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Monday 30 September 2024
Taiwan eyes tech growth, strengthening supply chain amid AI boom
Amid the rise of generative AI and global supply chain restructuring, Taiwan's exports to the United States and ASEAN have surged to unprecedented levels. In August 2024, Taiwan's...
Wednesday 25 September 2024
US set to ban Chinese connected vehicles on cybersecurity concerns
The US is intensifying restrictions on Chinese-made vehicles. Beyond the current 100% tariff on Chinese electric vehicles (EVs), the US Department of Commerce (DOC) is reportedly...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Monday 23 September 2024
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
As the US's annual review of export control approaches, speculation is mounting in the Chinese market regarding the potential discontinuation of Nvidia's H20 chip, a specialized version...
Friday 20 September 2024
Why China-based automotive manufacturers are not worried about Biden's EV trade war
The Biden Administration announced in May that it would be increasing tariff rates on China-based products including semiconductors and electric vehicles (EVs). USTR claimed that...
Friday 20 September 2024
Saudi Arabia to purchase Nvidia's high-end chips in 2025
Originally one of the regulated export destinations for US chips, Saudi Arabia aims to receive clearance from the US government in 2025 and obtain US-manufactured high-quality chip...
Friday 20 September 2024
With US election counting down, battery manufacturers show little concern
In November, the US will hold its presidential election. While the development of the electric vehicle (EV) industry has garnered much attention, some battery-related companies confidently...
Thursday 19 September 2024
TSMC solves mass production issues in US; advanced process self-sufficiency may be realized
In early December 2022, Apple CEO Tim Cook and US President Joe Biden attended the groundbreaking ceremony for TSMC's wafer fab in Arizona. During his speech, Cook stated that the...
Wednesday 11 September 2024
Taiwan's trade surplus with US hits record high on AI server export surge
Taiwan's trade surplus with the US reached an all-time high of US$42.26 billion in the first eight months of 2024, surpassing the US$35.6 billion total for all of 2023. This significant...
Tuesday 10 September 2024
US deepens semiconductor partnership with India ahead of SEMICON India 2024
Two days before SEMICON India 2024, the US Department of State said that the US and India will explore opportunities, grow, and diversify the global semiconductor supply chain.
Monday 9 September 2024
Nvidia invests in Japan-based Sakana AI, fueling global GenAI race
The Japan-based startup founded by former Google researchers, Sakana AI, announced that it has received a total of JPY20 billion (US$138 million) from various investors including...
Monday 9 September 2024
Chinese LLM developers navigate US chip sanction through innovation
Despite encountering significant challenges from US export controls and subsequent chip shortages, China continues to make substantial progress in its AI industry. The country is...
Monday 9 September 2024
Intel's foundry ambitions face setbacks, raising concerns over US$8.5 billion CHIPS Act subsidy
Intel's wafer manufacturing is facing significant challenges. Recent reports suggest that Broadcom estimates the Intel 18A process has not yet achieved mass production capability,...
Friday 6 September 2024
SEMICON Taiwan 2024 features first US Pavilion as Taiwanese semiconductors receive global attention
Taiwan's semiconductor industry chain has become a global focal point, and the scale of SEMICON Taiwan 2024 continues to expand. To highlight Taiwan's close collaboration with 56...
Tuesday 3 September 2024
Biden administration adds US$521 million subsidy for EV charging network expansion
The Biden administration had already allocated US$7.5 billion for the purpose of expanding the electrical vehicle (EV) charging network. Recently, it announced that a subsidy of US$521...