Latest posts
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Innoscience-Infineon dispute puts China’s courts at the center of the GaN competition
A reported Innoscience-Infineon patent clash at electronica Shanghai 2026 highlights a bigger issue in semiconductors. In China, legal venue and enforcement may increasingly shape market access in strategic categories like GaN.
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Subsea Cables and the AI Race: How the South China Sea Became Asia’s Digital Chokepoint
Subsea cables are becoming one of the most strategic layers of AI infrastructure in Asia. As Southeast Asia’s data center buildout accelerates, the cable networks running beneath the South China Sea are becoming even more critical to cloud synchronization, AI workloads, and real-time data traffic. This is not just telecom infrastructure. It is a geopolitical…