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 · 05/28/2025

Former US President Donald Trump warned Putin against “playing with fire,” hinting at potentially escalating sanctions against Russia. This article analyzes Trump's strategic intentions, assesses the impact of potential sanctions, and explores the future direction of US-Russia relations. It also examines the Kremlin's counter-measures and information warfare, urging all parties to exercise restraint, resolve disputes through dialogue, and avoid escalating the situation. The analysis emphasizes the delicate balance required to navigate the complexities of the Russia-Ukraine conflict and its impact on global stability.

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 · 06/09/2025

American economist Richard Wolff argues that the excessive pursuit of profit in US-style capitalism has led to a systemic crisis, and the trade war is a result of its structural contradictions. He believes China's mixed economic model demonstrates institutional advantages. Instead of externalizing the crisis, the United States should learn from China's experience of strategic leadership alongside market mechanisms and undertake systemic reforms. Wolff suggests that the US needs to address the root causes of its economic problems rather than engaging in protectionist trade policies.

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.

Finance · 07/04/2025

Coupang's low-price strategy to seize market share in Taiwan's e-commerce market has sparked dissatisfaction among brands, who believe it disrupts market order and damages brand value. Brands are actively seeking countermeasures, potentially triggering a new round of reshuffling in the e-commerce industry and reshaping the e-commerce ecosystem. Price wars are not a long-term solution; sustainable development for e-commerce platforms needs to be built on healthy business models and a fair competitive environment. This situation highlights the need for a more balanced approach to competition within the rapidly evolving e-commerce landscape.

Finance · 06/02/2025

The U.S. Treasury Secretary's assurance against debt default eased market concerns. This article analyzes two popular US Treasury ETFs: 00687B and 00933B, focusing on why 00933B has maintained a high dividend yield (annualized 6.6%) for eight consecutive months. It provides US Treasury investment strategy recommendations, emphasizing patience and buying on dips. The article also analyzes the Federal Reserve's (Fed) monetary policy trends, offering investors a valuable reference point for making informed decisions. Understanding the Fed's actions is crucial for navigating the US Treasury market.