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Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Wednesday 24 July 2024
Post-Biden-exodus, Democratic candidates and supply chain prospects
On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain...
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and...
Tuesday 16 July 2024
PCB shipments for LEO satellites to ramp up
Low Earth orbit (LEO) satellite services are reaching an ever-widening global user base as the space industry becomes increasingly commercialized. SpaceX's Starlink system has gained...
Monday 15 July 2024
Interoperability with the US? Overhaul awaits Taiwan's defense industry
Observing the Chinese military's rapid pace of modernization and the war in Ukraine, where drones and satellites have shown their tactical values, Taiwan is gradually waking up to...
Monday 1 July 2024
Chinese Academy of Sciences demonstrates 9 tech firm strengths to show tech resilience
The US-China technology trade war is forcing China's local technology enterprises to stand on their own feet and further strengthen the self-sufficiency of their local supply chains...
Thursday 27 June 2024
Anti-subsidy duties by EU on Chinese EVs led to initial negotiations between the two sides
The European Union (EU) has imposed an anti-subsidy provisional tax on Chinese EVs, with a maximum total tax rate nearing 50%, higher than market expectations.
Thursday 20 June 2024
Samsung's secret to winning the semiconductor talent war: maintain net inflow
When talent is in short supply from upstream to downstream of the semiconductor industry, those who managed to maintain a net talent influx reflect their competitiveness in salary...
Tuesday 18 June 2024
AI memory chip war heats up: SK Hynix allegedly uses NPE in proxy patent lawsuit against Micron
With the intensifying competition in the AI memory chip market, leading memory vendors like SK Hynix, Micron Technology, and Samsung Electronics are gearing up for proxy patent battles...
Thursday 13 June 2024
China EV price war takes its toll, fueling involution
Cut-throat pricing competition in China's Electric Vehicle (EV) market has induced heavy losses in all sectors along the value chain, triggering a blame game among major players for...
Tuesday 28 May 2024
China retaliates in automotive trade war with tariffs on European cars
Foreign media reports indicate that China is considering imposing a 25% tariff on large-engine fuel vehicles imported from Europe, specifically targeting cars with engines larger...
Monday 27 May 2024
Automakers have rearranged supply chain to respond intensifying trade war
The economic conflict centering on EVs is heating up. Tesla CEO Elon Musk recently said he does not support the US tariff hike on China-made EVs. However, Tesla has rearranged its...
Tuesday 21 May 2024
Alibaba sparks China AI price war with spate of steep discounts
Alibaba Group Holding Ltd. slashed prices for a clutch of artificial intelligence services by as much as 97%, spurring an immediate response from Baidu Inc. in potentially the start...
Tuesday 21 May 2024
As AI smartphone era arrives, 3nm mobile AP war poised to heat up
The advent of the AI smartphone era has marked a new chapter in the competition for Application Processors (AP) that determine smartphone performance, with the 3nm mobile AP war already...
Monday 20 May 2024
EVs, smart driving systems fall victim to price war in China's car market
Price slashing has become increasingly common in China's automobile industry, even as the industry progresses from EVs to smart vehicles.