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Taiwan's Drone Problem Is Replenishment, Not Production
Taiwan has proven it can manufacture drones at scale. The bigger challenge is whether it can sustain wartime replenishment through reliable procurement, secure supply chains, and continuous military orders.
When Did We Stop Waiting for Answers?
From library card catalogs and microfilm to smartphones and AI, finding answers has become almost effortless. That’s an extraordinary thing, but I sometimes wonder whether getting used to immediate answers has made us less comfortable with questions that need a little more time.
King Slide’s 87% Gross Margin Tops Nvidia’s. What Makes Its Server Rails So Hard to Replace?
King Slide has achieved a record-breaking 87.4% gross margin—higher than Nvidia’s—by turning server rails into a mission-critical AI infrastructure component. Its strong patent portfolio, customization capabilities, and manufacturing expertise have created a competitive moat that gives it exceptional pricing power.
Google Maps Renames Lake Ontario to 'Lake America' in US
September 1, 2026 -- Today’s top stories: Google Maps Renames Lake Ontario to 'Lake America' in US, AI-Driven Cyber Risk Poses Top Threat to Financial Stability, and China’s Factory Activity Contracts in August Despite Export Demand.
Why Do Taiwanese Drone Exports Still Rely on China's "Pink Supply Chain"?
The value of Taiwanese drone exports has jumped 28-fold over the past year thanks to high demand from the Ukrainian front in the war against Russia. But lurking behind such success is a reliance on a "pink supply chain" — components sourced from China. Can Taiwan build its own competitiveness?
Two-Way Bet: Why Chip Materials Suppliers Are Localizing in Taiwan and Arizona
As geopolitical shocks threaten global maritime routes, chipmakers and specialty chemical suppliers are ditching isolated expansions in favor of shared overseas hubs and deep domestic synthesis.
Google to Shift Pixel Production to Vietnam in 2027
August 31, 2026 -- Today’s top stories: Google to Shift Pixel Production to Vietnam in 2027, China’s CXMT Begins Mass Production of LPDDR6, and OpenAI Economist Sees ‘Care Economy’ Growing in AI Era.
Taiwan Approves $7.6B Drone Budget as China Threat Grows
August 28, 2026 -- Today’s top stories: Taiwan Approves $7.6B Drone Budget as China Threat Grows, Magnitude-5 Quake Hits Tibet After Himalayan Flood Kills Hundreds, and Nvidia Revenue More Than Doubles as It Eyes 70% Sales Growth Next Year.
Can Taiwan's AI Initiative Produce More than a Heap of Reports?
Since last October Taipei has been paying for AI diagnosis before it pays for AI. The sequencing is right, and it puts Taiwan ahead of most of the world on a question the AI industry spent more than US$5 billion answering this year. The program is also moving faster than planned. That is the part to worry about.
From Japanese Student to Taiwanese Worker: Can Taiwan Keep Its International Graduates?
As Taiwan confronts a shrinking workforce, it is looking beyond international student recruitment toward retaining overseas graduates as long-term talent. Japanese students illustrate both the opportunities and challenges, as personal ties to Taiwan often clash with barriers to local employment and career development.
Bill Gates Calls for ‘Human Reserves’ as AI Disruption Accelerates
August 27, 2026 -- Today’s top stories: Bill Gates Calls for ‘Human Reserves’ as AI Disruption Accelerates, OpenAI Says Its Jalapeno AI Chip Outperforms Nvidia GB300 in Key Tests, and Hormuz Closure Sends Global Energy Markets Into Crisis.
How Did an Optical-Fiber Veteran Break Into TSMC's COUPE Silicon Photonics Supply Chain?
Crucial for optical chip coupling, the fiber array units propel FOCI into the CPO era. Chairman Lin Sung-fu details the nanometer engineering behind beating thermal expansion.