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NEWS TAGGED COLUMNS
Sunday 22 March 2026
Column: Drones redefine warfare, and the US wants to control who builds them
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned...
Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
Thursday 19 March 2026
Column: OpenClaw ignites China's AI agent land grab
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters...
Thursday 19 March 2026
Column: Cheap tokens are masking an expensive problem
The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
Thursday 5 March 2026
Column: US drone policy reshapes supply chain opportunities for Taiwan
On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that...
Sunday 15 February 2026
Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...
Sunday 15 February 2026
Column: Trump's US$1.5T defense dream hits rust-belt reality
US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's...
Thursday 12 February 2026
Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies...
Monday 2 February 2026
Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand
Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Tuesday 27 January 2026
Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
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...
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...
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...