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02.09.26 - 11:36
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Sachsen buhlt auf Chip-Messe um Taiwans Firmen (DPA-AFX)
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TAIPEH (dpa-AFX) - Deutschland wirbt mit einer wachsenden Präsenz auf der wichtigen Halbleitermesse Semicon in Taiwan um mehr taiwanische Firmen. Die Chefrepräsentantin der deutschen Handelskammer in Taipeh, Eva Langerbeck, sprach von einer neuen Phase ......
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01.09.26 - 11:18
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Taiwan Fines Cathay SITE, Restricts Offshore Trust Offerings (Bloomberg)
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Cathay Securities Investment Trust, the asset-management arm of Taiwan's largest financial conglomerate, is barred from applying to launch offshore securities investment trust funds for one year, after a former director's outside role breached conflict-of-interest rules....
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31.08.26 - 14:54
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China′s Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street (ZeroHedge)
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China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street
One of our emerging investment themes (beyond nuclear, AI, and "Powering Up America") is the accelerating US-China decoupling, with a particular focus on companies with robust ex-China supply chains as Beijing increasingly weaponizes exports of strategic materials, including tungsten and germanium.
At the same time, the Trump administration's expanding sanctions campaign against Chinese entities linked to Iran is adding another friction point to an already deteriorating bilateral relationship. Looking toward 2027, one of the biggest geopolitical tail risks could be a Chinese blockade of Taiwan, which would severely disrupt global trade, semiconductor production, and critical supply chains.
The latest report from Taiwan's main English-language daily newspaper, the Taipei Times, shows that China deployed a record 244 coast guard, research, and other government vessels around the island.
The surge in Chines...
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