Independent thinking for complex markets and current events
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this time it seems they have too much USD asset mismatch. …
NVIDIA has reportedly started to focus upon “custom chip” manufacturing, as the firm recruits several Taiwanese engineers to tap into the segment. NVIDIA Is Said To Implement ASIC Manufacturing With The New Taiwan R&D Center, Promoting Local Talent There’s always news around NVIDIA working upon the development of customized chips …
Chinese authorities have detained four employees of Taiwanese Apple supplier Foxconn under “quite strange” circumstances. Police in Zhengzhou city of Henan province held the factory workers on an offence equivalent to Taiwan’s “crime of breach of trust”, the island’s mainland affairs council said. The council confirmed all four employees were …
https://twitter.com/GlobalPressCorp/status/1793582473806569860 🚨 New video: “Dozens of warplanes, multiple destroyers & frigates of the PLA Eastern Theater Command are encircling the island of Taiwan & its outlying islands, conducting mock strikes in the ongoing Joint Sword-2024A exercise.” pic.twitter.com/uE919YigWL — Ian Ellis (@ianellisjones) May 23, 2024 https://twitter.com/GlobalPressCorp/status/1793566685754216576 China begins military drills around …