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Tuesday 8 April 2025
After high-level phone talks, US prioritizes Japan for tariff negotiations
Japanese Prime Minister Shigeru Ishiba and US President Donald Trump have agreed to initiate bilateral discussions on tariff measures, following a phone conversation on April 7. Prime...
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Monday 7 April 2025
Trump's tariff policy signals shift from globalization to protectionism
Trump's April 2 tariffs are not a transitional measure but core to his second-term ideology, marking a fundamental shift from globalization to isolationism and protectionism that...
Saturday 5 April 2025
The Great Tech Reset 5: Can the US regain its edge in semiconductor manufacturing?
Media reports suggest that US shipbuilding output is merely 1/200th of China's, allowing China to expand its navy at an astonishing rate. In fact, the total number of Chinese warships...
Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...
Tuesday 1 April 2025
Pre-US auto tariffs buying frenzy fuels supply chain woes
The US auto industry is experiencing a purchasing frenzy ahead of the 25% tariff set to take effect on April 3 under President Donald Trump. The tariff will be expanded on May 3 to...
Tuesday 1 April 2025
GlobalFoundries-UMC merger could precede TSMC-Intel deal, says DIGITIMES analyst
Nikkei and Bloomberg have reported that GlobalFoundries is exploring a merger deal with UMC, a rumor UMC denied. Still, the speculation underscores US efforts to...
Tuesday 1 April 2025
Trump creates investment office to oversee Chips Act funds
President Donald Trump signed an executive order to establish an office within the Commerce Department to facilitate and speed up investments of more than US$1 billion in the US and...
Tuesday 1 April 2025
Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government...
Monday 31 March 2025
Trump's 25% auto tariff set to boost Tesla as Europe, Canada threaten retaliation
US President Donald Trump will impose a 25% tariff on imported passenger vehicles and key components starting April 2, prompting retaliation threats from the European Union and Canada...
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established...
Friday 28 March 2025
Ex-TSMC leaders reflect on challenges and strategy behind US fab push
Burn-Jeng Lin and Shang-Yi Chiang, two former prominent figures in TSMC R&D, recently made their first appearance together in a long time. They both provided their perspectives...
Thursday 27 March 2025
Humanoid robot race between US and China heats up
A series of major advancements in humanoid robot technology in China and the US has reignited talk of imminent mass production.
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and...
Thursday 27 March 2025
Vietnam cuts tariffs, greenlights StarLink amid US trade surplus and tariff concerns
Vietnam has cut tariffs on US imports while aiming for closer trade relations, responding to concerns over its trade surplus. This comes as the US prepares to impose reciprocal tariffs...