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18.04.26 - 03:27
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Xi Jinping Refocuses On Taiwan With Renewed Political Outreach (ZeroHedge)
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Xi Jinping Refocuses On Taiwan With Renewed Political Outreach
China hosted a high-profile meeting between Xi Jinping and a senior Taiwanese opposition figure from the Kuomintang (KMT), marking a notable resumption of party-to-party engagement after years of limited direct contact, according to Nikkei Asia.
The meeting was tightly choreographed, featuring an extended handshake, formal seating arrangements, and controlled media coverage. These elements were designed to convey parity and legitimacy, signaling that Beijing views engagement with Taiwan's opposition as politically substantive.
The KMT has historically supported closer economic and political ties with mainland China under the framework of the “1992 Consensus,” which Beijing interprets as acknowledgment of “one China.” This has allowed the party to maintain communication channels with Chinese officials even when official cross-strait dialogue has broken down.
By contrast, Beijing has suspended most formal contact with Taiwan...
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16.04.26 - 20:57
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies (ZeroHedge)
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies
Taiwanese chip giant, Taiwan Semiconductor Manfuacturing Co, said Thursday its net profit surged to a fresh record in the first quarter, fueled by the global artificial intelligence race despite the war in the Middle East. Massive demand for AI hardware means business is booming for TSMC -- the biggest contract maker of microchips used in everything from Apple phones to Nvidia processors.
TSMC's net profit for the first three months of the year jumped 58.3% YoY to NT$572.5 billion ($18 billion), beating analyst estimates of NT$540.20 billion as governments and tech giants continue to pour huge sums into building data centers that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. A weaker Taiwanese dollar had also boosted the firm's revenues from overseas sales: the company said net revenue rose 35.1% YoY to a record NT$1.13 trillion. Gross margin was 66.2% in the fir...
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16.04.26 - 07:48
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Börse in Taiwan übertrifft Londoner Börse an Marktwert (DPA-AFX)
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TAIPEH (dpa-AFX) - Taiwans Aktienbörse hat am Donnerstag erneut zugelegt und an Marktwert erstmals die Londoner Börse hinter sich gelassen. Die gesamte Kapitalisierung aller an der Taiwan Stock Exchange gelisteten Unternehmen übertraf per Mittwoch mit ......
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13.04.26 - 18:30
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Taiwan Helium Imports Rapidly Shift From Qatar To U.S. As Global Energy Flows Are Rewired (ZeroHedge)
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Taiwan Helium Imports Rapidly Shift From Qatar To U.S. As Global Energy Flows Are Rewired
We've been tracking the global rewiring of energy flows from the start, including identifying who stands to emerge as the net beneficiary of the U.S.-Iran conflict and the resulting disruption across the Gulf theater. Early in the conflict, we cited energy research firm Criterion, which noted that Qatar had been dethroned as the "LNG king" as the U.S. seized the throne, reshaping the future of global gas markets.
None of this should come as a surprise. Eurasian energy flows have been rewired over the last four years, first by the Russia-Ukraine war and now by the U.S.-Iran conflict. Nord Stream was an early turning point in that structural shift, and the latest Gulf disruptions have only accelerated it.
What had been obvious to energy analysts for weeks finally broke into the mainstream over the weekend, with even Fox News plastering charts showing the U.S. has become the world's emergency gas...
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