Huawei’s Great Compute Leap: How the Ascend Roadmap Signals China’s Race for AI Hardware Sovereignty
Key Takeaways Huawei Accelerates Computing Sovereignty — With the Ascend 950–970 roadmap and its new “SuperNode” architecture, Huawei…
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U.S. Chip Tariffs Reshape Global Supply Chains: What’s at Stake for Korea?
A recent signal from Washington has put Korean industry on edge. The US is reportedly considering a plan…
Read MoreFriend-shoring as a Strategic Imperative: Safeguarding AI, Semiconductors, and Mobility to 2030
Let’s start with the basic question: what exactly is friend-shoring? At its core, this is about redesigning supply…
Read MoreTaiwan Risk and America’s Semiconductor & Battery Strategy
Taiwan is the world’s key hub for advanced semiconductor production. Every major discussion in Washington begins from this…
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