How AWS Is Quietly Rewriting the Rules of the AI Server Supply Chain
How AWS Is Quietly Rewriting the Rules of the AI Server Supply Chain Since early 2025, AWS’s Trainium orders have driven a short-term boom across Taiwan’s tech supply chain. But behind the surge lies a quiet restructuring of how that supply chain works. This piece explores how AWS
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning When we talk about artificial intelligence (AI), the spotlight usually stays on models, compute power, and chips. But the most critical phase, which is deployment, is often left out of the conversation. Getting from NVIDIA’s
When Tech Becomes Commodity: Lessons from the Decline of TFT-LCD
When Tech Becomes Commodity: Lessons from the Decline of TFT-LCD When technology stops being rare and products become interchangeable, how should companies redefine themselves? This article examines the transformation of the TFT-LCD industry through the paths taken by AUO and Innolux, offering a lens into how mid-tier tech
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.
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
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape Amid the U.S.-China trade war, global supply chain restructuring, and tightening environmental and social responsibility regulations, Taiwanese laptop ODMs have steadily shifted production from China to Vietnam, Thailand, and other countries—driving a structural shift in the global supply
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession?
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession? Major semiconductor companies generally expect revenue to decline, with an average drop of approximately 9%, significantly exceeding the historical average of 5%. To determine whether this is a temporary adjustment or a sign of a deeper
The graphics card market enters a golden era: AI and gaming demand driving growth
The graphics card market enters a golden era: AI and gaming demand driving growth This year, the graphics card market is experiencing a rare opportunity, especially after the mining boom, with market dynamics becoming increasingly attractive. Key drivers include the upgrade to NVIDIA’s RTX 50 series, a surge
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response The Trump administration’s tariff threats against TSMC and Taiwan’s semiconductor industry reflect the U.S. strategic goal to reduce its reliance on foreign-made chips. However, the global semiconductor supply chain is complex, and U.S. companies depend