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Tuesday 17 June 2025
Foxconn formalizes leadership succession, embraces institutionalized executive model
Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure technological transformation to a more deliberate and strategic recalibration of executive leadership
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Wednesday 18 June 2025
Commentary: Taiwan AI bill under question amid legislative and industry discord
Taiwan's parliament stalled the proposed "AI Basic Law" due to a lack of consensus, prompting calls for the suspension of efforts to achieve comprehensive legislation until there is a clearer picture of the fast-growing AI market
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture, industry insiders still view the move as too limited and may potentially accelerate the momentum of rival standards like UALink and prompting hyperscalers and chipmakers to double down on developing custom AI chips (ASICs) to lessen their reliance on Nvidia's tightly controlled ecosystem
Wednesday 18 June 2025
AI without borders: Singapore moves from infrastructure to influence
The release of ChatGPT in November 2022 sparked a global AI renaissance, compelling governments everywhere to embrace artificial intelligence for both public benefit and economic growth. In Singapore's case, the AI landscape reveals a strategic pivot: while hardware manufacturing remains a weak link, the city-state has emerged as a stronghold for data center infrastructure and AI-driven applications
Thursday 12 June 2025
Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains
Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos
Thursday 12 June 2025
Trump’s tariff playbook faces legal and political scrutiny
Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed by strategic retreats—has once again put global markets and foreign capitals on edge. Critics and foreign media have taken to calling the strategy "TACO"—short for "Trump Always Chickens Out"—a jab at what they see as erratic tariff brinkmanship that ends in concessions
Friday 6 June 2025
TSMC's additional US$100B investment prompts Trump administration to intensify pressure on Samsung
Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially targeting TSMC and Apple by demanding significant increases in their US investments, recent shifts have seen mounting pressure directed at companies like Samsung, putting executive chairman Jae-Yong Lee in a difficult position
Friday 6 June 2025
Commentary: Trump-Xi call yields conflicting accounts despite trade breakthrough claims
US President Donald Trump and Chinese President Xi Jinping spoke by phone on Thursday, June 5, 2025, agreeing to hold further trade talks aimed at resolving disputes over tariffs and supplies of rare earth minerals
Friday 6 June 2025
Rivals turned allies: XPeng-Huawei AR-HUD partnership emerges as China reins in 'autonomous' rhetoric
China's electric vehicle market is undergoing a rapid transformation in 2025, and the latest surprise comes from two unlikely allies. XPeng Motors and Huawei—longtime competitors in the intelligent driving space—have announced a rare partnership to jointly advance AR head-up display (HUD) technology. The timing is no coincidence: the move comes on the heels of new government restrictions banning the use of buzzwords like "autonomous driving" and "advanced intelligent driving" in promotional language
Friday 6 June 2025
Xiaomi’s EV rise rattles Huawei, reigniting China’s top tech rivalry
In recent weeks, China's tech ecosystem has been rattled by the revival of a decade-long rivalry between two industry heavyweights: Richard Yu, Executive Director and head of Consumer BG at Huawei, and Lei Jun, Xiaomi's founder and CEO. What began as a battle over smartphones has now spilled into the electric vehicle space, with pointed comments about quality and strategy sparking fresh debate across the industry
Thursday 5 June 2025
Taiwan's strategy for developing quantum computing
IBM's Condor and Atom Computing's Phoenix have advanced quantum computing with 1,121 and 1,180 qubits, respectively. Meanwhile, Taiwan is just beginning its journey in 2024 with a prototype quantum computer featuring five qubits
Wednesday 4 June 2025
Six advisors behind Trump’s unpredictable tariff agenda
As global trade tensions resurface, Wall Street insiders have coined a new acronym — TACO (Trump Always Chickens Out) — to mock President Donald Trump's unpredictable tariff strategies, according to reports from CNN and the BBC. The label has struck a nerve with Trump, who views it as a direct challenge to his self-image as a tough, uncompromising negotiator
Tuesday 3 June 2025
How would US Supreme Court rule on Trump's tariffs policy?
A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy
Tuesday 3 June 2025
Huawei defies US sanctions with record revenue and R&D transformation
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business model
Tuesday 3 June 2025
US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple US sanctions and continue advancing in cutting-edge chip design has shocked the US and heightened export vigilance
Tuesday 3 June 2025
Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth
Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects
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