Decoding Asia’s Technology Power Shift
Strategic analysis on semiconductors, artificial intelligence, geopolitics, supply chains, and capital flows shaping Asia’s future.
Latest Insights
Nvidia Chip Export Loophole Raises Questions Ahead of Planned US-China AI Summit
A reported loophole may have allowed blacklisted Chinese server maker Aivres to move advanced Nvidia AI systems into Southeast Asia….
September 10, 2026
Flex’s EPC Power Deal Highlights a Strategic Shift in AI Power Infrastructure
Flex’s EPC Power deal suggests AI infrastructure is being revalued around power conversion, not just compute. The shift may create…
September 9, 2026
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