Taiwan
The most contested geography in the region, and the source of the chips the global economy can’t function without — every shift here has consequences well beyond its shores.
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Sep- 2026 -21 SeptemberTech & AI

India’s semiconductor bet hinges on one factory hitting 2028
ASML has opened a local office and committed lithography tools to Tata's Dholera fab, a ₹91,000 crore project designed to produce 50,000 wafer starts monthly at mature nodes—but execution risk…
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12 SeptemberTech & AI

South Korea’s chip exports just hit 47 percent. That’s a warning.
With semiconductors accounting for nearly half of all September shipments, the country's $1 trillion export milestone masks a dangerous dependency on five American hyperscalers' capital-expenditure decisions.
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9 SeptemberPower

Taiwan’s record defence budget arrives as Xi prepares to meet Trump
With Taipei crossing NT$1.12 trillion in military spending for the first time, the US de facto ambassador warns a Taiwan Strait conflict would cause economic damage exceeding World War II.
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8 SeptemberTech & AI

Samsung and SK Hynix hold less than 10 days of DRAM stock
HBM4 production consumes three times the wafer capacity of standard DRAM, pushing global DRAM revenue up 59.5% to $154.73 billion in Q2 while supply cannot respond for years.
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7 SeptemberEarth

Taiwan’s wettest month since 1931 arrives before the next storm
Kaohsiung recorded 1,712 millimeters of rain in August—93 percent of its annual average—while a tropical system approaches, leaving southern counties in a compound flood-and-landslide risk window.
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5 SeptemberPower

Taiwan’s drone budget stalls as legislature blocks its own defense plan
A record NT$63.4 billion in drone funding survived a 266-day budget delay, but the NT$210 billion special appropriation needed to build 200,000 unmanned systems remains blocked by opposition lawmakers wary…
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Aug- 2026 -27 AugustTech & AI

U.S. freight forwarder faces first enforcement for smuggling AI chips to China
Apex Logistics, a Singapore unit of Kuehne+Nagel, is under investigation for 47 shipments of Nvidia servers, while Taiwan indicted nine people for diverting 130 B300 chips through falsified documents.
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24 AugustTech & AI

China’s chip self-sufficiency stalls at 34 percent despite breakneck expansion
Goldman Sachs projects SMIC's advanced-node output will grow 46% annually through 2035, but export controls on EUV lithography from ASML will keep China dependent on foreign wafers for a third…
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21 AugustCapital

Capital.com got a UAE crypto licence. The service doesn’t exist yet.
Capital Vault Virtual Services received a full virtual-asset licence from the UAE Capital Market Authority on 20 August 2026, authorising spot crypto custody and dealing, but with no launch date,…
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18 AugustTech & AI

AI cloned the prime minister’s voice to steal $7.4 million from Australians
ASIC removed 19,400 fraudulent sites in a single year, yet deepfake videos of Anthony Albanese promising $40,000 monthly returns still convinced investors to hand over their savings.








