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NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 17 April 2025
Beijing targets 'Made in USA' chips as trade war turns surgical
The US-China trade war is stuck in a deadlock, with both governments refusing to back down. Beijing's early defiance—vowing to "fight to the end"—gave way to silence after...
Thursday 17 April 2025
Jack Ma's resurgence: Who stands to gain from Trump 2.0?
China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country...
Thursday 17 April 2025
Trump's hairpin politics: calculated chaos or credibility crisis?
Donald Trump's approach to policy—be it trade, diplomacy, or domestic affairs—is best described as a political hairpin turn. Each abrupt pivot sends shockwaves through...
Thursday 17 April 2025
Tariffs, trust, and tech: Nvidia's high-stakes gamble with Trump
(Editor's note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions...
Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...
Wednesday 16 April 2025
US-China standoff: High likelihood of negotiations amid rising tensions
The US government announced an executive order for reciprocal tariffs on April 2, 2025, imposing additional tariffs ranging from 11% to 50% on 57 countries with significant trade...
Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn....
Tuesday 15 April 2025
Tariffs help US chips edge out Taiwan's IC designers? In this game, origin trumps heritage
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff...
Monday 14 April 2025
DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation
US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...
Saturday 12 April 2025
As US tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation...
Friday 11 April 2025
Trump's tariff push disrupts global trade, raises risks for U.S. economy
After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described...
Friday 11 April 2025
Trump's auto parts tariffs spark chain reaction concern for Taiwan manufacturers
The tariff strategy of US President Donald Trump has taken another sharp turn, delaying implementation by 90 days and reducing tariffs for most countries to 10%. However, his 25%...
Friday 11 April 2025
Global tech industry on high alert as Trump pauses tariffs
US President Donald Trump's sweeping global tariff policy has sent shockwaves through the international economic landscape. While the administration has now announced a 90-day suspension...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...