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Total 68 articles

Taiwan's Constitutional Crisis: The Political Storm Threatening the Global Chip Supply
PoliticsEN
Taiwan's Constitutional Crisis: The Political Storm Threatening the Global Chip Supply

Taiwan's political gridlock triggers a constitutional crisis, creating new risks for TSMC, the global semiconductor supply chain, and US-China relations.

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HK
Haneul Kim
China's Hainan Gambit: A New Economic Fortress Challenging Singapore and Hong Kong
EconomyEN
China's Hainan Gambit: A New Economic Fortress Challenging Singapore and Hong Kong

Hainan's new tariff-free zone is more than a trade hub. It's Beijing's strategic move to build a sanction-proof economic buffer. What does it mean for global supply chains?

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SP
Seoyeon Park
China's Tariff Gambit: Why Beijing's 'Goodwill' Is a Calculated Play for Economic Survival
EconomyEN
China's Tariff Gambit: Why Beijing's 'Goodwill' Is a Calculated Play for Economic Survival

China's tariff waivers aren't a sign of peace, but a strategic move to manage domestic economic pressure. An essential analysis for global investors.

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SP
Seoyeon Park
PRISM

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China's Antimony Crackdown: A Warning Shot in the Global Tech War
PoliticsEN
China's Antimony Crackdown: A Warning Shot in the Global Tech War

China convicts smugglers of critical mineral antimony. PRISM analyzes how this signals a new phase in the US-China tech war and the weaponization of supply chains.

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HK
Haneul Kim
India's Chip Strategy: Why Its 'Boring' Bet on Mature Nodes is a Geopolitical Masterstroke
TechEN
India's Chip Strategy: Why Its 'Boring' Bet on Mature Nodes is a Geopolitical Masterstroke

India's strategy to focus on mature semiconductor nodes is a shrewd geopolitical move to de-risk global supply chains, not just a bid to compete on tech.

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DH
Doyun Han
The Christmas Orange: A Forgotten Lesson in Supply Chains, Scarcity, and the Future of Value
ViralEN
The Christmas Orange: A Forgotten Lesson in Supply Chains, Scarcity, and the Future of Value

Why is there an orange in your Christmas stocking? The answer is a surprising lesson in technology, supply chains, and the commoditization of luxury goods.

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MC
Minho Choi
iRobot's Bankruptcy: What the Fire Sale to its Chinese Supplier Signals for Tech Investors
EconomyEN
iRobot's Bankruptcy: What the Fire Sale to its Chinese Supplier Signals for Tech Investors

iRobot's bankruptcy and sale to its Chinese supplier reveals critical lessons for investors on hardware commoditization, regulatory risk, and a new M&A playbook.

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SP
Seoyeon Park
PRISM

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From Texas to the Trenches: The Lawsuit Forcing Big Tech to Confront Its 'Blood Chip' Problem
TechEN
From Texas to the Trenches: The Lawsuit Forcing Big Tech to Confront Its 'Blood Chip' Problem

A Texas lawsuit accuses Intel, AMD, and TI of negligence as their chips power Russian weapons. This analysis breaks down the 'blood chip' crisis and its impact on tech investors.

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DH
Doyun Han
PRISM

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