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Posted on April 30, 2021

Taiwan’s Q1 GDP Grows Fastest in More Than a Decade

Revised GDP figures will be released later in May. Trade-dependent Taiwan has managed to keep the COVID-19 pandemic under control and avoid lockdowns, with life continuing more or …

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Posted on April 30, 2021

Taiwan Moves On Dodgy Chinese Companies Trying To Steal Tech IP

Like South Korean Companies, Samsung and LG the Government of Taiwan has moved to ban the employment of their skilled nationals in an effort to prevent the theft of technology in particular …

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Posted on April 30, 2021

Taiwan Dismisses EU Effort to Build Leading Edge Semiconductor Capacity

Talk of building leading-edge foundry capacity has accelerated in Europe, but Taiwan’s Economy Minister thinks the business case for such efforts is weak. “TSMC has said repeatedly that the most …

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Posted on April 28, 2021

Taiwan looks all set to thrive in a post-covid world

For our global fund, Taiwan has been an absolutely stellar performer in the past 10 months or so. And the reasons for our optimism about Taiwan are multifaceted, not in the least its exemplary …

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Posted on April 28, 2021

Taiwan minister plays down chances for chip production in EU

Taiwan Economy Minister Wang Mei-hua on Wednesday played down the prospect of Taiwan tech firms making advanced semiconductors in the European Union, noting industry leader TSMC has insisted it will …

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Posted on April 28, 2021

Is There a War Coming Between China and the U.S.?

The book is about how China and America go to war in 2034, beginning with a naval battle near Taiwan and with China acting in a tacit alliance with Iran and Russia. I’m not giving it all away to say …

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Posted on April 26, 2021

China-Australia Tensions Escalate as Beijing Warns They Must Recognize ‘Highly Sensitive’ Taiwan Issue

The warning comes after Australia’s defense minister said the possibility of a conflict involving China and Australia over Taiwan should not be discounted.

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Posted on April 25, 2021

Notes from central Taiwan: Why Taiwan should be concerned about “substate actors”

Longtime Taiwan-based political commentator J. Michael Cole pointed out this week in the Global Taiwan Brief that a real and serious threat to Taiwan is the potential that its current “gray zone” …

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Posted on April 25, 2021

Taiwan Semiconductor Manufacturing Co Stock Gives Every Indication Of Being Significantly Overvalued

The stock of Taiwan Semiconductor Manufacturing Co (TPE:2330, 30-year Financials) gives every indication of being significantly overvalued, according to GuruFocus Value calculation.

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Posted on April 25, 2021

Australia Defence Minister Says Conflict With China Over Taiwan ‘Should Not Be Discounted’

Conflict with China over Taiwan “should not be discounted,” but Australia will work with its allies in the region to try and maintain peace, Australian Defence Minister Peter Dutton said on Sunday. “I …

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