Solvay, a major European rare earths producer, has entered into new agreements with the U.S., highlighting the growing strategic importance of rare earth elements. These deals underscore the increasing efforts by the U.…
Asian stock markets experienced a tech-driven rebound, with the Nikkei and KOSPI leading gains. China's market performance lagged behind regional peers despite broader positive sentiment. Factors contributing to the div…
China has deployed a deep-sea cobalt mining rover in the western Pacific, crossing the US 'second island chain.' This move signals China's ambition to secure strategic resources and expand its technological reach in dee…
China has accused the US of orchestrating a $13 billion Bitcoin hack. The allegations, reported by Bloomberg, are currently unsubstantiated and raise geopolitical tensions within the cryptocurrency space.
Japan and the US are exploring rare earth mineral mining in the Pacific Ocean to diversify supply chains and reduce reliance on China. The initiative aims to secure critical resources for technology and defense, but fac…
Finland is tightening restrictions on Huawei's involvement in its 5G network due to security concerns. This decision reflects a broader trend of scrutinizing Chinese tech companies in critical infrastructure, impacting …
This week is pivotal, featuring Big Tech earnings reports that will indicate market health, a Federal Reserve meeting influencing monetary policy, and a potential Trump-Xi meeting impacting global trade. The outcomes of…
Intel's recent earnings beat expectations, prompting analysis of the significant role government subsidies and contracts played in the company's financial performance. The impact of geopolitical factors and strategic al…
European automakers are increasingly worried about the ongoing battle between Europe and Chinese chip companies, particularly regarding Nexperia. The conflict raises concerns about supply chain stability and potential d…
A German court ruling has placed Nexperia's ownership of a chip factory in question, potentially disrupting the supply of critical components to the German automotive industry. The dispute highlights the increasing vuln…
China has accused the US of launching cyberattacks against its infrastructure. These allegations raise concerns about escalating cyber tensions between the two nations and the potential for retaliatory actions. An analy…
Nvidia's AI GPU market share in China has reportedly fallen from 95% to zero, significantly impacting the company's data center revenue. This decline is attributed to U.S. export restrictions and the rise of domestic co…
This analysis projects TSMC's potential revenue in September 2025, considering historical trends, market forecasts, and technological advancements. Key factors include global demand for semiconductors, TSMC's capacity e…
The European Union has pledged $600 million towards clean energy projects in Africa as part of its Global Gateway initiative. This investment aims to counter China's Belt and Road Initiative and foster sustainable devel…
Russia is reportedly targeting UK military satellites on a weekly basis, raising concerns about potential disruptions to critical communication and surveillance capabilities. This analysis explores the implications of t…