Latest posts
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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.
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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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Intel and ASML’s High NA EUV Milestone Carries Strategic Weight Beyond a Single Chip Program
Intel and ASML’s reported High NA EUV milestone suggests next-generation lithography is moving from technical promise toward operational deployment. The shift could affect foundry strategy, equipment demand, and capital allocation across Asia.
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Samsung and ASML Deepen Semiconductor Collaboration Around High NA EUV and Future DRAM
Samsung’s expanded ASML collaboration suggests next-generation lithography could move beyond logic and into future DRAM. The move points to tighter links between memory competitiveness, mask infrastructure, and frontier tooling, though timing and production impact remain unproven.
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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.
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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.
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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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Nvidia’s $3.5 Billion MediaTek Bet: Keeping Custom AI Silicon Close to NVLink
Nvidia’s MediaTek investment may be less about financing and more about keeping custom AI silicon inside its broader system architecture. The move highlights a shift toward control of interconnect and rack-scale AI infrastructure.
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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.