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Thursday 6 August 2026
US polysilicon tariff exposes chip security's solar dependence

The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products,...

Thursday 6 August 2026
US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
US locks down tungsten and battery scrap exports as great-power minerals race intensifies
Washington has moved to keep tungsten waste and recycled battery material inside its own borders, a step that underscores how deeply critical-minerals policy has become entangled with...
Thursday 6 August 2026
US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Wednesday 5 August 2026
China halts US-based factory audits for CCC certification amid raging tech feud

The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and...

Wednesday 5 August 2026
Samsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs
Samsung Electronics and SK Hynix reportedly began testing etching equipment from China's Advanced Micro-Fabrication Equipment (AMEC) about two years ago for possible use at their Chinese...
Wednesday 5 August 2026
US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

The Trump administration is preparing new restrictions on Chinese-made optical transceivers used in AI data centers, broadening Washington's...

Friday 31 July 2026
Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist
Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal,...
Friday 31 July 2026
Exclusive Interview: Helium shock threatens advanced chipmaking as Asia shifts dependence to the US

As geopolitical tensions in the Middle East continue to intensify, shifting export conditions and a broader realignment of supply from...

Thursday 30 July 2026
US rallies global partners on 6G as competition with China intensifies

The US government has launched a multinational initiative to coordinate 6G development, signaling a new phase in the global race to shape...

Thursday 30 July 2026
Italy, US to sign Pax Silica pact on AI, chip supply chains

Italy and the US are set to sign a cooperation agreement tied to the US-led Pax Silica initiative on July 31, as Rome expands efforts...

Thursday 30 July 2026
US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...
Wednesday 29 July 2026
US blocks new foreign-made robots and power inverters in AI security crackdown

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology...

Tuesday 28 July 2026
Taiwan accelerates winter energy preparations as Middle East conflict raises supply risk
Taiwan moved up winter oil and gas planning on July 27 after the Middle East conflict expanded into the Red Sea, while domestic supply remained stable and consumer impact stayed limited...