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Monday 3 February 2025
Taiwan poised to capitalize on AI advancements brought by DeepSeek, says Acer execs
The emergence of China's AI model DeepSeek has stirred the industry, highlighting the potential of open-source technology. Acer CEO Jason Chen noted that the future will see multiple...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
TSMC to hold board meeting in US next week to review progress at Arizona site
TSMC will conduct its regular board of directors meeting in the US next week. The progress of the Arizona site construction is expected to be evaluated.
Monday 3 February 2025
Taiwan vows to back 300+ Mexico-based domestic firms against Trump tariffs
Taiwan's Ministry of Economic Affairs (MOEA) announced on February 2, 2025, that it will engage in ongoing discussions with the US to protect mutual industrial and national interests,...
Monday 3 February 2025
Global supply chains holds breath over Trump's 100% chip tariffs
In late January 2025, President Donald Trump proposed tariffs of up to 100% on chips imported from Taiwan, aiming to bolster US manufacturing. The move, however, risks driving up...
Friday 31 January 2025
EMS Watch: Differences in EMS/ODM development across regions according to profit margin
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit...
Friday 31 January 2025
CHPT co-founder outlines new AI strategies to tackle challenges and seize growth opportunities in Taiwan's semiconductor market.
The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Thursday 30 January 2025
Foxconn chair outlines Taiwan's path to industrial transformation through patents and software
In Taiwan's pursuit of industrial transformation and upgrading, manufacturers must create unique value amid intense global competition. Foxconn Technology Chairman Young Liu believes...
Thursday 30 January 2025
Taiwanese drone manufacturers target military sector growth amid pressure to bolster self-sufficiency
Drones are anticipated to be a significant growth area for Taiwanese manufacturers, with opportunities mainly in the commercial and military sectors. The military market is particularly...
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Monday 27 January 2025
EVs steadily growing; fuel cell EVs align with the future
As environmental awareness rises, consumer demand for electric vehicles (EVs) is gradually increasing, providing opportunities for the development of the EV market. The Taiwanese...
Monday 27 January 2025
Taiwan's 2025 AI outlook: data center transformation and sovereign AI
The rise of generative AI has elevated Taiwan's global standing, as it plays a crucial role in providing the hardware for AI computing. In the last two years, Taiwan has experienced...
Friday 24 January 2025
Transmission component manufacturers step up robot deployment
The past year has been one full of ups and downs for Taiwan's machinery industry: aside from products and components related to AI and semiconductors, most other product lines remained...