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Friday 31 October 2025
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery technologies
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Wednesday 21 January 2026
Column: Japan bets on deep-sea rare earth mining to break China's supply grip
On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu. This mission is not merely a scientific expedition but a critical test tied to Japan's national economic security and the restructuring of global critical mineral supply chains
Monday 19 January 2026
NIST's PQC standards trigger global race to secure data before quantum attacks arrive
In August 2024, the US National Institute of Standards and Technology (NIST) finalized three Post-Quantum Cryptography (PQC) standards, known as FIPS 203, 204, and 205. These standards incorporate ML-KEM algorithms for key exchange and encryption, along with ML-DSA and SLH-DSA algorithms for digital signatures. Industry leaders are actively integrating these algorithms into web browsers, operating systems, and hardware products to prepare defenses against anticipated quantum-computer-enabled cyberattacks
Thursday 15 January 2026
Column: Q-Day could break the internet—and the countdown has started
The development of quantum computing is increasingly taking on the character of a global arms race. Nations and corporations that secure an early lead stand to gain outsized strategic advantages. Quantum computers promise breakthroughs in drug discovery, advanced materials and industrial design. They could accelerate the training and optimization of artificial intelligence models and dramatically enhance military capabilities
Tuesday 13 January 2026
Column: IBM's 50-year-old liquid cooling patent shapes today's AI data center cooling
If today's AI data centers are blazing "powder kegs" of heat, IBM was the visionary that prepared the "fire extinguisher" half a century ago. While Nvidia's top chips now require water cooling to operate, few realize that this technology's "biological father" actually dates back to IBM in the 1960s. Today, we explore this groundbreaking US patent 3,524,497 ("Patent 497") and its blue-cooling revolution spanning over 50 years
Monday 12 January 2026
Column: Decoding Jensen Huang's CES 2026 keynote and the AI infrastructure reset
At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase, driven by two platform shifts unfolding in parallel
Thursday 8 January 2026
Column: Infrastructure boom over, US AI now faces profitability reckoning
The US AI sector stands at a crossroads. After years of breakneck infrastructure expansion, cracks are beginning to show in the financial foundation supporting this boom
Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national security considerations
Wednesday 24 December 2025
2D materials: from memory entry to logic's future
Two-dimensional (2D) materials were once regarded as important candidates for extending semiconductor scaling. Because they are only an atom thick, they are theoretically very suitable for fabricating extremely small, ultra-low-power transistors. However, once these ideas move into advanced logic processes, challenges begin to surface. The problem lies in the fact that using 2D materials to fabricate FETs requires process control that is nearly at the single-atom level
Wednesday 24 December 2025
AI chips run too hot: Engineers race to reinvent cooling
The rapid growth of generative AI and large-scale models has significantly increased power consumption in computing chips, pushing thermal management into critical focus. High-end AI accelerators now consume power at kilowatt levels, producing concentrated heat fluxes that challenge existing cooling methods, potentially limiting performance and reliability across data center systems
Monday 22 December 2025
Column: 2D materials struggle to deliver on semiconductor scaling promise
The isolation of graphene in 2004 sparked widespread expectations that two-dimensional (2D) materials could fundamentally reshape electronic devices. Graphene and transition metal dichalcogenides (TMDs) have since enabled progress in niche applications and research prototypes. Yet their impact on mainstream logic devices remains limited. The long-anticipated use of 2D materials to sustain Moore's Law through transistor channel integration has yet to materialize at scale
Wednesday 17 December 2025
Energy efficiency: The new battleground for AI servers
AI is inevitably driving innovation in global server architecture. AI servers differ significantly from traditional servers in design philosophy and operational mode. This reflects not only innovations in computing architecture but also emerging challenges in energy consumption and thermal management driven by rapidly increasing computational demands
Tuesday 2 December 2025
Column: Quantum software growth accelerates
The UN has designated 2025 as the International Year of Quantum Science and Technology, recognizing significant breakthroughs in quantum hardware, quantum error correction, and practical quantum applications throughout the year. Research firm QURECA reports that worldwide investment in quantum technologies has exceeded US$55.7 billion, reflecting growing global interest
Thursday 13 November 2025
Column: Quantum communication races toward commercialization despite unresolved challenges
Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate the sector will reach around US$1.2 billion in 2024 and continue growing at an annual rate approaching 30% through 2035. Early applications like Quantum Key Distribution (QKD) and quantum networks are already being adopted in industries, despite obstacles such as high costs and the absence of standardized protocols
Saturday 8 November 2025
Column: Quantum sensing moves closer to commercial reality
Quantum sensing, one of the three pillars of quantum technology alongside quantum computing and quantum communication, is rapidly advancing toward commercial use. By leveraging quantum effects at atomic or subatomic scales, quantum sensors enable precision and security beyond the reach of conventional systems
Saturday 1 November 2025
China’s rare earth squeeze reaches a turning point in the global tech standoff
Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are essential materials with unique optical, electrical, magnetic, and catalytic properties. Often called "industrial vitamins" or "industrial gold," REEs are indispensable in many high-tech industries