Decoding Asia’s Technology Power Shift
Strategic analysis on semiconductors, artificial intelligence, geopolitics, supply chains, and capital flows shaping Asia’s future.
Latest Insights
IC Substrate Bottleneck: Unimicron’s Warning Points to a Structural Constraint on AI Infrastructure Growth
Unimicron’s warning suggests the next AI bottleneck may come from IC substrates and packaging materials, not just chip fabrication capacity.
October 25, 2026
China’s Proposed AI Export Controls Reach Beyond Chips to Design IP and Compute Infrastructure
China’s proposed export control framework may signal a shift from physical chips to the broader AI compute stack. The strategic…
October 24, 2026
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