Latest posts
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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.
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TSMC’s Construction Surge Shows the Physical Limits of Scaling AI Chip Capacity
TSMC is building 25 fabrication and packaging facilities, yet it reportedly still cannot keep up with AI demand. The story points to construction labor and execution as the next constraint on semiconductor capacity.
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US and EU Diverge on AI Regulation at G20 Innovation Meeting
The reported US-EU clash over AI regulation could drive a more fragmented global deployment model for AI companies. For Asia, the key implication is how regional governments shape their own rulebooks.
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Beyond TSMC, Taiwan Firms Signal Broader US Investment Push on AI Demand
Taiwanese firms beyond TSMC are reportedly planning about 20 billion dollars more in United States investment tied to AI and semiconductor demand. If confirmed, it could point to a wider Taiwanese supply-chain capital shift into the United States.
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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.
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TSMC Executive Signals AI’s Next Phase in Integrated Computing Systems
TSMC’s AI message points to a shift from chip performance to system integration. That raises the importance of packaging, memory, interconnect, and coordination across Asia’s supply chain.
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TSMC’s Taichung 1.4nm Fab Moves Ahead of Schedule, Reinforcing Taiwan’s Advanced-Node Lead
TSMC’s Taichung 1.4nm fab is moving ahead of schedule, reinforcing Taiwan’s role as the core base for next-generation chip capacity. The timeline supports confidence in future AI chip supply, but equipment, yields, and customer qualification remain the real tests.