(TSMC) holds a strategically important position as a gatekeeper in the global supply chain for high-performance logic semiconductors, a key strategic component for technological innovations including 5G telecom networks, artificial intelligence, the Internet of Things and autonomous vehicles.Why...
Taiwan is strategically critical for US security. Trump knew that if China took over Taiwan, Chinese troops could conduct naval and aerial blockades to choke off Japan, then use Taiwan’s military bases to attack Japan and the US interests. America would be pushed out of the Western Pacific....
ALLEN:Everybody is usually buying chips that are made in fabs [factories] that not long ago [were] making the most advanced chips. The used equipment from the most advanced factories is a critical enabler of the entire downstream industry. Taiwan is the absolute juggernaut in advanced chips, ...
Complementary comparative advantage has driven the growth of trade routes and value chains within Asia. The region’s trade is characterized by a handful of large trading corridors of products that are strategically important, complementary, and highly concentrated—the last leaving economies vulnerable ...
Through SIP, businesses like yours would be able to sell products from Malaysia to overseas markets such as Singapore, the Philippines, and Taiwan. Shopee is also targeting to expand to other markets such as Thailand, Vietnam, and Indonesia in the near future, allowing your business to expand...
While this never-ending competition has made the world richer and must continue, depending on a single manufacturer strategically located with its most advanced factories in Taiwan is a global risk. In semiconductors, process research and development and...
While China does not bully other countries strategically, it has not yet achieved national reunification. However, for its national unity and territorial integrity, China needs not only sufficient strategic deterrence, but also military capability to effectively curb Taiwan secessionist forces and foreign...
Another is a GEO-based synthetic aperture radar (SAR) imaging satellite, Ludi Tance-4, that can see through clouds and darkness. Paired with the optical resolution of Yaogan-41, China now potentially has persistent visual and radar surveillance over strategically important areas like the Indo-Pacif...
According to Conner, the best way to leverage this on-allocation cycle is for HDD firms to move away from operating as commodities and differentiate their offerings through innovation: “If HDD manufacturers strategically position themselves in today’s marketplace as absolutely essen...
The main danger is that the timid or beginning investor will enter the market at a time of extreme exuberance and then become disillusioned when paper losses occur. (Remember the late Barton Biggs’ observation:“A bull market is like sex. It feels best just before it ends.”) ...