More: semiconductors
The ‘Silicon Drain’: When US Tech Sovereignty Erodes Taiwan’s Shield
Strategic planners in the Indo-Pacific region will likely face an unsettling week after the latest reports. The Trump administration is making its way through...
Global AI Boom Triggers New Memory-Chip Supply Chain Crisis
A worldwide shortage of memory chips is intensifying as artificial intelligence expansion collides with constrained semiconductor production. From Japan to China to Silicon Valley,...
Can the CHIPS Act Truly Cut America’s Reliance on Taiwan’s Semiconductor Industry?
In 2022, US President Joe Biden officially signed the CHIPS and Science Act, a form of protectionism for the domestic manufacturing industry and a...
Mexico’s Strategic Dilemma: The National Grid as the Silent Handbrake on AI and Semiconductors
Introduction: The Ambition at the Crossroads
Mexico currently faces an unparalleled economic juncture. Global geopolitical dynamics, driven by nearshoring and the imperative to diversify supply...
Critical Industries, Critical Risks in ASEAN Supply Chains
ASEAN is attempting to secure a foothold in the global semiconductor and electric-vehicle battery industries. Malaysia, Indonesia, and Thailand have each announced concrete industrial...
Trump Administration in Talks with Taiwan to Boost U.S. Semiconductor Workforce
The Trump administration is negotiating a trade deal with Taiwan aimed at increasing investment and training for U.S. workers in semiconductor manufacturing and advanced...
Nexperia Chip Freeze Exposes Auto Industry’s Hidden China Dependence
A single factory in Dongguan, China owned by Dutch chipmaker Nexperia but controlled by its Chinese parent Wingtech has become the latest bottleneck to...
Markets Soar on Nvidia Earnings as U.S. Jobs Report Adds Global Uncertainty
Global stock markets surged following Nvidia’s earnings, which exceeded Wall Street expectations and eased concerns about an AI-driven market bubble. The tech giant’s strong...
Trump Pauses Chip Tariff Push Amid China Trade Jitters
The Trump administration had long signaled that steep semiconductor tariffs roughly 100% were coming soon. These were framed as a major pillar of Trump’s...
AI Boom Under Pressure: Nvidia Earnings in Focus
Asian markets struggled on Wednesday as investor nerves over AI-driven tech valuations weighed on sentiment ahead of Nvidia’s earnings report. The Nasdaq fell 1.2%...