- News
What is the Big and Beautiful Act? What impact does it have?
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.
- Industry
Introduction to the Silicon Photonics Industry & What Is CPO
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.
- Industry
What is the Stargate Project? What are the challenges? Which Taiwanese concept stocks might be involved?
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.
- News
What is the Big and Beautiful Act? What impact does it have?
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.
- Industry
Introduction to the Silicon Photonics Industry & What Is CPO
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.
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- Industry
2025/9/23
APPLE Product Update: Opportunities for Taiwanese Suppliers
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.
- News
2025/9/15
Apple Events 2025: New Product Highlights
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.
- News
2025/9/15
fiisual Biweekly Oil Report: OPEC Maintains Pragmatic Output Control; Gasoline Demand Holds, Industrial Weakness Persists
Over the past two weeks, international crude prices were swayed by OPEC+’s modest output hike, geopolitical conflicts, and monthly reports from key agencies. While the three agencies diverged in their supply and demand forecasts, all highlighted that supply pressures remain a major concern. Spot market data shows gasoline demand holding firm, but industrial momentum weakening. In the short run, prices remain hostage to geopolitical risks, with no clear directional trend.
- Stock
2025/9/11
Introduction to a Popular 13F Institution: ARK Invest
Founded in 2014 by Catherine D. Wood, ARK Invest is a U.S.-based asset management firm and one of the few companies in the ETF space that adopts an actively managed strategy. ARK is well known for its distinctive investment approach, focusing on disruptive innovation and emphasizing “transformational technologies.” This article provides a brief overview of the firm’s origins, highlighting its strong performance during the pandemic and offering an update on its current portfolio positioning post-pandemic. It also introduces several of ARK’s thematic ETFs, offering a simple comparison of their respective investment focuses.
- Industry
2025/9/9
Introduction to the Silicon Photonics Industry & What Is CPO
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.
