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Vol. 808 / Content

U.S. AI Computing Power Frontline

Vol. 808

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Industry

A Deep Dive Into Taiwan E-scooter Pioneer Gogoro’s Fall from Grace

A decade ago, Gogoro was hailed as a symbol of Taiwan’s innovation, winning widespread support as it revolutionized electric scooters. Today, however, the company finds itself under investigation for using Chinese-made parts, leading to CEO Horace Luke’s ousting. How did the company that once inspired a nation reach this point?

Industry

Bloom Energy: Why Taiwanese Firms Comprise 30 Percent of Fuel Cell Maker’s Supply Chain

After running losses for over 15 years, Bloom Energy has become a hot electric power solution provider for AI data centers. Which key members of the Taiwanese supply chain have been instrumental in Bloom’s rise?

Industry

What U.S. AI Data Center Growth May Mean for Taiwan

AI’s emergence has led to a boom in computing hardware. A CommonWealth reporting team visited Virginia, which hosts a third of the world’s data centers, to assess the AI challenges Taiwan faces as it strives to bolster its “computing power” in line with its “national power” strategy.

Industry

Reasons Why ASML's EUVs Are Not the Cause of TSMC's Massive Power Bill

Taiwan Semiconductor Manufacturing Company's power consumption is through the roof, and the culprit is commonly believed to be its "EUV" systems. But ASML sees things differently. Why is the power draw of EUVs not as high as believed?

International

Why Do Beijing’s Rescue Measures Fail in China’s Deflationary Economy?

During the past six months, China’s central bank has lowered interest rates, and the government, while denying deflation, has implemented various rescue packages. Yet none seem to work. Why?