Latest posts
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TSMC’s Reported 98% CoWoS Yield Is a Key Signal for AI Packaging Capacity
TSMC’s reported 98% yield on certain AI-related CoWoS products suggests the real AI chokepoint may be shifting from wafer fabrication to advanced packaging.
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South Korea Widens Chip Strategy Beyond Samsung and SK Hynix With KRW5 Trillion Ecosystem Fund
South Korea’s reported 5 trillion won chip fund signals a strategic push beyond memory leadership. The bet is that design, packaging, and materials will define deeper AI-era semiconductor competitiveness.
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Why the SF Fed’s Supply-Side Risk Signal Matters for Global Technology Supply Chains
The SF Fed’s reported market signal suggests supply-side shocks may be moving closer to the center of risk pricing, with indirect but important implications for Asia’s technology supply chains.
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Global Chip Sales Reach $403.3 Billion in Q2 2026 as AI Infrastructure Drives Demand
Global chip sales reached 403.3 billion dollars in Q2 2026, with AI data center investment emerging as the main driver. The surge could reshape semiconductor demand and Asia’s manufacturing and supply-chain strategy.
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Intel’s Proposed $15 Billion Stock Offering Puts Capital Flows at the Center of the AI Chip Race
Intel’s proposed 15 billion dollar stock offering shows how semiconductor competition is increasingly being decided by access to capital, especially in advanced packaging and AI infrastructure. The key question is whether fresh funding turns into real execution.
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AI Emerges as a Strategic Driver of Asia Pacific M&A in 2026
AI is increasingly shaping M&A logic in Asia Pacific. The article points to a broader consolidation wave, while noting that deal-level details are still missing.
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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.
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When a Telecom Regulator Becomes a Trade Lever in US-China Tech Decoupling
The FCC’s reported restrictions on Chinese drones, routers, and data center components may signal a broader shift in US-China tech decoupling. The move could raise compliance pressure and fragment Asia’s critical infrastructure supply chains.
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China’s Embodied AI Funding Surge Puts Early Capital Behind Physical AI
Two reported 100 million dollar-plus rounds for DISCOVER Robotics and PokeBot suggest embodied AI is becoming a serious early capital target in China. The signal is strategic, but execution and scale remain unproven.
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Acrab’s US$130 Million Series B Highlights Singapore’s Edge AI Infrastructure Push
Acrab’s reported Series B is best read as a test of whether Southeast Asia can attract serious capital for integrated edge AI infrastructure, not yet as proof of commercial success.