Taiwan’s “AI New Ten Major Constructions”: Building a Silicon Photonics Hub in Kaohsiung
Spot The Taiwanese government has launched a new national initiative called “AI New Ten Major Constructions.” Its main…
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AI Semiconductor Supply Chain at a Crossroads: How the U.S.–China Trade War 2.0 Redefines Global Manufacturing
Spot: Washington is broadening export restrictions from hardware to software, while Beijing is countering with licensing regimes and…
Read MoreChina Tightens Grip on Battery Exports — Full-Chain Control Arrives
The Bottom Line Spot: Beijing has introduced a sweeping export-licensing system for lithium-ion batteries, their materials, manufacturing equipment,…
Read MoreU.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 MoreAsia’s AI Data Center Race: Market Snapshots from Korea, China, and Japan
Asia is experiencing a dramatic transformation in AI data center development, with South Korea, China, and Japan each…
Read MoreThe Stargate Expansion and Its Strategic Ripples
A Nationwide Infrastructure Push OpenAI, together with Oracle and SoftBank, has announced a sweeping expansion of its Stargate…
Read MoreSouth Korea’s New AI Strategic Policy Review
In an era where the world is striving to advance through AI, what should we be thinking about?…
Read MoreAI-Driven Autonomous Vehicles Markets 2025-2031
Executive Summary The AI-driven autonomous vehicle (AV) market is at a pivotal moment, driven by advancements in AI,…
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