The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities in Taiwan, China, and Vietnam, it is considering a fourth base in Southeast Asia due to tariffs introduced under former President Donald Trump. Thailand, Malaysia, Indonesia, and the Philippines are the leading contenders. Qisda is conducting preliminary evaluations and expects to make a decision within six months.

The global solar industry faces an impending “solar eclipse” in 2025 as oversupply worsens and demand shows signs of fatigue. Motech General Manager Cheng-Hsien Yeh likened the company to a “missile boat,” emphasizing agility over scale to navigate market turbulence.

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chipmaker, has drawn global attention with its massive US$165 billion investment to establish and expand factories in the US. This includes an additional US$100 billion recently announced, building on top of a prior US$65 billion commitment. The ambitious move has sparked a range of reactions from Taiwanese industry leaders and government officials, reflecting both optimism about TSMC’s global reach and reassurance that Taiwan remains the heart of its operations.

Alibaba Cloud debuted at the Mobile World Congress (MWC) and hosted a global summit during the event. Wei-guang Liu, SVP of Alibaba Cloud Intelligent Group, highlighted the rising trend of multi-cloud architecture due to the global expansion of public clouds. This trend is timely as AI and large language models are flourishing.