Taiwan

Geopolitics Markets

The Interceptor Gap: Years-Long Missile Shortage Exposes Allied Defense Vulnerability

Western stockpiles depleted by Ukraine and Iran conflicts face production bottlenecks that won't resolve until 2029—creating strategic exposure across three potential theaters.

8 min read ·
Geopolitics

Trump-Xi Summit Tests Superpower Balance as Tariff Pressures Ease

Upcoming talks arrive as Supreme Court ruling weakens US leverage while China's strategic chokepoints force Washington to recalibrate tech export controls.

9 min read ·
AI Technology

Foxconn’s AI Server Surge Exposes Critical Concentration Risk in Global Infrastructure Buildout

The world's largest electronics manufacturer posted record Q2 2025 profits on exploding AI server demand, but Taiwan's dominance in the $30 billion market raises supply chain and geopolitical concerns.

8 min read ·
Geopolitics

Japan Arms Island 110km From Taiwan in Historic Military Pivot

Type-03 air defense missiles headed to Yonaguni by 2031 as Tokyo abandons post-war restraint and locks in collective defense pact with Washington.

7 min read ·