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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.
# Stocks
# Investment Analysis
# USA
# Taiwan
# China
# Manufacturing Industry
2025/9/15
Apple held its 2025 Fall Product Launch on September 10, themed “Awe Dropping,” unveiling the iPhone 17 series, Apple Watch 10, and AirPods Pro 3. This article covers key updates across the lineup, including the iPhone 17 series’ A19 chip and camera upgrades, continued enhancements to health tracking on Apple Watch, and new features such as real-time translation on AirPods. While hardware improvements were significant, the absence of major updates on the software or services front led to a muted market response.
2025/9/9
As global demand for computing power surges, silicon photonics technology has emerged in response. Among its applications, Co-Packaged Optics (CPO) stands out as one of the most prominent extensions. This article provides an in-depth overview of the advantages of CPO and its critical components, including the silicon photonic engine, external lasers, fiber arrays, polarization-maintaining fibers, and MPO connectors. It also introduces several key companies involved in the field and outlines the major anticipated applications of CPO in the future.
# Editor's Pick
2025/9/2
Section 232 of the United States Trade Expansion Act of 1962 grants the President the authority to impose tariffs or implement import restrictions on specific goods if they are determined to pose a threat to national security following an official investigation. Since the second term of President Trump, several investigations have been initiated across various product categories. To date, punitive tariffs have been imposed on three major categories: steel and aluminum, automobiles and auto parts, and copper. The article also offers a more detailed industry-by-industry analysis, exploring the potential future impact of the relevant trade measures.
# Investment
# Taxation
# News
2025/8/22
As artificial intelligence continues to emerge as a global development trend, the U.S. government officially announced in 2025 the launch of the “Stargate” AI infrastructure initiative, jointly led by OpenAI and SoftBank. This article outlines the project’s short-, mid-, and long-term objectives, introduces the key participating partners, compares AI development strategies across major countries, and concludes with an analysis of potential opportunities for Taiwanese companies. The Stargate initiative carries significant strategic and industrial implications. If its core stakeholders can resolve internal conflicts and effectively execute capital and resource allocation, the project has the potential to become a benchmark for global AI infrastructure advancement.
2025/7/22
SPAC (Special Purpose Acquisition Company) surged in popularity after the COVID-19 pandemic in 2020, offering an alternative path to traditional IPOs for companies—especially startups—seeking rapid access to capital markets. Unlike traditional IPOs, SPACs are created without any operating business, with the sole purpose of acquiring a promising private company in the future. This article explains how SPACs operate, outlines the policy shifts from the Biden administration to the current Trump administration, and presents one successful and one failed case to provide deeper insight into the opportunities and risks of SPACs.
# Fundamental Analysis
Sea Limited (NYSE: SE), headquartered in Singapore, operates across three core business segments: Shopee, its fast-growing e-commerce platform actively expanding into emerging global markets; Monee, a fintech platform that has evolved from a digital wallet into a full-scale payment and lending ecosystem; and Garena, its digital entertainment arm known for consistently releasing popular games. This article provides an in-depth overview of the company’s current revenue landscape and explores its future outlook along with potential competitive threats.
# Southeast Asia
# South America
2025/7/14
The recently passed "One Big Beautiful Bill Act” is considered the signature legislative achievement of Donald Trump’s second term. This comprehensive bill integrates tax reform, national defense, border security, social welfare, and energy policy. Key provisions include: extending and expanding TCJA-related tax cuts and investment incentives, significantly increasing defense and border security spending, cutting back on welfare programs such as Medicaid and food assistance, and shifting energy and environmental policy to support fossil fuel development. The bill is projected to boost U.S. real GDP growth to 0.9% in 2026, though its tax cuts and subsidy reductions are expected to intensify social divisions across the country.
# Macroeconomics
# Consumption
2025/7/8
After the United States passed the stablecoin legislation (Genius Act), other countries have also started advancing their own stablecoin-related regulations. Stablecoins are cryptocurrencies pegged to other assets. This article outlines the four main types of stablecoins: fiat-backed, crypto-backed, algorithmic, and commodity-backed. It also highlights the two leading stablecoins, USDT and USDC. Lastly, the article analyzes how major payment institutions—such as Visa, Mastercard, and PayPal—are responding to the adoption of stablecoins in real-world applications.
Tesla officially launched its Robotaxi pilot program on June 22, 2025 (U.S. time). The service is accessed through a proprietary mobile app, allowing riders to request rides based on their needs while offering a more personalized in-car experience. The pilot received generally positive feedback, with praise for its smooth rides and ability to respond to ambulances and detect traffic violations in real time.Despite showcasing multiple technical strengths, there were still several incidents involving system glitches and operational errors. This article also compares Tesla’s Robotaxi with competitors such as Waymo and Zoox in terms of commercialization progress. Unlike other players, Tesla has built an end-to-end autonomous driving system with high scalability, which supports faster deployment and significantly lowers per-vehicle costs.
# North America
# Central Bank
# Federal Reserve
# Monetary Policy
