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Friday 7 March 2025
Trump 2.0 unleashes tariff tactics: bold moves, hidden agendas, and the new world order
As US President Donald Trump marks the first month of his second term in office, the reforms and fiscal austerity measures of Trump 2.0 have exceeded expectations compared to his campaign promises. Whether it is the various cuts proposed by the "Department of Government Efficiency" (DOGE) led by Elon Musk or the recently passed tax reduction and spending cut bill that narrowly cleared the House of Representatives, the pace of these initiatives is astonishing, and their impact is profound
Friday 7 March 2025
Asian Perspectives 3: Digital twins and smart vehicles
The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications
Thursday 6 March 2025
Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy
Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology regarding Liu's appointment to its board has sent shockwaves through the industry
Thursday 6 March 2025
Asian Perspectives 2: From Shoreline to Skyline
How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella Hotel, with six tables arranged for about 60 guests, including our hosts from Bank of America (BoA)
Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion in the US. However, this new investment plan still tests the Trump administration's ability to address issues related to factory construction and talent shortages
Wednesday 5 March 2025
Indian mobile market has growth potential in 2025, but ARPU remains challenge, says DIGITIMES
India, the world's most populous country with a population of over 1.4 billion, has enormous growth potential in the network communications market. In the past, India lagged behind others in 3G and 4G development due to a number of factors, such as a market over-crowded with competitors, weak telecommunications infrastructure, and poor policy implementation. However, the arrival of the 5G era has gradually changed the landscape of India's telecommunications market, according to DIGITIMES's latest report covering India's 5G market
Wednesday 5 March 2025
Stanford's David Fedor praises TSMC and C.C. Wei's Oval Office meeting as a strategic win for Taiwan
TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence demand and intensifying US-China technological competition
Wednesday 5 March 2025
Asian perspectives 1: Breakthrough technologies shaping today's world
At the end of February, I attended an exclusive "Breakthrough Technology Dialogue" in Singapore—a gathering of global tech elites. My aim was to capture the essence of the insights shared while blending in my own observations, offering a glimpse into the collective mindset driving Asia's embrace of transformative technologies
Tuesday 4 March 2025
Two major challenges for TSMC's US$100 billion US investment and 6 other takeaways
In a historic White House press conference, President Donald Trump joined TSMC Chairman C.C. Wei to announce a monumental US$100 billion investment by TSMC in the United States. The event, attended by US Secretary of Commerce Howard Lutnick and White House AI and Semiconductor Advisor David Sacks, underscored America's aggressive push to reassert dominance in the global semiconductor industry. Beyond the staggering financial commitment, the conference revealed the strategic motivations, economic implications, and key personalities shaping this transformative deal
Tuesday 4 March 2025
Chinese smartphone market shipments soar in 4Q24 before slip in 1Q25, says DIGITIMES
Smartphone shipments in the Chinese market reached slightly less than 79 million units in the fourth quarter of 2024, representing a 14.9% increase quarter-over-quarter and a 0.6% growth year-over-year. Looking ahead to the first quarter of 2025, it is estimated that shipment volumes will experience a single-digit decline, according to DIGITIMES' latest report covering the Chinese smartphone market
Friday 28 February 2025
Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands are expected to decrease by 9.7% on quarter in the first quarter of 2025 after enjoying good sequential growth in the fourth quarter of 2024, according to DIGITIMES' latest report covering China's smartphone industry
Thursday 27 February 2025
Chinese smartphone AP shipments decrease sequentially in 4Q24, but stay flat in 1Q25, says DIGITIMES
Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China's handset subsidy policy. Mid-to-high-end 5G models will likely appeal more to consumers within the subsidy-eligible price range, according to DIGITIMES' latest report covering Chinese smartphone AP market
Wednesday 26 February 2025
Hidden visionary behind China's CMOS image sensor revolution
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion investment over the next four years, including plans for a server manufacturing plant in Houston, Texas, in partnership with Foxconn. The Taiwanese manufacturer has not commented on its involvement
Tuesday 25 February 2025
Trump's energy policy reversal puts renewables to market test
President Donald Trump wasted no time reshaping US energy policy, signing the "Unleashing American Energy" executive order on his first day in office. The sweeping directive dismantles the Biden administration's clean energy framework while bolstering fossil fuel industries, marking one of the sharpest policy reversals in recent US history