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2026/3/12
The Regional Comprehensive Economic Partnership (RCEP) is a regional integration framework led by ASEAN and is currently the largest free trade agreement in the world in terms of economic scale and population coverage. This article briefly introduces the member composition of RCEP and outlines its core framework, which covers areas such as trade in goods, trade in services and investment, and e-commerce. It also discusses the potential future developments of RCEP and the possible future impact on Taiwan.
# Taiwan
# China
# Japan
# Southeast Asia
# India
2025/12/30
Since 2019, TikTok has drawn heightened scrutiny from the U.S. government over its alleged deletion or suppression of content related to politically sensitive topics in China. During President Trump’s first term, TikTok was officially labeled a national security concern. Although its current advertising revenue still significantly lags behind that of Meta, TikTok’s younger user base, higher engagement, and longer average usage time have created real competitive pressure on incumbent platforms like those under Meta. This article outlines the full timeline of U.S. actions against TikTok, and details the current agreement, which involves a dual-entity operational structure and licensed use of its recommendation algorithm.
# USA
# News
2025/12/1
CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) is one of the most significant regional trade agreements in the Asia-Pacific region, currently encompassing 12 major member countries and accounting for approximately 13% of global GDP. This article provides a brief overview of CPTPP’s development history, core provisions, and its distinctions from RCEP. It also explains why Taiwan has actively sought to join in recent years. However, Taiwan faces several challenges in the application process, including political pressure from China, meeting the agreement’s high standards, and achieving consensus among existing member states. These factors will significantly impact Taiwan’s prospects for successfully joining CPTPP.
# Macroeconomics
# Manufacturing Industry
2025/11/10
Rare earths, refer to a group of elements that often occur together in nature, making their separation and refinement highly complex and costly. The term “rare” doesn't imply scarcity in the earth’s crust, but rather reflects the difficulty in extraction, purification, and the high production costs involved. This article provides an in-depth overview of what rare earths are, global supply and demand dynamics, and the overall structure of the rare earth industry chain. The rare earth sector holds a strategically critical position in the global economy. Currently, China dominates both in reserves and production capacity, giving it significant leverage in the global supply chain.
# Editor's Pick
2025/11/4
In early November, U.S. President Trump embarked on an Asia tour, visiting several countries and achieving notable progress in both diplomacy and trade. This article outlines newly updated U.S. economic and trade policies with Malaysia, Japan, South Korea, and China. These include: strengthening cooperation with Malaysia; enhancing defense ties with Japan; deepening industrial cooperation with South Korea; and resuming trade with China, signaling a de-escalation of the U.S.-China trade war.
2025/10/16
Huwei’s Project Tiangong is a program aimed at incubating over 10,000 native atomic services along with multiple AI-related platforms and infrastructures, with the goal of building a comprehensive intelligent agent ecosystem. The article explores the development of the Harmony ecosystem, its integrated software-hardware systems, and its current applications.
# Stocks
2025/9/23
Apple has long maintained its leadership position in the global consumer electronics industry, driven not only by product innovation but also by a highly efficient and deeply integrated global supply chain. This article analyzes Apple’s supply chain strategy, highlighting a gradual shift from a China-centric model to a more globally diversified layout. Throughout this transition, Taiwan continues to play an indispensable role in critical segments such as semiconductor foundry, optical components, PCB, IC packaging and testing, and final product assembly—consistently supporting Apple’s technological edge and market competitiveness.
# Investment Analysis
2025/4/17
Since his second inauguration, U.S. President Donald Trump has rolled out a series of tariff measures. As of April 16, 2025, his administration has announced a 90-day suspension of the reciprocal tariff policy unveiled last week. However, negotiations with China remain inconclusive, with effective tariffs on certain Chinese imports now totaling up to 245%. The article outlines a comprehensive timeline of Trump’s tariff actions since reentering office, as well as the current international structure of U.S. trade policy. Despite some reversals, Trump’s overall tariff strategy can be broadly categorized into three main segments: North American trade partners, China, and other countries.
# Taxation
2025/3/4
In recent years, drone technology has developed rapidly, evolving from its original military use to being gradually integrated into daily life and industrial applications. Since drones do not require direct human operation, they are particularly suitable for areas such as fast transportation, surveillance and monitoring, and disaster relief. Market forecasts suggest that the drone industry will continue to grow in the coming years. With ongoing advancements in AI algorithms, drones are also expected to achieve greater capabilities in autonomous navigation and tracking. Taiwan's drone industry still faces several challenges, including a relatively small market size, limited brand influence, and intense international competition. However, Taiwan maintains a strong edge in semiconductors and electronics manufacturing, securing a solid position in key components, sensors, and image processing chips.
# Fundamental Analysis
2025/2/27
DeepSeek has attracted market attention with its low-cost, high-performance AI models. By leveraging technologies such as the MoE (Mixture of Experts) architecture, dynamic knowledge activation, long-text processing capabilities, and strong Chinese language proficiency, DeepSeek has significantly improved inference efficiency while reducing computational demands. Its innovative approaches not only challenge the dominance of American tech giants but also influence how the market evaluates the demand for AI hardware, sparking discussions around the high-end GPU market. In response to DeepSeek’s rising competition, companies like OpenAI are accelerating their strategic adjustments. The market continues to watch closely to see whether the rise of Chinese AI firms will reshape the global AI industry landscape.
# People's Bank of China
# Monetary Policy
# Macroeconomic Data
