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Strong demand for AI chips has boosted revenue for Taiwan Semiconductor Manufacturing Company (TMSC), while also being the most important argument for expanding the capacity of TSMC fabs in the U.S. Who will pay for the extra costs borne by supply chain diversification?
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?
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.
The just-concluded Nvidia GTC conference outstripped even Apple's product launches. The surge in demand for hardware driven by generative AI has put Nvidia in the winner's seat. But as computing power shifts from the cloud to the edge, will the landscape change?
Taiwan’s leading steelmaker China Steel Corporation (CSC) cannot finance the shift away from conventional coal-based blast furnace production to sustainable steelmaking by itself. While other countries invest huge amounts in the decarbonization of steelmaking, China Steel lacks the financial resources to go green. What can be done?
Taiwanese investors have been pouring funds into high dividend ETFs, creating a US$1.33 billion domino effect. These funds are upending Taiwan’s capital markets and financial ecosystem, but are they also putting investors at risk?
Taiwan, the birthplace of bubble tea, consumes 1.1 billion cups of beverages annually. Despite being in the market for 30 years since its establishment in 1994, why is 50 Lan, KOI Thé’s parent company, still the favorite among consumers?
Two TSMC technical wizzes, both faced with adversity. One stuck it out with the chip making giant, the other broke ties with the company, but both still have outsized impacts on the global chip industry. How are their fates different? Our veteran tech reporter observes.
In a visit to NVIDIA's headquarters in Silicon Valley, Jensen Huang explains why he believes NVIDIA is not just a chip company but an "AI platform enterprise."
For Depo Auto Parts Industrial Co., Taiwan's leading vehicle headlight supplier, the past two years have been its best yet in nearly a half-century thanks to finally cracking the European auto market—but only after a grinding 5-year campaign of rejections.
The United States and China are battling for dominance in space, in part by feverishly deploying low-orbit satellites to bolster their communication networks and defense systems. Taiwan wants in on this space race, but can it develop these critical satellites on its own?
High-dividend ETFs, once considered regular investment targets, have transformed into a speculative tool in Taiwan. With Taiwanese retail investors rushing to buy ETFs, boasting the world's highest five-year compound growth rate, what impact will this have on Taiwan's stock market?
Socionext, a joint venture between time-honored Japanese electronics giants Fujitsu and Panasonic, is the largest designer of custom-designed integrated circuits in Japan. Banking on the advanced manufacturing technology of chip foundry Taiwan Semiconductor Manufacturing Company (TSMC), the company has evolved into a new leader in the AI chip war. What’s the story behind this success?
TSMC recently opened a new wafer fab in Japan, igniting a new era of semiconductor cooperation between Japan and Taiwan. What motivated TSMC to expand into Japan, and how could this new “island chain” affect the global semiconductor market?
Taiwanese AI company AMAX, which just joined the Taiwan stock market last year, was established in Silicon Valley over 40 years ago. With half of its revenue from AI, it stands as one of NVIDIA's first GPU server partners. How did they achieve this?
In an exclusive interview, Tokyo Electron Ltd. (TEL), Japan's largest technology company, reveals how it boldly transformed after Japan's semiconductor downturn of three decades, surpassing Sony in market value and becoming the world's fourth-largest semiconductor equipment manufacturer.
Celebrated as the Japanese political figure with the deepest understanding of the semiconductor sector, Akira Amari, leader of the parliamentary association to promote semiconductor strategy, stresses that Japan will need the capability to manufacture its own high-end logic ICs if it is to maintain autonomy in the world of tech. What role can Taiwan play in this?
On February 20th, Foxconn held its 50th-anniversary gala dinner in Taipei. The congratulatory videos from Apple CEO Tim Cook and NVIDIA CEO Jensen Huang hinted at strengthened cooperation in areas like AI. What does this mean for Foxconn's future?
On February 24th, TSMC's JASM facility in Kumamoto had a grand opening. Backed by strong Japanese government support, it's ahead of schedule compared to the Arizona plant in the US. TSMC's founder, Morris Chang, openly admits Japan's advantageous semiconductor industry development. What impact will JASM have on Japan's semiconductor revival?
Chinese e-commerce companies Shein and Temu have conquered the world, capturing teenage American girls. CommonWealth’s investigative team went deep into the territory behind Guangzhou-based Shein’s empire to understand how China is drawing the entire world into Shein’s vortex of consumption.
The U.S. has intensified its scrutiny over Taiwanese machine tools being rerouted to Russia through third countries, with investigations reportedly encompassing more than 90 companies. The majority of the machine tool industry finds itself caught in the "Russian storm". If measures such as customer restrictions and signing non-resale agreements are futile, what solutions remain?
Since the emergence of ChatGPT and Chinese Internet giant Baidu’s announcement of its own Chinese language chat bot, Taiwan has felt the need to develop a generative AI solution that is leveraging Traditional Chinese data from Taiwan instead of China. Does it meet expectations?
The U.S.-China trade war and China’s zero-COVID shutdowns accelerated Apple’s desire to move production out of China and diversify its manufacturing bases. But after combing through lists of Apple’s suppliers over the past 10 years, CommonWealth Magazine found that the number of Chinese enterprises among those suppliers actually increased rather than decreased, squeezing out American and Japanese companies.
The United States and China are battling for dominance in space, in part by feverishly deploying low-orbit satellites to bolster their communication networks and defense systems. Taiwan wants in on this space race, but can it develop these critical satellites on its own?
During TSMC's shareholders' meeting on January 18th, Mark Liu made his final appearance as chairman of the semiconductor giant. He shared his insights on TSMC's plans to expand overseas. How will TSMC navigate the challenges of the precarious geopolitical environment?
One unanticipated side effect of the U.S. chip export ban is that Chinese tech companies like Huawei have turned the crisis into an opportunity. But smartphones fitted with Taiwan's MediaTek chips are still the king of the market. What is MediaTek's secret?
Around 50% of small and medium-sized companies in Taiwan have been targeted by hackers demanding ransom payments, and generative AI is making it easier for cybercriminals. In light of the increasing number of cybersecurity incidents and a shortage of skilled cybersecurity professionals, how does Trend Micro's new platform, Vision One, turn the tide?
Northrop Grumman, a US-based multinational aerospace and defense technology company, has opened a new office in Taiwan, preparing to invest US$100 million in Taiwan’s domestic defense industry. The production of 30 mm chain gun ammunition on the island under license has been confirmed.
Taiwanese-made Coretronic drones are becoming popular in the United States. With their advanced AI and flight control systems, they're competing strongly against China's DJI. The key to their success? Coretronic doesn't have its own brand, and that's working really well for them.
MEAN WELL, in its continuous pursuit of excellence, has established the world's largest standard power supply production base at its Suzhou Smart Park. Moreover, it is actively expanding its presence in China with a goal of partnering with 100 ESG enterprises by 2030.
Drones have featured heavily in conflicts around the world, and Taiwan is hoping that locally made commercial-grade drones can gain traction domestically and internationally. CommonWealth Magazine looks at some of the key private players involved in the initiative.
Innovation is the essence of national strength. Taiwan must transition from an OEM-based economy to one focused on technological innovation to maintain its stance on the global stage. In 2016, the government launched the "5+2 Innovative Industries Plan," with the Internet of Things (IoT) being one of the key sectors. To connect with innovative technologies from the Silicon Valley and help Taiwanese industries seize new opportunities driven by IoT, the National Development Council (NDC) formulated the "Asia Silicon Valley Development Plan," which was approved by the Executive Yuan in September of the same year. The plan aims to drive Taiwan's new economic development with two main drivers: "stimulating economic growth through innovation and entrepreneurship" and "promoting industrial transformation and upgrading through IoT."
Foxconn is investing US$1.6 billion to expand iPhone production in India, aiming to manufacture 25% of its iPhones there by 2025. Is this a pipe dream?
For the first time in almost three decades, the Taiwan Stock Exchange (TWSE) index overtook Hong Kong's Hang Seng Index (HSI). What does this historic shift say about both markets?