The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies
The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative analysis of the latest National Trade Estimate (NTE) Reports, underscoring a widening gap between high-level diplomacy and on-the-ground economic realities
Samsung Electronics and SK Hynix are reportedly stepping up efforts to advance hybrid bonding for next-generation high-bandwidth memory (HBM), as the two memory makers move to secure key packaging technologies for AI-driven demand, according to The Elec
In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code leak of Claude Code due to an engineer error. At nearly the same time, Chinese large model firm Z.ai released its first annual report since listing, with CEO Zhang Peng explicitly naming Anthropic as the company's benchmark; meanwhile, rising contender DeepSeek experienced three consecutive days of service disruptions from March 29 to 31, affecting both web and API access
Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion to Thailand in a coordinated push to expand artificial intelligence (AI) and cloud infrastructure in the region
As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page filing references "AI" 421 times, an unusually explicit signal of strategic depth. The company is pursuing a "foundation first, expansion later" model, pairing heavy R&D with infrastructure buildout to scale its AI position
