As China exports deflation, can steel, solar, and EVs hold up?
Global supply chains may be eager to shift away from China, but they find themselves unable to resist the allure of low-priced steel and solar panels. With the U.S. engaging in chip wars and imposing tariffs, safeguarding the EV industry becomes paramount.
‘China First’: Beijing’s Incoming Semiconductor Explosion
China’s wafer foundries are said to be ramping up capacity, and Taiwan’s Powerchip and Vanguard International are already feeling the heat. As China eyes producing all the semiconductors it uses domestically, how will Taiwan’s IC sector respond?
The Second Ma-Xi Meeting: Paving the Way for Beijing to Focus on the Economy
The wining and dining of Taiwan's former president Ma Ying-jeou was a chance for Beijing to flex its diplomatic muscles and relieve some cross-strait tension. At the end of the day, Xi Jinping knows he has a more pressing task: the rejuvenation of China's flagging economy.
How Taiwan's Stringent Localization Policy is Choking Offshore Wind
Taiwan requires the nationalization of the offshore wind power supply chain, the construction cost of wind farms is 2.5 times higher than that of Europe, and the price of electricity will be 50% higher than in the past. How can offshore wind farms, which are so expensive that they cannot be built, continue in the future?