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31.08.26 - 14:54
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China′s Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street (ZeroHedge)
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China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street
One of our emerging investment themes (beyond nuclear, AI, and "Powering Up America") is the accelerating US-China decoupling, with a particular focus on companies with robust ex-China supply chains as Beijing increasingly weaponizes exports of strategic materials, including tungsten and germanium.
At the same time, the Trump administration's expanding sanctions campaign against Chinese entities linked to Iran is adding another friction point to an already deteriorating bilateral relationship. Looking toward 2027, one of the biggest geopolitical tail risks could be a Chinese blockade of Taiwan, which would severely disrupt global trade, semiconductor production, and critical supply chains.
The latest report from Taiwan's main English-language daily newspaper, the Taipei Times, shows that China deployed a record 244 coast guard, research, and other government vessels around the island.
The surge in Chines...
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27.08.26 - 14:33
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Taiwan: Chinafreundliche Opposition blockiert Drohnen-Pläne (DPA-AFX)
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TAIPEH (dpa-AFX) - Taiwans Regierung will sich für einen chinesischen Angriff wappnen, wird in den Bemühungen aber von der chinafreundlichen Opposition ausgebremst. Im Streit um Ausgaben für die Entwicklung von Drohnen hat das von der Opposition dominierte ......
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26.08.26 - 07:54
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Taiwan charges nine people for smuggling ′high-end′ AI servers to China (The Guardian)
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Among those charged are two Super Micro employees and one from Nvidia, marking another flashpoint in US-China AI rivalryTaiwanese prosecutors charged nine people Monday, including one from Nvidia and two from Super Micro, for illegally exporting “high-end AI servers” to mainland China, adding another wave of turbulence in the AI rivalry between China and the United States.Prosecutors said the servers involved were graphics processing units known as “B300,” which have been banned from sale to China. Continue reading......
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