Taiwan

Taiwan's leading DRAM maker Nanya Technology expects its capex to hit ~$6.2B in 2027, up 4x YoY, and reports unaudited Q2 revenue of ~$2.6B, up 684% YoY (www.reuters.com)
10 hours ago Taiwan

Beijing is testing who will stand by Taiwan (www.aspistrategist.org.au)
1 day ago China Taiwan

China-friendly KMT stunts Taiwan's attempt to grow into a fully formed hedgehog (www.aspistrategist.org.au)
3 days ago China Taiwan

More salami-slicing: now China mounts coast guard patrols east of Taiwan (www.aspistrategist.org.au)
3 days ago China Taiwan

Comfortable in a truce with the US, China pushes Taiwan harder (www.aspistrategist.org.au)
3 days ago China Taiwan

US diplomat wants to turn Taiwan into ‘hornet's nest of drones' (www.rt.com)
7 days ago Taiwan Drone

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
9 days ago China Taiwan Nvidia

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
10 days ago China Taiwan Nvidia

In a Taiwan war, forces would need Darwin for medical support. We're not preparing it (www.aspistrategist.org.au)
11 days ago Taiwan

A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US (www.nytimes.com)
13 days ago Taiwan

How Taiwan's Hsinchu Science Park, home to TSMC, became its wealthiest hub; one neighborhood reported 2023 average household incomes of $146K, 5x the average (www.nytimes.com)
16 days ago Taiwan

The Netherlands joins the US-led Pax Silica initiative alongside South Korea and Japan to coordinate AI supply chains; Taiwan endorses it as a non-signatory (www.reuters.com)
17 days ago Japan Korea Taiwan AI Netherlands

Analysis: Taiwanese car display chip maker Himax, which makes driver integrated circuits for Ferrari, VW, and others, nets its founders a $1B combined net worth (www.bloomberg.com)
18 days ago Taiwan

How success of AI-related companies in South Korea, Taiwan, and Japan is driving stock gains, bigger bonuses, and a retail investing frenzy in Asian markets (www.wsj.com)
20 days ago Japan Korea Taiwan Retail AI

South Korean and Taiwanese tech companies that helped build China's hardware sector during the smartphone boom now reap the AI boom as US curbs sideline China (www.nytimes.com)
22 days ago China Korea Taiwan AI

Taiwan test-fires US-supplied missiles towards China (www.rt.com)
30 days ago China Taiwan

Sources: Taiwan considers restricting AI chip sales to all Chinese customers, rather than only blacklisted entities like Huawei, to align with US measures (www.bloomberg.com)
2026-6-9 China Taiwan AI

Taiwan Strikes Deal to Restore Chip Manufacturing to Arizona (www.heritage.org)
2026-6-9 Taiwan Manufacturing

China launches ‘special maritime operation' off Taiwan (www.rt.com)
2026-6-8 China Taiwan

Taiwan and South Korea's stock market capitalizations overtake India's as global investors favor markets with companies positioned to benefit from the AI boom (www.ft.com)
2026-6-4 Korea India Taiwan AI

The seabed is becoming a battlefield. Taiwan has field notes (www.aspistrategist.org.au)
2026-6-4 Taiwan

Grab says it commits to “Taiwan's data security and public trust”, after reports of Grab's collaborations with China's Huawei and Alibaba sparked concerns (asia.nikkei.com)
2026-6-1 China Taiwan Alibaba

TSMC's rally in Taiwan has outpaced its US-listed shares this year, narrowing its ADR premium to 13.7%, a two-year low, driven by local investor optimism (www.bloomberg.com)
2026-6-1 Taiwan

Keep Taiwan's Seat at the Pacific Table (www.heritage.org)
2026-6-1 Taiwan

Taiwan Strikes Deal to Restore Chip Manufacturing to Arizona (www.heritage.org)
2026-5-31 Taiwan Manufacturing

America Needs Taiwan To Win the Semiconductor Race (www.heritage.org)
2026-5-29 U.S. Taiwan

How To Keep Taiwan Secure and Prosperous (www.heritage.org)
2026-5-29 Taiwan

Taiwanese tech companies have completed a record $14.5B of debt deals so far this year, as they race to secure financing to meet soaring demand for AI capacity (www.bloomberg.com)
2026-5-28 Taiwan AI

Nvidia To Spend $150 Billion a Year In Taiwan (slashdot.org)
2026-5-28 Taiwan Nvidia

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
2026-5-27 Taiwan Nvidia

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