When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC At the height of the semiconductor boom driven by AI, both ASML and TSMC have begun to repeatedly emphasize a single word: efficiency. This is not simply about operational fine-tuning. It reflects a deeper
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
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
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem Why is the U.S. investing heavily in semiconductors? Is TSMC’s Arizona expansion merely a response to political pressure? In reality, U.S. semiconductor policy is focused on building a sovereign AI manufacturing
The transformation of the semiconductor industry under the ‘America First’ policy
The transformation of the semiconductor industry under the ‘America First’ policy. In the global semiconductor industry’s development, the implementation of the U.S. “America First” policy has led governments to increase support for their local semiconductor industries. As a result, the global semiconductor industry is entering an era of