Latest posts
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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 new value in data centers and supply chains across Asia.
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Washington Signals a New Push for Critical Mineral Corridors Beyond China
Washington’s latest critical minerals hearing signals that upstream materials security is becoming part of US tech competition with China. For Asia, the shift could eventually reshape sourcing, costs, and geopolitical leverage across semiconductor, battery, and AI-linked industries.
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CBP’s Supply Chain Disclosure Proposal Raises New Questions for Asia-Linked Tech Importers
CBP’s proposal signals a possible shift from border-level customs checks to deeper supply chain identity disclosure. For Asia-linked technology importers, supplier visibility may become a market-access issue.
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Enovix’s South Korea Battery Expansion Adds a New Signal in U.S. Defense Supply Chains
Enovix says its South Korea-made drone and defense batteries are TAA-compliant, with in-house capacity set to double by mid-2027. The bigger signal is that compliance and trusted-country sourcing may be shaping where defense-adjacent technology gets made.
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Melexis Becomes a Direct Supplier to BYD, Highlighting a New Layer in EV Chip Procurement
BYD’s direct supplier agreement with Melexis may matter more for procurement strategy than immediate financial impact. The deal points to greater OEM visibility and control over critical EV semiconductor inputs.
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China’s Vehicle Export Surge Is Testing Global Car-Carrier Capacity
China’s EV export surge is meeting a less visible constraint: limited PCTC shipping capacity. That could affect delivery timing, export costs, and automaker expansion abroad.
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AI Infrastructure Demand Is Splitting Southeast Asia’s Growth Outlook
AI infrastructure demand is creating a sharper divide inside Southeast Asia, rewarding hardware-linked exporters while pressuring energy-importing economies.
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China EV Export Growth Tests Global Car-Carrier Capacity
China’s EV export boom is exposing a less visible constraint: specialized car-carrier capacity. As Asia sailings fill up, shipping is becoming a strategic bottleneck for export timing and market access.
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Vietnam’s Haiphong Free Trade Zone Signals a New Phase in Semiconductor Supply Chain Diversification
Haiphong’s new FTZ suggests Vietnam is trying to turn semiconductor supply-chain diversification into a formal industrial strategy, not just a spillover opportunity.
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AI-driven energy buildout raises cybersecurity and China-linked supply chain concerns
AI infrastructure risk may be shifting beyond semiconductors into the power systems that support large-scale compute. Digitally connected energy infrastructure can improve resilience while also expanding cyber and supply-chain exposure.