Sanae Takaichi has done something few Japanese leaders manage. She’s reached her first anniversary in office more popular than her predecessors, and she looks well placed to keep the job. In a country that has burned through five prime ministers in a decade, this counts for a lot. Popularity, though, is only one of two […]

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In one week this month, the central processing unit became the story again. On October 12, AMD’s Lisa Su told the Open Compute Project summit that she had raised her forecast for the 2030 server CPU market three times in nine months, to more than $200 billion. On October 15, TSMC’s C.C. Wei told investors: […]

The post The return of the CPU appeared first on Asia Times.

In late August, President Donald Trump announced what he called the “biggest oil deal in world history.” Since then, the full text of the accord — which grants the U.S. sweeping access to Venezuela’s oil reserves — has been one of the most sought-after secrets in Washington, DC.  ProPublica has reviewed a copy of the […]

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In July 1971, Henry Kissinger developed a convenient stomachache in Pakistan, vanished from public view and turned up in Beijing. The secret trip that led to Nixon’s opening to China rested on a simple piece of geometry: in a world of three great powers, the smart move is to stand closer to each of your […]

The post A Trump-Putin-Xi summit would put Xi at the apex appeared first on Asia Times.

The war in Ukraine can be ended permanently on terms that protect Ukraine’s statehood, meet Russia’s security concerns, and lay the foundation for a durable European security order. As another round of negotiations gears up in Norway, I propose a settlement concluded as a single package, signed by Ukraine and Russia, adopted by a vote […]

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In “The Muqaddimah”, the 14th-century historian Ibn Khaldun wrote that “great dynasties often decline after three generations because they fail to produce capable successors.” Under Crown Prince Mohammed bin Salman, Saudi Arabia now asks this question precisely: Has he weakened the very dynasty he was meant to strengthen and secure? The kingdom is under mounting […]

The post Is time running out for Mohammed bin Salman? appeared first on Asia Times.

2026, it is learning how quickly an index provider can show Southeast Asia’s biggest economy the exit, wreaking havoc on its stock market. The provider is MSCI, which may be about to follow through on its threat to downgrade Indonesian stocks to “frontier” status, or to something worse: a standalone market category. President Prabowo Subianto’s […]

The post Ghosts of ’97 haunt Prabowo as MSCI eyes Indonesia’s exit appeared first on Asia Times.

Beijing has proposed banning exports of the technology used to make next-generation solar cells, a move that could complicate United States technology guru Elon Musk’s plan to expand into space solar power. The ban, which covers production technology for perovskite and tandem solar cell modules, is part of a proposal by China’s Ministry of Commerce […]

The post China next-gen solar tech curb to impact SpaceX AI computing plan appeared first on Asia Times.

Recent media reports projecting South Korea’s per capita GDP to surpass Japan’s have generated considerable excitement across the regional countries that see Korea as a role model. According to the IMF’s October 2026 projections, South Korea’s nominal GDP per capita could reach approximately $49,000 in 2027, compared with Japan’s $37,000-38,000. Its achievements in semiconductors, advanced […]

The post South Korea: A growing national crisis and a strategic warning appeared first on Asia Times.

Indonesia has spent a decade trying to turn its mineral wealth into something more valuable than raw commodity exports. The strategy is ambitious: restrict raw nickel exports, attract investment, build processing capacity and move downstream into electric-vehicle (EV) batteries that will power the next generation of transport and energy storage. China is central to the […]

The post Owner or owned? Indonesia’s Chinese battery chain dilemma appeared first on Asia Times.

The Gulf Cooperation Council, a bloc of oil-rich states long known for its appetite for imported cars, is becoming a growing market for Chinese electric vehicles (EVs) that are largely being blocked out of the West. Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, Bahrain and Oman are diversifying toward alternative energy, embracing environmental goals […]

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Russian President Vladimir Putin’s advisor Nikolai Patrushev’s recent visit to China points to something more consequential than another round of Russia-China strategic rhetoric: Moscow is trying to turn maritime cooperation with Beijing into infrastructure, technology and logistics that can survive geopolitical pressure. The proposals discussed during the October 8-13 visit — linking China’s Maritime Silk […]

The post China, Russia quietly moving toward a new Arctic axis appeared first on Asia Times.

TSMC expects overseas manufacturing to reduce its consolidated gross margin by nearly two percentage points in 2026, with the impact widening to three to four points later in its expansion program. The company plans to spend $60 billion to $64 billion on capital expenditure this year. Its latest outlook calls for fourth-quarter revenue of up […]

The post TSMC’s global buildout faces crucial capital efficiency test appeared first on Asia Times.

India’s largest initial public offering (IPO) opens October 21, and investors in Tokyo, Singapore and Hong Kong are being asked a simple question: What is a Jio customer’s monthly bill worth? Jio Platforms, the Reliance-owned mobile carrier with some 524 million India-based customers, is selling 270 million new shares at 1,065 to 1,119 rupees each […]

The post Jio’s IPO seeks a tech multiple for old-school mobile business appeared first on Asia Times.

Two years ago, central bankers on three continents all but declared victory over inflation. Markets took them at their word, and plenty of investors built their portfolios on the assumption that the price surge of 2022 was behind us. That assumption was wrong, and the consequences are now showing up in almost every major economy […]

The post The inflation conflagration is back and here to stay appeared first on Asia Times.

Yemen’s civil war reignited in early October, as Saudi Arabia brought in Turkish and Pakistani military support to fight the Houthi rebels, who have governed much of northern Yemen as a de facto authority and waged a guerrilla war in the country since 2004. Having spent more than a decade fighting Saudi-led forces and enduring […]

The post How non-state alliances are reshaping the global order appeared first on Asia Times.

TOKYO – Narendra Modi’s “Make in India” campaign has become a global brand. As China’s economy slows and multinationals look to diversify supply chains, the world’s most populous nation has eagerly cast itself as the obvious alternative. This was supposed to be the year the story came together. The Bharatiya Janata Party (BJP) billed 2026 […]

The post India’s ‘Goldilocks’ year curdles on weak rupee, Chinese inputs appeared first on Asia Times.

As the US Navy lays the groundwork for its next-generation SSN(X) attack submarine to replace its aging fleet, the US’s longstanding undersea supremacy faces an intensifying test against China’s rapid naval buildup, advancing acoustic stealth and superior shipyard capacity. The US Navy’s Naval Sea Systems Command (NAVSEA) issued a sources-sought notice to survey domestic shipyard […]

The post US Navy’s SSN(X) won’t arrive for years as China closes sub gap appeared first on Asia Times.

As the war in Ukraine grinds into its fifth winter, the collapse of recent diplomatic initiatives and Washington’s explicit pivot from arming Kyiv to brokering a territorial freeze have laid bare a stark new reality. In February 2022, Western leaders predicted that sanctions would cripple Russia within months and that a united West would see […]

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As US President Donald Trump deepens his ties with Pakistan’s powerful military chief Asim Munir, the nation’s government has detained the elected leadership of the last province controlled by jailed former Prime Minister Imran Khan’s opposition party – a move critics have condemned as a coup. Pakistan’s president, Asif Ali Zardari, declared a state of […]

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