Finance · 04/29/2025

Apple's AI development faces challenges, transitioning from a leader to a laggard, prompting team restructuring. Confronted with competition from giants like Google and OpenAI, Apple is splitting its AI team to focus on core technologies, betting on robotics and smart glasses, and accelerating manufacturing in India. Whether Apple can regain its AI advantage remains to be seen. The company is undergoing significant strategic adjustments to address its perceived shortcomings in the AI space and to capitalize on emerging hardware opportunities.

Finance · 06/07/2025

The U.S. increasing steel and aluminum tariffs to 50% has led to surging import costs, putting pressure on corporate profits. The global trade landscape may be reshaped, with major exporting countries facing losses and Europe concerned about price declines. Studies suggest the tariffs have not effectively promoted the development of U.S. domestic industries. Businesses need to diversify supply chains, innovate technologically, and control costs to actively address the challenges. This situation requires proactive strategies to mitigate the negative impacts and adapt to the changing trade environment.

Finance · 06/13/2025

Trump has threatened to raise auto tariffs, aiming to incentivize automakers to increase investments in the United States. This move has sparked concerns within the automotive industry, leading to stock price declines, and is being closely monitored by the international community. The tariff policy could impact consumer car purchasing costs, automaker profits, and global trade relations. The long-term effects of these tariffs remain to be seen.

Finance · 05/10/2025

The outlook for US-China trade negotiations remains uncertain. The effectiveness of the Trump administration's tariff policy is being questioned, and China is actively reducing its dependence on the US and seeking diversified development. If negotiations fail, global markets will face a new round of shocks. Businesses should diversify their supply chains, enhance product competitiveness, and proactively address the challenges posed by the trade war. The future hinges on finding common ground and avoiding further escalation of tensions between the two economic superpowers.

Finance · 05/28/2025

Japan plans to spend billions of dollars to procure US-made chips, aiming to reduce its trade deficit with the United States and strengthen the US-Japan semiconductor supply chain. This move is designed to address geopolitical risks, ensure economic security, and advance US-Japan trade negotiations. American chip manufacturers, such as Nvidia, are expected to benefit from this initiative. The deal highlights the increasing importance of semiconductors in international relations and the strategic alliance between the two countries.

Finance · 04/27/2025

The US AI Action Plan has sparked debate in the tech world regarding China policy. OpenAI and Anthropic advocate for stricter technology blockades against China, while Meta emphasizes open source and collaboration. Google and Microsoft pursue collaborative innovation, while Apple and Nvidia remain silent. This analysis highlights the limitations of technology blockades and promotes international cooperation and open development in the AI field. It argues that fostering global partnerships is crucial for advancing AI responsibly and ensuring its benefits are shared widely, rather than hindering progress through restrictive measures.

Finance · 04/30/2025

US tariffs on China have caused a sharp decline in Chinese cargo volume to the US, impacting the US port economy. Shipping companies are reducing capacity, potentially leading to product shortages and price increases. Businesses should diversify their supply chains, optimize inventory management, and strengthen risk assessments to navigate the uncertainty. The reduced cargo flow is creating economic challenges for ports reliant on trade with China, highlighting the interconnectedness of the global economy and the vulnerability of supply chains to geopolitical tensions.

Finance · 05/14/2025

Tesla is restarting its Chinese component supply chain to accelerate the mass production of Cybercab robotaxis and Semi electric trucks. The easing of US-China trade relations is a key factor, but policy risks remain. Cybercab aims to reshape urban mobility, while Semi targets commercial transportation transformation. High tariffs previously impacted Tesla, making supply chain optimization crucial for improving its financial performance and market competitiveness. This move signifies Tesla's commitment to expanding its product line and solidifying its position in the electric vehicle market despite ongoing geopolitical uncertainties.

Finance · 07/15/2025

Synopsys's $35 billion acquisition of Ansys is nearing completion after conditional approval from Chinese regulators. This deal, marked by twists and turns, reflects the impact of US-China trade negotiations on technology policy. The approval potentially signals a thaw in US-China trade relations. However, Chinese regulators imposed conditions to protect market competition. The future developments of this case and the broader US-China tech rivalry warrant continued attention. The deal highlights the complexities and geopolitical considerations involved in cross-border technology mergers amid ongoing trade tensions.

Finance · 07/14/2025

Airmate is actively expanding its diversified business, launching new home appliances and venturing into the thermal components sector, targeting the server fan market in mainland China. The company is shifting its strategic focus towards a younger product line and adopting a cautious approach to order acceptance to address price pressures. This diversification strategy drives Airmate to seek new growth opportunities.

Finance · 06/18/2025

Chinese customs data reveals a 7.2% year-on-year increase in China's total exports for the first five months of this year. Integrated circuit exports have shown particularly strong performance and are expected to be the first commodity to exceed one trillion RMB in export value this year. China's foreign trade structure is undergoing rapid transformation, with high-tech products gradually replacing traditional consumer electronics as the main driving force behind exports.

Finance · 06/13/2025

The U.S. announced a 50% tariff on imported appliances, including refrigerators and washing machines, effective June 23rd. This affects eight major appliance categories. Businesses will need to adjust supply chains, reduce steel usage, or seek policy support. Consumers may face higher prices for imported appliances. In the long term, this could encourage domestic appliance manufacturers to improve their competitiveness. This move is a significant shift in U.S. trade policy, particularly concerning steel-intensive products and impacting international trade flows.

Finance · 08/13/2025

Airmate-KY achieved profitability in the second quarter, driven by the recovery of the Chinese market and increased sales of fan products. The company is actively expanding its product line, venturing into the heat dissipation component sector and positioning itself in the electronic component market. The stock price increase reflects market confidence. Its future development is worth paying attention to.

Finance · 06/30/2025

Sanyo Electric is actively promoting its urban renewal project in Taishan, which has been submitted to the New Taipei City Urban and Rural Development Bureau for review. The company is optimistic about the opportunities brought by the government's energy-saving policies. Their new series of air conditioners and refrigerators meet the Level 1 energy efficiency standards and are expected to benefit from energy-saving subsidies. In addition, the company is planning the development of the Gangshan Benzhou Industrial Park in Kaohsiung and is also planning land for a factory relocation in Sanxia, diversifying its development to enhance competitiveness.

Finance · 05/02/2025

Sanyo Electric's Q1 2025 financial report is strong, with after-tax net profit increasing by over 80% year-on-year to NT$32 million, and EPS of NT$0.12. This is attributed to strategies such as strengthening distribution channels and revitalizing land assets. The Taishan plant has been included in the urban renewal plan, which will bring considerable revenue in the future. Sanyo Electric will continue to cultivate its brand, expand its product line, and seek new investment opportunities.