The Competitive Challenge in an Era of Non-Rational Policy
The Competitive Challenge in an Era of Non-Rational Policy In an era shaped by non-rational policymaking and narrative-driven politics, traditional business risk models are no longer sufficient. This article examines how Trump-style governance has disrupted institutional predictability, pushing companies to adopt cultural awareness and scenario planning as critical
Imagining Asia’s Supply Chain Collaboration: Toward Flexible, Real-Time Networks
Imagining Asia’s Supply Chain Collaboration: Toward Flexible, Real-Time Networks Amid rising costs, shifting geopolitics, and increasing supply chain fragmentation, Asia’s supply chain networks are undergoing a quiet yet profound transformation. This article explores how the next phase of supply chain collaboration will move beyond relocating production hubs to
How Tariffs Reshaped Asia’s Supply Chains: Taiwan’s Emerging Role
How Tariffs Reshaped Asia’s Supply Chains: Taiwan’s Emerging Role The U.S.-China trade tensions may have sparked the conversation, but a deeper shift is underway in Asia’s supply chains. Driven by geopolitical risks, rising costs, and the need for greater resilience, companies are rethinking where and how they produce.
Who Sends the First Supply Chain Signals under Trump Tariffs?
Who Sends the First Supply Chain Signals under Trump Tariffs? As renewed tariff uncertainty under the Trump administration clouds global trade, tech supply chains are entering another period of volatility. This article suggests that instead of relying solely on forecasts from major players like TSMC, we should pay
Optical Actuators: The Overlooked Risk Node in a Geopolitically Fragile Supply Chain
Optical Actuators: The Overlooked Risk Node in a Geopolitically Fragile Supply Chain As global tech competition intensifies and rare earth elements become increasingly strategic, a quiet yet critical vulnerability is emerging within the imaging module supply chain: optical actuators. Although these components account for only 15–20% of camera
Adobe Under Pressure: Is Its Moat Deep Enough?
Adobe Under Pressure: Is Its Moat Deep Enough? After rebuilding the rules of content, can Adobe withstand market and momentum pressure? Amid the wave of content transformation driven by generative AI, Adobe may not be the flashiest player—but it’s arguably the one with the most institutional depth. Rather
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System In the generative AI race, Adobe isn’t the fastest player—but it may be the most strategic and well-rounded. While most companies focus on breakthroughs and market expansion, Adobe has taken
Tariffs Are Just the Beginning: How the U.S. Is Reshaping the Global Tech Industry Order
Tariffs Are Just the Beginning: How the U.S. Is Reshaping the Global Tech Industry Order In 2025, the United States is no longer acting as a global market stabilizer. It is stepping into the role of a geopolitical architect, reshaping the global tech industry through aggressive tariffs and
Trump’s Tariff Revival: Can Taiwan’s ICT Industry Withstand the Supply Chain Reset?
Trump’s Tariff Revival: Can Taiwan’s ICT Industry Withstand the Supply Chain Reset? In 2025, President Donald Trump’s announcement of a 32% tariff on Taiwanese exports sent shockwaves through the global supply chain. Although Taiwan remains one of the most trusted manufacturing partners for U.S. tech brands, its heavy
Wolfspeed’s Turning Point: Navigating Risks and Reinforcing Its Strategic Role in SiC
Wolfspeed’s Turning Point: Navigating Risks and Reinforcing Its Strategic Role in SiC Note (June 2025): This article was originally written before Wolfspeed’s Chapter 11 bankruptcy filing on June 23, 2025. Please see the postscript at the end for an updated observation. As SiC emerges as a critical