semiconductors
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The New Iron Curtains of AI: How US and Chinese Rulebooks Are Rewiring Power
AI policy has become industrial policy, export control, and alliance management at once. Since 2020, Washington and Beijing have converged on a blunt insight: whoever writes the rules for models, chips, and data flows sets the pecking order. Both are building regulatory perimeters that do more than “keep us safe.”…
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China’s Semiconductor Investment Defies Economics—But Makes Perfect Strategic Sense
In 2024, China launched the third instalment of its National Integrated Circuit Industry Investment Fund, a $48 billion investment vehicle to turbocharge the nation’s semiconductor industry, even as it continues to lag behind industry leaders. The country has decided to double down on what appears to be an economically irrational…
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Persian Gulf’s AI-ization: Playing Both Sides in a Bipolar Tech World
Guest Article by Mostafa Bushehri Caught between Silicon Valley and Shenzhen, the Gulf is betting its oil fortune on becoming the world’s next AI super-node. “We are in the age of a huge industrial revolution that will change the rules of politics, economics, and societies,” declared Arab League Secretary-General Ahmad…
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The Tariff War Will Cost Malaysia More Than Trade
US tariffs threaten the Malaysian economy beyond the simple reduction of trade, placing the crucial solar panel and semiconductor industries on a careful balance. Western and Chinese firms comprise a significant amount of Malaysia’s production capacity in these sectors, but the tariffs are pressuring many to leave. To maintain its…
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How China’s AI Development Remains Resilient Despite Escalating US Chip Export Restrictions
The US is intensifying its restrictions on China’s access to advanced semiconductors, exemplified by the recent ban on chips like Nvidia’s H20, marking a significant escalation in a sustained campaign to curb China’s AI and semiconductor advancements. While these export controls impede China’s technological progress, they are unlikely to halt…
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