 2025
What Ren Zhengfei didn’t say—lessons for Taiwan’s tech playbook
In a rare and insightful interview with People's Daily, Huawei founder Ren Zhengfei shared his perspective under the headline "The More Open a Country Is, the More It Advances."
Thursday 19 June 2025
Singapore and Johor try again: new special zone revives old economic dream
The grand trend of history is that unity follows division, and division leads to unity again—this perfectly applies to Johor and Singapore
Wednesday 18 June 2025
Commentary: Taiwan AI bill under question amid legislative and industry discord
Taiwan's parliament stalled the proposed "AI Basic Law" due to a lack of consensus, prompting calls for the suspension of efforts to achieve comprehensive legislation until there is a clearer picture of the fast-growing AI market
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture, industry insiders still view the move as too limited and may potentially accelerate the momentum of rival standards like UALink and prompting hyperscalers and chipmakers to double down on developing custom AI chips (ASICs) to lessen their reliance on Nvidia's tightly controlled ecosystem
Wednesday 18 June 2025
AI without borders: Singapore moves from infrastructure to influence
The release of ChatGPT in November 2022 sparked a global AI renaissance, compelling governments everywhere to embrace artificial intelligence for both public benefit and economic growth. In Singapore's case, the AI landscape reveals a strategic pivot: while hardware manufacturing remains a weak link, the city-state has emerged as a stronghold for data center infrastructure and AI-driven applications
Tuesday 17 June 2025
Foxconn formalizes leadership succession, embraces institutionalized executive model
Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure technological transformation to a more deliberate and strategic recalibration of executive leadership
Monday 16 June 2025
US local governments focus on targeted industry incentives to attract investment
In the US, local government incentive programs for business attraction primarily hinge on factors such as the number of jobs created, salaries, duration, and capital investment amounts. In recent years, economic development strategies across various states have evolved from generic incentives to more focused, strategic approaches closely aligned with national objectives