China
The latest on trade decisions, technology restrictions, military posture — none of it stays contained to China for long, and every neighbor’s strategy has to account for it.
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Jul- 2026 -9 JulyCapital
America’s rare earth billions are feeding Asia’s magnet factories
The US has committed $1.28 billion to build a domestic magnet supply chain, but MP Materials, Energy Fuels and Phoenix are exporting most output to Japan and South Korea because…
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7 JulyCapital
Samsung’s record profits couldn’t save its stock from an AI reckoning
The Kospi fell 1.8% on July 7 as Samsung and SK Hynix each dropped 8.7%, signaling that good earnings no longer justify elevated valuations in the semiconductor supply chain.
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7 JulyTech & AI
A US chipmaker just moved supply chains out of China. Malaysia’s grid can’t keep up.
Vertiv opened a 236,000 sq ft factory in Johor on July 6, avoiding 45% US tariffs on Chinese-made power units, but data centre demand could consume a fifth of Malaysia's…
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6 JulyTech & AI
China is systematically stealing AI through smuggling and model theft
Malaysian customs seized $13 million in restricted chips bound for China, while Anthropic documented 25,000 fake accounts extracting capabilities from its Claude model—evidence that US export controls are being routed…
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5 JulySociety
Young Chinese-Americans are caught between heritage and loyalty
As the U.S. marks its 250th anniversary, 78% of Asian Americans aged 18–29 report significant discrimination, even as 52% of Chinese-Americans say their ethnicity is central to their identity.
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1 JulyTech & AI
Asia’s AI factory boom masks a dangerous single point of failure
Manufacturing PMI hit 51.7 in June 2026, driven almost entirely by semiconductor and server demand, but the growth depends on US export rules and Beijing's regulatory whims staying stable.
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Jun- 2026 -30 JunePower
China turned a Gulf crisis into a decade-long advantage
By stockpiling 104 days of crude and installing 315 gigawatts of solar in 2025, Beijing absorbed the Strait of Hormuz shock that devastated its neighbours.
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30 JuneTech & AI
Google and Meta are rewiring Asia’s internet to avoid China
The Apricot subsea cable system, backed by US cloud giants and scheduled for 2025–2026 service, routes data around the South China Sea through Guam and the Philippines instead of exposed…
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29 JunePower
China wins the Gulf crisis without firing a shot
An unconfirmed US-Iran deal leaves the Strait of Hormuz unsettled, but Beijing's 65-day strategic oil reserve gives it an advantage no regional rival can match.
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29 JuneEarth
Philippines became solar’s top buyer by accident, not ambition
A median household now spends 12% of income on electricity, forcing families to buy Chinese panels to escape volatile grid prices set by global fuel markets.
