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2025/11/10
Rare earths, refer to a group of elements that often occur together in nature, making their separation and refinement highly complex and costly. The term “rare” doesn't imply scarcity in the earth’s crust, but rather reflects the difficulty in extraction, purification, and the high production costs involved. This article provides an in-depth overview of what rare earths are, global supply and demand dynamics, and the overall structure of the rare earth industry chain. The rare earth sector holds a strategically critical position in the global economy. Currently, China dominates both in reserves and production capacity, giving it significant leverage in the global supply chain.
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# Manufacturing Industry
# Editor's Pick
The U.S. Department of Energy’s Grid Deployment Office officially launched the “Speed to Power” initiative on September 18, 2025. The program aims to accelerate the development and construction of large-scale power generation and transmission infrastructure to help the United States maintain its leadership in the global AI race while meeting the rapidly growing demand for affordable and reliable electricity. This article provides a brief overview of the initiative’s background, followed by a detailed explanation of its objectives and current progress—including clearly defined financial and technical support measures, such as substantial budget allocations and interregional transmission projects. It also outlines future outlooks and potential risks.
# News
2025/10/2
As the global demand for decarbonization and energy security rises, the strategic importance of nuclear power has become increasingly prominent. SMRs—characterized by quicker construction timelines, flexibility, and enhanced safety—are now regarded as one of the most promising energy solutions for the United States in the future. This article outlines the technical background of Small Modular Reactors (SMRs), their potential applications, and the current and foreseeable risks. It also provides an overview of the companies involved at each stage of the SMR value chain—from upstream mining and midstream design and development, to downstream services and nuclear waste management.
# Stocks
2025/9/23
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.
# Investment Analysis
# Taiwan
2025/9/15
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.
2025/9/9
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.
2025/8/26
Delta Electronics (2308) has evolved from a traditional electronic component manufacturer into a key player in the power supply market in recent years . This article outlines Delta’s four major business segments, global footprint, core clients, key competitors, and its future outlook. Delta stands to benefit from rising power demand driven by AI data centers. The company’s co-developed "Panama power architecture" , and water-cooling thermal management solutions have seen growing shipment volumes. Overall, Delta’s performance in AI-related products looks promising.
# Fundamental Analysis
2025/8/22
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.
2025/7/14
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.
# Macroeconomics
# Consumption
2025/7/8
Tesla officially launched its Robotaxi pilot program on June 22, 2025 (U.S. time). The service is accessed through a proprietary mobile app, allowing riders to request rides based on their needs while offering a more personalized in-car experience. The pilot received generally positive feedback, with praise for its smooth rides and ability to respond to ambulances and detect traffic violations in real time.Despite showcasing multiple technical strengths, there were still several incidents involving system glitches and operational errors. This article also compares Tesla’s Robotaxi with competitors such as Waymo and Zoox in terms of commercialization progress. Unlike other players, Tesla has built an end-to-end autonomous driving system with high scalability, which supports faster deployment and significantly lowers per-vehicle costs.
# Central Bank
# Macroeconomic Data
