Eastech-KY 2025 AGM: Five Key Questions for the World’s Leading Audio Module Supplier
身為長期持有東科-KY數百張股票的股東，我在 2025 年股東會上直接提問公司管理層，聚焦 AI 策略、庫藏股計畫與產能佈局。這篇文章分享完整的問題、回應與我的觀察，帶你一探台灣企業如何在川普關稅與全球挑戰中持續創新與應變。
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Trump’s Tariff Revival Spurs a U.S. Manufacturing Push by Taiwan Server Supply Chain
川普對等關稅政策壓力，台灣伺服器供應鏈掀起美國購地與建廠潮
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Why China Pushes Back: It’s Not About Winning — It’s About Negotiating Better (唯一敢與川普硬碰硬的對手：中國大陸為什麼選擇反擊，而非妥協？)
==== When Donald Trump announced his plan to implement broad “reciprocal tariffs” — demanding that the U.S. apply the same import duties that other countries impose on American goods — more than 70 countries quickly initiated trade talks to avoid being hit. One by one, nations lined up to negotiate. Except for one. China. While…
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Why U.S. Tariffs Put Pressure on Other Countries (為何美國對他國加徵關稅，會令各國感到壓力？)
==== A friend recently asked me:“Why does Trump’s call for reciprocal tariffs push so many countries to rush into trade negotiations with the U.S.?” It’s a great question — and it gets right to the heart of today’s global trade dynamics. The answer is both simple and sobering: Because too many countries rely heavily on…
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Tariffs as a Weapon: Powerful but Not Invincible – The Pressure Behind Trump’s Trade Strategy (關稅武器雖強，美國也非無敵：川普對外施壓的背後壓力與副作用)
==== In a previous post <Why U.S. Tariffs Put Pressure on Other Countries>, I explored why Trump’s “reciprocal tariff” policy has pressured so many countries into trade negotiations. The answer was clear:Because the U.S. consumer market is the single most powerful bargaining chip in global trade. But this raises a deeper question:Can the U.S. wield…
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Trump’s Tariffs Shake Global Trade: 70 Nations Rush to Negotiate, Taiwan Among Priority Countries? (川普關稅衝擊全球：70國搶談判，台灣成優先名單之一？)
==== A new wave of tariffs imposed by the Trump administration officially went into effect today, sparking fresh turmoil across global trade and capital markets. Given the sweeping scope of the policy—impacting a majority of the world’s economies—governments around the globe are scrambling to reach out to the White House in hopes of launching negotiations…
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Trump’s New Tariff Blitz Shakes Global Markets — Could Vietnam-Linked Stocks Be the Temporary Safe Haven? (台股週一恐迎大殺盤，越南概念股是否可能是資金暫時的避風港？)
==== U.S. President Donald Trump’s latest sweeping tariff policy has once again heightened global trade tensions and sent shockwaves through international capital markets. On Thursday and Friday, U.S. stocks witnessed massive capital outflows, triggering a wave of panic that spread across the globe. With Taiwan’s stock market closed for the Tomb-Sweeping Day holiday during this…
