The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel's current and former CEOs. Pat Gelsinger, who recently stepped down after failing to engineer Intel's revival, now offers strategic advice to Japan's Rapidus on challenging TSMC. Meanwhile, his successor, Lip-Bu Tan, has wasted no time in his emergency appointment, announcing significant layoffs just three months into his tenure
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
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
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."
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
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
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
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
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
Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos
Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed by strategic retreats—has once again put global markets and foreign capitals on edge. Critics and foreign media have taken to calling the strategy "TACO"—short for "Trump Always Chickens Out"—a jab at what they see as erratic tariff brinkmanship that ends in concessions
US-China trade negotiations resumed in London on June 9, following a joint statement issued in Geneva on May 12. In that agreement, both sides committed to lowering reciprocal and retaliatory tariffs, cutting the previous peak rate of 125% to 34%. Of this, 24% was suspended for 90 days, while 10% remains in effect
Apple's Worldwide Developers Conference (WWDC) 2025 officially kicked off this week. Weeks before the event, market rumors suggested that Apple Intelligence's progress was far behind expectations, leading to low hopes for significant announcements at WWDC. Apple made few statements about Apple Intelligence during the keynote, with most AI feature updates being practical yet unremarkable
Beyond AI, the potential explosive growth of the robotics industry requires TSMC to proactively plan its production capacity. However, if Taiwan aims to independently develop a physical humanoid robot industry, is there still sufficient talent and resources available amid the massive shift toward semiconductors
Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially targeting TSMC and Apple by demanding significant increases in their US investments, recent shifts have seen mounting pressure directed at companies like Samsung, putting executive chairman Jae-Yong Lee in a difficult position
