#supply chain
Total 28 articles
The new US NDAA isn't just a defense bill; it's a strategic move to decouple key tech and biotech sectors from China. We analyze the global impact.
US chip policy whiplash is accelerating China's tech independence. For global leaders, this isn't just a risk—it's the new strategic reality of a fractured world.
US export controls on AI chips are a strategic shift to a full blockade. This analysis breaks down the market bifurcation and investment implications.
The EU's €100B Digital Sovereignty Fund marks a major geopolitical shift from regulation to investment, directly challenging US and Chinese tech dominance.
Taiwan's political gridlock triggers a constitutional crisis, creating new risks for TSMC, the global semiconductor supply chain, and US-China relations.
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?
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.
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.
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.
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.
The AI boom is causing a memory chip shortage, set to drive up smartphone prices by 6.9% in 2026. Our expert analysis explains why your next phone will cost more.
Luminar's bankruptcy is more than a startup failure. It's a harsh lesson on OEM dependency and the faltering economics of the autonomous vehicle dream. Here's why.