Taiwan says 21 Chinese aircraft detected in second ‘combat’ patrol in a week IN FULL The Independent UK · May 26
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semiconductor Manufacturing Company, Taiwan has overtaken India as the… The Economic Times · May 26
Markets brace for a long conflict as investors reassess global equity risks: Andrew Freris West Asian tensions are creating market uncertainty. Investors face prolonged volatility for months or years. Some Asian markets like Singapore and Taiwan are outperforming the US. Investors should look beyond the S&P 500. AI investments need careful scrutiny. US bond yields are expected to remain elevated, impacting global capital flows. The Economic Times · May 26
Taiwan tracks second Chinese 'combat' patrol in a week Taiwan is on high alert after China's military stepped up its military presence around the island. AAP · May 26
The Trump-Xi Summit: Facts behind the noise Donald Trump's visit to Beijing yielded structural outcomes like new trade boards and regular leader meetings, restoring vital dialogue. However, the summit failed to significantly reduce the US trade deficit, with China's "90 Percent Model" remaining intact. A stark warning emerged regarding Taiwan, signaling potential conflict if mishandled. The Economic Times · May 26
Taiwan overtakes India as world's 5th largest stock market Taiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufacturing Co. The island's market capitalization reached $4.95 trillion. India's market value stands at $4.92 trillion. This development highlights the significant impact of artificial intelligence on global markets and… The Economic Times · May 26
A $10 Billion Reason to Buy AMD Stock Now AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom. Barchart · May 25
'Not fond of Indians': Taiwan candidate Lee Hung-Yi's billboard banning turbaned man, upside-down Indian flag sparks concern Taiwan anti-India billboard: A political candidate in Taiwan Lee Hung-Yi has ignited a social media firestorm with a billboard opposing Indian immigration and the flag. The controversial advertisement features a turbaned man and a 'no entry' sign. Indian residents in Taiwan have expressed feeling uncomfortable and offended by the display. The Economic Times · May 25
Taiwan detects 9 sorties of Chinese aircraft, 7 vessels, 1 ship Taiwan's defense ministry reported Chinese military activity near its waters. Nine Chinese aircraft and seven vessels were detected on Monday. Earlier, four aircraft and six vessels were observed. Some Chinese aircraft entered Taiwan's Air Defense Identification Zone. Taiwan's armed forces monitored and responded to the situation. China claims Taiwan as… The Economic Times · May 25
Chinese ship leaves after tense standoff near Taiwan-controlled islands A Chinese coast guard ship departed waters near Taiwan's Pratas Islands on Sunday after a tense verbal confrontation with Taiwan's Coast Guard over sovereignty. Taiwan's vessel broadcast messages urging the Chinese ship to return and strive for democracy. This incident follows increased Chinese military activity around Taiwan. The Economic Times · May 24
After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules. Tom’s Hardware · May 24
China accused of targeting Taiwanese religious followers amid fresh detentions China is facing renewed criticism after three Taiwanese followers of the religious movement I-Kuan Tao were reportedly detained in separate incidents earlier this month, according to Taiwan's semi-official cross-strait agency. The Economic Times · May 24
Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming? Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI boom is reshaping global markets. South Korea's Kospi and Taiwan's stock market have seen significant gains, surpassing established Western exchanges. This shift highlights a new global market… The Economic Times · May 24
Trump is doing a Ukraine on Taiwan. And it exposes a startling new level of US weakness ANALYSIS: Trump has suspended weapons sales to Taiwan in a move that again shows he favours potential enemies over allies, explains world affairs editor Sam Kiley The Independent UK · May 24
The Times of India · May 24 ‘No Indian workers’ billboards in Taiwan polls unsettle expats Billboards showing a turbaned man with a 'no entry' sign, put up by a candidate in upcoming local body elections in Taiwan, have unsettled the small but growing Indian community on the island - and drawn a sharp rebuke from one of the country's most senior officials.
The Times of India · May 24 Taiwan detects Chinese military aircraft, naval vessels near island for second straight day Taiwan's defense ministry reported Chinese military activity, with four aircraft and six naval vessels detected around the island. Three aircraft crossed the Taiwan Strait median line. This follows a day of heightened activity, with 16 aircraft and eight vessels observed, 13 of which crossed the median line. These incursions underscore…
International Business Times · May 23 Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions Nvidia's chief executive also underscored the importance of Taiwan's supply chain and said the company is ramping up production of its Vera Rubin AI platform.
The Economic Times · May 23 Taiwan says China deployed more than 100 vessels in regional waters China has deployed over 100 naval and coast guard vessels across regional waters. This comes as Taiwan's security officials express concern. US President Donald Trump's remarks on arms sales to Taiwan have caused unease. Taiwan is seeking to boost its defense spending, but a proposed plan faced parliamentary hurdles. Beijing…
The Economic Times · May 23 Japan trade minister holds brief talks with Chinese counterpart amid diplomatic row Japan's Trade Minister Ryosei Akazawa confirmed a brief, undisclosed conversation with China's Commerce Minister Wang Wentao before a dinner at APEC meetings. This marks the most senior Japanese official's engagement in China since a diplomatic dispute arose over comments regarding Taiwan, which led to Chinese retaliatory measures including rare earth…
The Economic Times · May 23 Taiwan detects 16 sorties of Chinese military aircraft, 8 vessels around itself Taiwan's defense ministry reported sixteen Chinese military aircraft and eight vessels near its waters. Thirteen aircraft crossed the median line into Taiwan's Air Defense Identification Zone. This follows a similar incident on Friday with six aircraft and ten vessels. The United States has stated it will address the 'Taiwan problem'.
The Economic Times · May 23 US arms sales to Taiwan unrelated to Iran war, source says Taiwan awaits a significant U.S. arms sale. A U.S. official suggested a pause due to munitions needs for an Iran conflict. However, a source states these sales take years and are separate from the Iran war. The U.S. military has ample supplies. The U.S. policy towards Taiwan remains unchanged. Taiwan's…
The Economic Times · May 23 No talks currently planned between Trump and Taiwan's Lai, sources say Donald Trump has repeatedly said he plans to speak with Lai Ching-te, but U.S. and Taiwanese officials have yet to make concrete arrangements for a call, according to sources familiar with the matter. A direct conversation between sitting U.S. and Taiwanese presidents would be unprecedented since Washington switched diplomatic recognition…
Bangkok Post · May 22 The US and China must learn to coexist The recent summit between Donald Trump and Xi Jinping in Beijing produced no major breakthroughs on tariffs, Taiwan, or ongoing geopolitical conflicts like the Iran war, prompting many observers to dismiss it as inconsequential. Yet its restrained and cordial tone suggested a new, more pragmatic approach that implicitly acknowledges the…
AAP · May 22 Taiwan's government says US hasn't notified it of any pause in a planned $14B arms sale Taiwan's government says it hasn't been notified of any pause in a planned $14 billion U.S. arms sale to the self-governing island
Bangkok Post · May 22 Taiwanese react to uncertainty over US arms sales TAIPEI - President Donald Trump’s suggestion that US arms sales to Taiwan could be a bargaining chip with China has set off alarms across the world, but in Taipei, people say the situation was beyond their control.