US-China
Taiwan’s 1,400-Missile Gambit Bets on Deterrence Before Blockade
Taipei races to deploy world's densest coastal missile network as asymmetric answer to Chinese naval superiority—but semiconductor vulnerability leaves narrow window before economic coercion becomes viable alternative to invasion.
Huawei’s Chip Architecture Pivot Signals Permanent US-China Tech Decoupling
China's largest tech firm abandons traditional transistor scaling for alternative design principles, creating parallel semiconductor ecosystems that threaten US industry leverage.
Tariff Truce Masks Hemisphere Tensions
US-China pause buys time through November while Western hemisphere security architecture faces unprecedented strain from Cuba to the Arctic.
Summit Diplomacy Meets Supply Chain Reality
Trump and Xi formalize tariff truce as semiconductor dependencies, energy security, and AI infrastructure bottlenecks define a new era of strategic interdependence.
US Approves Nvidia H200 Chip Sales to China, But Beijing Blocks Imports
Commerce Department relaxes export controls on older-generation AI accelerators as China rejects shipments to protect domestic semiconductor industry.
Apple’s New CEO Inherits a $60 Billion China Exit Problem
John Ternus takes over in September facing memory costs up 70% and Trump's reshoring demands—a test case for whether Silicon Valley can voluntarily decouple.
US Turns Chip Export Controls Into Negotiating Lever as China Builds Domestic Capacity
Commerce Department shifts from blanket denials to annual licensing and enforcement actions, weaponizing foundry access while Chinese chipmakers scale to 50% market share.
Chinese Chipmakers Seize 48% of Domestic Market as Nvidia Share Collapses
US export controls accelerate $150 billion subsidy blitz that turned domestic alternatives from negligible to dominant in 18 months.
Seoul in Play: Anthropic Talks Signal How the AI Cold War Wires Allied Tech Ecosystems
South Korea's engagement with Anthropic marks more than expansion—it's the latest node in a strategic alignment reshaping how Western AI infrastructure gets embedded in economies that supply both chips and compute.
China Sets 4.5% Growth Target, Signals End of High-Growth Era
Beijing's lowest annual target since the 1990s reflects structural headwinds from demographic decline and industrial overcapacity, with global implications for commodity demand and tech decoupling.
Strait of Hormuz Closure Triggers Oil Shock as China Sets Lowest Growth Target on Record
Energy markets convulse while Beijing pivots to self-reliance, semiconductor supply chains fracture, and labour data turns negative for the first time since 2020.
Huawei Restrictions Endure as US-China Tech Decoupling Hardens
Existing federal bans remain firmly in place as the Chinese telecom giant posts record revenue despite years of American sanctions.