semiconductors
Digital Economy
Malaysia’s $94 Billion Chip Bet: From Assembly Hub to Innovation Platform
Malaysia's E&E exports jumped 39.7% to $94B in early 2026 — 48% of all exports. Its National Semiconductor Strategy targets RM500B to move up the value chain.
Policy & Regulation
The Reversal Beijing Ignored: Washington Cleared the H200 for China, and China Slowed It to a Trickle
The US shifted to case-by-case H200 licensing with a 25% tariff, but Beijing's informal customs block turned the bottleneck upside down.
AI & Automation
SK hynix’s HBM4 Gambit: Two-Thirds of Nvidia’s Rubin Memory and a 48GB Stack
SK hynix is set to supply roughly two-thirds of Nvidia's HBM4 for Vera Rubin, with a 16-layer 48GB stack and the third quarter of 2026 mass production. Why memory is the new moat.
Startups
CuspAI’s $450M Bet: AI Materials Discovery Hits a $2.6B Valuation
CuspAI raised $450M at a $2.6B valuation and launched a 45-member AI Materials Foundry with Nvidia and Samsung. Here's what founders should learn.
Policy & Regulation
AI Chip Export Bans 2026: Who Can Buy What and Why It Matters
The Most Consequential Trade Policy You Have Never Heard Of On October 7, 2022, the US Bureau of Industry and Security (BIS) issued export control regulations that sent shockwaves through the global technology industry. The regulations restricted the export of advanced
