Semiconductors
The Illusion of Tech Solidarity: Why the Transatlantic Alliance Cannot Hold
The U.S. strategy in its intensifying technological competition with China has evolved into a sophisticated exercise in tactical diversification. From unilateral sanctions to the...
ChangXin Memory and the Rise of China’s Semiconductor Ecosystem
ChangXin Memory Technologies’ move toward a Shanghai STAR Market listing is more than a corporate financing story. It is a window into the changing...
Can Europe Achieve Tech Sovereignty Without Big Tech?
The European Union has unveiled a technology sovereignty package aimed at strengthening domestic technology companies and reducing dependence on major U.S. technology firms. The...
Huawei Challenges United States Chip Restrictions With New Semiconductor Strategy
Chinese technology giant Huawei has introduced a new semiconductor design strategy that could reshape the global chip race amid continuing United States sanctions on...
The Power of the AI Chip: The Techno-statecraft Approach in the US-China Great Power Rivalry
The recent H200 chip export authorisation marks a new form of power signalling in the technopolitics sphere. Advanced AI chips are the newest weapons...
TSMC Rides AI Supercycle to Record Profits as Global Chip Race Accelerates
Taiwan Semiconductor Manufacturing Company has delivered a blockbuster start to 2026, underscoring the strength of the global artificial intelligence boom. As the world’s leading...
Can Chip Champion ASML Shatter Its Own Limits—Or Has It Reached Them?
ASML's recent financial results have boosted its status as Europe's most valuable company, although concerns about its ability to fulfill record orders have caused...
U.S. Greenlights Nvidia AI Chip Exports to China in Major Policy Shift
The Trump administration has formally approved the export of Nvidia’s H200 artificial intelligence chips to China, marking a significant shift in U.S. technology export...
China Financials Weigh on Blue-Chips, Tech and AI Offer Bright Spots
China’s blue-chip stocks fell on Thursday as investors booked profits in financial shares, while Hong Kong equities declined following overnight weakness on Wall Street....
Asia’s AI Ambitions: Progress Without Control
Across Asia, governments are pouring billions into artificial intelligence, viewing technological advancement as a path to strategic autonomy and economic resilience. Yet, with massive...