Latest posts
-
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. The bigger strategic issue is whether US export controls are stronger on paper than in practice.
-
China’s Revised Mobilization Law Sharpens Dual-Use Risk for AI and Drone Firms
China’s revised mobilization law appears to give Beijing a clearer legal path to redirect commercial AI and drone assets in a crisis. The strategic issue is not immediate seizure, but a more formal link between dual-use tech and state security priorities.
-
Egypt Becomes a Proving Ground for the US-China AI Infrastructure Rivalry
Egypt’s AI data-center contest is becoming more than a vendor decision. A Huawei bid and a US-backed Nvidia-Microsoft counteroffer show how infrastructure choices can shape long-term ecosystem dependence.
-
Washington’s Dual-Track Drone Policy: Easier Exports, Higher Import Barriers
Washington is pairing export liberalization with import restrictions to reshape the drone market. The move signals drones are being treated as strategic technology with major supply-chain implications for Asia.
-
Huawei-HP Wi-Fi Patent Deal Highlights Enduring US-China Standards Interdependence
Huawei and HP’s Wi-Fi patent deal shows that standards-based IP can preserve commercial interdependence even as geopolitical pressure fragments products and supply chains. The bigger signal is that decoupling may be hardest at the standards layer.
-
Washington Names Korea’s Honam Mega-Cluster, Raising Pressure on Samsung and SK Hynix
Washington reportedly named South Korea’s Honam chip cluster in investment talks, signaling a shift from coordination to competition over memory fab capital. For Samsung and SK Hynix, fab location is becoming a geopolitical choice tied to AI infrastructure and supply-chain strategy.
-
India and Japan Move Toward Defense-Industrial Co-Development
India and Japan’s reported UNICORN project matters less for its scale than for the shift it may signal: from defense dialogue to practical co-development. If sustained, it could deepen technology sharing, engineering links, and defense supply chains.
-
U.S. Customs Crackdown on Transshipment Raises Compliance Pressure for Asia’s Tech Supply Chains
U.S. customs pressure on transshipment may matter less as a tariff headline than as a test of whether Asia’s tech supply chains can prove origin and transaction substance. The shift could favor real value-added production with stronger documentation.
-
Access Without Guarantee: Pax Silica and the Limits of America’s AI Alliance System
India’s AI challenge is less about joining a US-led technology framework than whether that access can be trusted to last. The strategic response is likely a dual-track model combining alliance participation with domestic AI and semiconductor capacity.
-
Why Banning Chinese Open-Source AI Models May Undermine, Not Protect, US AI Leadership
CEPA argues that banning Chinese open-weight AI models may do less to slow China than to weaken US competitiveness. The bigger strategic contest is shifting toward compute, infrastructure, talent, and ecosystem strength.