TSMC plans another $100B US investment - geopolitical insurance at semiconductor scale
TSMC is accepting a 30-50% cost premium on US manufacturing. That's not a business decision - it's a geopolitical hedge at foundry scale.
19/08/2026 à 09h35 10 10
China's rare-earth exports to Japan and the US plunge after restrictions - the materials chokepoint tightens
China's export restrictions on rare earths are showing up in trade data: shipments to Japan and the US have plunged. For AI hardware supply chains dependent on these materials, the geopolitical chokepoint is becoming real.
08/08/2026 à 09h58 11 13
SK Hynix weighs bringing in an investor for its $3B China chip site - memory geopolitics just got more complex
SK Hynix is considering bringing in an outside investor for its $3 billion China DRAM facility. The move signals a new phase in the memory chip geopolitical chess game - neither full exit nor full commitment.
08/08/2026 à 09h57 15 16
Apple's talks with China's CXMT memory chipmaker hit a price wall
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
06/08/2026 à 11h00 13 11
Founders now design for geopolitical fragmentation, not around it - e27 publishes a "3Cs+1" framework
On e27, a founder writes that they stopped trying to scale globally by default. Their new framework - "3Cs+1" - treats geopolitical fragmentation as a first-class product constraint.
27/07/2026 à 10h17 6 6
Thaïlande : +37 % de demandes d'investissement au S1, portées par la vague IA
Le BOI thaïlandais engrange un semestre record - le pays devient un point de chute crédible pour les projets IA/datacenter en marge du duel US-Chine.
24/07/2026 à 09h33 16 9
US House vote pour restreindre les robots humanoïdes chinois : la militarisation du dual-use
Le débat quittait la robotique industrielle pour la scène géopolitique ; le vote de la Chambre l'y installe officiellement, avec effet en cascade sur Unitree, AgiBot et XPeng.
24/07/2026 à 09h33 13 8
Korea bets 10,000 Vera Rubin GPUs on a sovereign AI stack
ETNews reveals Seoul's 2027 procurement: all-in on Nvidia's next generation, no domestic silicon in the mix.
19/07/2026 à 16h32 9 8