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Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...
Saturday 5 April 2025
Trump tariffs spare no country; Asia and Europe are hit harder
President Donald Trump is imposing tariffs on US trading partners worldwide, his biggest assault yet on a global economic system he has long bemoaned as unfair.
Trump said Wednesday...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Saturday 5 April 2025
US robotics firms advocate for national strategy amid rise of China's 'Ge Wu' platform
A quiet revolution is reshaping the future of global manufacturing, with robotics technology at its center. In this unfolding race, the US and its Western allies are increasingly...
Saturday 5 April 2025
Outmaneuvering Huawei and Tesla: How Momenta quietly claimed China's auto-driving crown
As Tesla and Huawei continue to dominate headlines in China's autonomous driving race, another player is quietly reshaping the landscape. Founded in 2016, Momenta has captured more...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Thursday 3 April 2025
US imposes 10% blanket tariff starting April 5; Taiwan, Asia exporters face country-specific rates up to 49%
The White House has announced a significant shift in US trade policy, asserting that access to the American market is "a privilege, not a right." The Trump administration emphasized...
Thursday 3 April 2025
China restricts companies from investing in US as tensions rise
China has taken steps to restrict local companies from investing in the US, according to people familiar with the matter, in a move that could give Beijing more leverage for potential...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...
Thursday 3 April 2025
Microsoft joins corporate China exodus with Shanghai AI lab closure
Microsoft has closed its AI and IoT laboratory in Shanghai, adding to the growing list of multinational corporations scaling back operations in China. According to a report by The...
Thursday 3 April 2025
CHPT targets record 2025 revenue on AI mobile chip surge
Chunghwa Precision Test Tech (CHPT) anticipates strong growth throughout 2025, driven by increasing demand for AI-driven high-performance computing and a key mobile application processor...
Thursday 3 April 2025
AUO Display Plus, E Ink to kick off large-format ePaper production by late 2025
AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed...
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...
Wednesday 2 April 2025
Goertek pours US$390 million into Vietnam expansion, inks key HUST partnership
Goertek, a leading Chinese electronics manufacturer, is expanding its footprint in Vietnam with a proposed VND9,717 billion (approx. US$391 million) investment while also formalizing...