Decoding Asia’s Technology Power Shift
Strategic analysis on semiconductors, artificial intelligence, geopolitics, supply chains, and capital flows shaping Asia’s future.
Latest Insights
Vanguard’s Singapore Expansion Highlights AI’s Growing Pull on Mature-Node Chips
Vanguard International Semiconductor plans NT dollar 60 billion to NT dollar 70 billion in capex for a new 12-inch fab…
August 7, 2026
South Korea’s Semiconductor Export Surge Points to Persistent AI Infrastructure Demand
South Korea’s reported semiconductor export surge may signal that AI infrastructure demand is still pushing through the memory cycle’s usual…
August 7, 2026
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