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Wednesday 11 June 2025
Chip talent drain leaves Taiwan's robotics dreams hanging
Beyond AI, the potential explosive growth of the robotics industry requires TSMC to proactively plan its production capacity. However, if Taiwan aims to independently develop a physical humanoid robot industry, is there still sufficient talent and resources available amid the massive shift toward semiconductors
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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
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
Monday 2 June 2025
How to invest in the US? Government incentives at all levels to attract investment
Recently, US President Donald Trump's visit to Middle Eastern countries brought several trillion US dollars in investments and procurement deals with the US, becoming a major topic of discussion. Investing in American manufacturing to reduce trade deficits—especially in cutting-edge technologies related to national security and priorities of the Trump administration—is one of the most effective tools in tariff and trade negotiations
Friday 30 May 2025
Foxconn's Young Liu wants to export more than iPhones
Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry
Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents not only a technological transformation but also a comprehensive change encompassing policy, technology, ecosystem, and market dynamics
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of access to advanced EUV lithography equipment. Huawei's Kirin X90 was unveiled in a high-profile spot on CCTV, while Lenovo's self-developed 5nm SS1101 SoC surfaced quietly inside the new YOGA Pad Pro 14.5 with minimal fanfare. The contrast reflects not just divergent publicity tactics, but different survival strategies under China's chipmaking constraints