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NEWS TAGGED COMMENTARY AND ANALYSIS
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...
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...
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...
Wednesday 2 July 2025
Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlight
The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring...
Monday 30 June 2025
From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook
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...
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...

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...
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
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...
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,...
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...

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...
Thursday 12 June 2025
Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains
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,...
Thursday 12 June 2025
Trump’s tariff playbook faces legal and political scrutiny

Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed...