Trump Continues to Impose Tariffs on Chinese Goods: Is This an Opportunity for Taiwan’s Mature Process Semiconductor Manufacturers? (川普對中國商品持續加徵關稅,台灣成熟製程半導體廠商的機會是否來臨?)

Trump continues to impose comprehensive tariffs on Chinese imports, including semiconductor products. This policy could not only reshape the global semiconductor supply chain but also create new market opportunities for Taiwan’s mature process foundries—such as UMC, PSMC, and VIS. 1. U.S. Semiconductor Demand and the Role of Mature Process Technology Global Semiconductor Market Demand Distribution … More Trump Continues to Impose Tariffs on Chinese Goods: Is This an Opportunity for Taiwan’s Mature Process Semiconductor Manufacturers? (川普對中國商品持續加徵關稅,台灣成熟製程半導體廠商的機會是否來臨?)

The Rise of DeepSeek: The Sputnik Moment of the 21st Century? (DeepSeek的橫空出世,21世紀的「史普尼克時刻」?)

Recently, as NVIDIA’s stock price experienced significant volatility, the market’s attention swiftly turned to the catalyst behind it—DeepSeek, an AI startup from China. Founded by 40-year-old Wenfeng Liang, DeepSeek’s AI chatbot has delivered impressive performance. However, what truly shook the market was not just its technology, but its astonishingly low training cost. DeepSeek reportedly completed … More The Rise of DeepSeek: The Sputnik Moment of the 21st Century? (DeepSeek的橫空出世,21世紀的「史普尼克時刻」?)