Geopolitical tensions and government policies are significantly impacting the technology sector, particularly in areas such as AI, semiconductors, and supply chains. These influences are driving companies to diversify their operations, seek new partnerships, and adapt to changing regulations.
FedEx is expanding its Taiwan hub to handle the increasing demand for logistics services related to artificial intelligence and the semiconductor industry. The expansion aims to optimize operations and support the technology supply chain in the regio...
The United States leads the global AI readiness ranking, while Asian countries occupy half of the top ten positions. The assessment considers various factors, including infrastructure, skills, and investments.
Samsung S26 sales in Taiwan have increased by 25%. The 1TB storage model is particularly popular, accounting for 15% of total orders. This data suggests a growing demand for devices with larger storage capacities.
InnoCare Optoelectronics, a portable X-ray detector manufacturer, is expanding its global network in response to increased orders. The expansion comes amid rising international tensions, leading to higher demand for portable medical devices.
The semiconductor foundry sector has reached a record global revenue of US$169.5 billion thanks to strong demand for AI chips. However, signs of potential slowdowns are emerging from 2026 onwards, which could impact the future growth of the market.
Taiwan's Southern Taiwan Science Park (STSP) is projected to approach NT$3 trillion in revenue by 2025. This figure underscores the growing importance of the science park to the Taiwanese economy, particularly in advanced technology sectors. The incr...
Taiwan is bracing for potential investigations by the United States under Section 301, following a US Supreme Court ruling. The island aims to leverage existing agreements to mitigate the economic impact of such measures.
The ongoing Strait of Hormuz blockage could cause shortages of aluminum, helium, and LNG, with significant consequences for the semiconductor and AI industries. Global supply chains face complex challenges with no clear timeline for reopening.
European startups are urging the European Commission to create a pan-European regulatory framework that offers the same legal certainty as a Delaware Inc. The goal is to prevent companies from relocating to the United States to access a more establis...
Tramplin Electronics, a newly formed Russian company, has announced 16-core and 32-core processors. Evidence suggests these are rebadged Chinese Loongson CPUs, circumventing international sanctions. The news raises questions about Russia's actual tec...
Britain's government is pushing ahead with nuclear planning and regulatory reforms, aiming to accelerate atomic projects that will power homes and datacenters. The initiative aims to make nuclear power safe, cost-effective, and rapidly available.
A USITC (United States International Trade Commission) investigation could have significant repercussions on the auto parts industry in Taiwan. The investigation, based on Section 337, examines alleged violations of patents and intellectual property,...
Rising geopolitical tensions in the Middle East, coupled with strong demand for artificial intelligence solutions, are putting significant pressure on costs and shifting supply chain risks to end customers. The situation requires a reassessment of pr...
Taiwanese chipmakers are preparing to compete in the drone sector, showcasing their solutions at Embedded World 2026. The initiative aims to leverage the growing opportunities in the unmanned aerial vehicle market, with applications ranging from surv...
GlobalFoundries' CEO visited Taiwan, focusing on securing wafer supply agreements. The primary objective doesn't appear to be acquiring United Microelectronics Corporation (UMC), but rather strengthening the supply chain.
China announces mass production of T1200 carbon fiber, a high-performance material with potential applications in the semiconductor and robotics sectors. This development could reduce reliance on foreign suppliers and accelerate domestic technologica...
China National Building Material's new T1200 carbon fiber material promises to redefine standards in high-tech sectors such as aerospace, advanced robotics, and manufacturing, thanks to superior mechanical properties. The implications extend to the p...
According to TPCA estimates, Taiwan's printed circuit board (PCB) production will reach $43 billion in 2025. This figure underscores Taiwan's continued importance in the electronic component manufacturing sector.
Hotai Group, a leader in the Taiwanese automotive market, is planning a strategic shift from volume to value starting in 2026. This change could influence the dynamics of the local market and the strategies of competitors.
A memorandum of understanding between Taiwan and the UK could strengthen supply chains in the space sector and foster closer ties between startups in both countries. The agreement aims to promote technological collaboration and innovation in the aero...
The shutdown of helium facilities in Qatar, representing 30% of global supply, forces SK Hynix to diversify its supply chain. Helium is crucial in semiconductor manufacturing, and its shortage directly impacts chip manufacturers.
Tensions in the Middle East could impact the supply of helium, an essential gas for semiconductor manufacturing in South Korea. Reliance on foreign suppliers makes the chip industry vulnerable.
Taiwan's machinery industry anticipates a limited impact from events in the Middle East. The focus is on evolving freight costs and global supply chain dynamics, crucial elements for companies operating internationally.
ASE's Tien Wu highlights how Taiwan is leveraging its strong hardware foundation to address the increasing competition in the semiconductor sector, particularly in the context of the rivalry between the United States and China. The island aims to con...
Chinese semiconductor manufacturer SMIC is flagging potential supply bottlenecks for memory and BCD (Bipolar-CMOS-DMOS) chips. The situation could impact various sectors, from consumer electronics to automotive.
Compound semiconductors are emerging as essential components in modern air defense radar systems. Their importance was highlighted during recent conflicts, underlining the key role of these materials in advanced military applications.
The United States has initiated investigations under Section 301 of the Trade Act against 16 nations, including Taiwan and South Korea. The investigations focus on alleged unfair trade practices that harm US interests. The outcome could lead to trade...
Asus and Foxconn are leading Taiwan's AI City national team. The news arrives amid escalating geopolitical instability in the Middle East, underscoring the strategic importance of developing AI technologies at a national level.
A DIGITIMES analysis reveals how Taiwan is intentionally building semiconductor factories with excess capacity. This seemingly paradoxical strategy aims to consolidate its dominant position in the chip industry and protect the national technology sup...
MediaTek CEO Rick Tsai anticipates a geographical redistribution of advanced chip production. This shift could have significant implications for the global supply chain and for AI deployment strategies, especially for those considering on-premise opt...
The manufacturer Zheng Hsing anticipates stable performance in 2025, supported by its expansion into Vietnam and the support from Turvo. These factors offset market uncertainties and sustain the company's operations.
Tensions in the Middle East could trigger a global energy crisis. In Taiwan, increased energy demand during the summer, combined with potential supply disruptions, raises concerns about the stability of the power grid and its ability to support techn...
Rising tensions between the US, Israel, and Iran could significantly impact automotive supply chains in Asia, particularly for Chinese exporters. The unstable geopolitical situation risks creating bottlenecks and disruptions in production.
Rising tensions between the US and Iran raise concerns about a potential resource war. At the same time, China's push towards green technologies could offer new opportunities in the energy sector. The TCC chair flags these risks and opportunities.
Nexperia's Chinese subsidiary is ramping up chip production on 12-inch wafers, further distancing itself from its Dutch parent company. This move underscores Nexperia China's ambition to expand its manufacturing capabilities independently.
The dispute between Nexperia and its Chinese staff escalates, with allegations of IT systems lockout. Beijing warns of a potential new global chip shortage. The factory involved is located in Newport.
China's new Five-Year Plan places a strong emphasis on technological development and increased domestic consumption. This strategy aims to strengthen the national economy and reduce dependence on foreign technologies, with a particular focus on innov...
The increasing shipments of Low Earth Orbit (LEO) satellites are intensifying the pressure on Taiwanese printed circuit board (PCB) suppliers. The growing demand is straining production capacity and supply chains.
The United States is considering expanding export restrictions on artificial intelligence chips in an effort to prevent their diversion to third countries. The goal is to limit access to advanced technologies that could be used for unintended purpose...
Taiwan reaffirms its commitment to pursuing strategic high-tech partnerships with the United States, despite recent legal shifts. The island aims to strengthen collaboration in key sectors, upholding existing investment agreements.
Taiwan and the UK have signed an agreement to strengthen cooperation in the space sector, with a focus on supply chains. The agreement aims to foster the joint development of space technologies and applications, consolidating industrial ties between ...
