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Houthis reframing the narrative casting them as an Iranian proxy

A deadly Houthi attack on Riyadh’s international airport has highlighted how the Yemeni group is reframing its perceived “Iran proxy” role and shifting its regional focus to its ongoing battle against Saudi Arabia. The October 10 strike, in which 13 people were killed and hundreds injured, was the most violent episode on Saudi Arabian soil […]

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Throttling Ukraine’s Starlink access heightens concerns over Musk

The Ukrainian government on Tuesday night said that its access to the SpaceX-owned Starlink satellite internet service was throttled, prompting critics to question the wisdom of depending on any company owned by far-right billionaire Elon Musk. According to a Wednesday report in The New York Times, Ukrainian officials suspect that orders to restrict their access […]

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The slow boiling of Indonesian democracy

The most consequential changes in a democracy do not always arrive with a constitutional crisis. Rather, they come through appointments, legal amendments and seemingly ordinary political bargains, accumulating one after another until the political system begins to look different from the one that came before. That is the real value of the “boiling frog” metaphor. […]

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IMF warns of debt-fueled AI spending as bubble fears grow

The International Monetary Fund warned Tuesday that the global economy faces serious risks from Big Tech firms taking on massive debt to fund the buildout of artificial intelligence data centers worldwide. The IMF’s latest Global Financial Stability Report outlines a number of risks to economic growth in the coming years, including a reliance on AI […]

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The Frontier Express: when Samsung gets money

For most of the past thirty years, the semiconductor industry ran on a remarkably clean division of labor. Everybody knew their place. The caricature was almost this simple: TSMC printed. Memory makers crammed capacitors. Designers drew. And the money followed the drawing. TSMC took designs from Nvidia, Apple, AMD, Broadcom and others and reproduced them […]

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Trump aligns with Putin yet again, squeezing Ukraine and Europe

The deal struck by Donald Trump with his Russian counterpart, Vladimir Putin, on October 9 to allow Russia to sell millions of tonnes of diesel is a major departure from US policy and runs counter to Ukrainian and European interests. It also directly contradicts a law signed by the US president in September to authorize […]

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No, China is not filling the Western aid gap in Southeast Asia

When Australia’s Lowy Institute think tank released the 2025 edition of its Southeast Asia Aid Map in July last year, it projected that Western aid cuts would shift the region’s development finance toward Asian partners. Specifically, the report expected the center of gravity to “drift East, notably to Beijing but also Tokyo and Seoul.” Lowy’s […]

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Iran war-depleted arsenal making US a less potent power

The Iran conflict has exposed a glaring blind spot in US war strategy. America can escalate in hours, but it can take years to rebuild the arsenal it consumes. Washington has begun addressing the arms-replenishment problem, a calculation it should have made before escalating. The Pentagon’s recent awards reflect the intensity of the challenge. In […]

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US turning B-52 bomber into long-range China ship killer

While the US is arming its long-serving B-52 with potent ship-killing missiles to take on China’s expanding navy, severe munition constraints and operational vulnerabilities could undermine its strategic impact. This month, multiple media outlets reported that the US Navy plans to award a sole-source contract to Lockheed Martin to integrate the AGM-158C Long-Range Anti-Ship Missile […]

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FCC product testing ban deepens US-China tech decoupling

The US Federal Communications Commission (FCC) is moving to bar every Chinese lab from testing electronics for the US market, a sector China dominates. And Chinese media and commentators say that Beijing, having already retaliated with three countermeasures, is ready to strike back again. The FCC said on October 7 that it will vote on […]

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Putin’s scorched-city policy hits Ukraine hard

During a quarter-century in power, Vladimir Putin has led Russia into three wars, in part aimed at restoring his country’s status as a world power via violent conquest . Each war began in a blitzkrieg-style display of fearsome power meant to climax in a swift victory. Instead, each conflict, whether the 1999-2009 war on the […]

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When AI takes control of weapons systems

Artificial intelligence is rapidly making its way into national defense. Reconnaissance, early warning, target detection, mission planning—everywhere, machine-learning systems promise faster analysis, faster responses, and faster decision-making. In a military context, this sounds like progress. In reality, AI exacerbates a security problem that cannot be solved technically. Anyone who attempts to do so anyway risks […]

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Samsung dangles $560,000 bonuses to keep engineers from China

A Samsung memory chip worker earning about $60,000 a year could receive roughly $560,000 in bonuses before tax, according to the company’s largest union. Its estimate includes both Samsung’s existing profit-sharing bonus and a new special payment. Samsung hasn’t confirmed the amount. On October 7, the company outlined how that special bonus would work: 10.5% […]

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Anduril’s plan to save US sub edge from China’s undersea surge

A multibillion-dollar private initiative to overhaul US submarine manufacturing marks an urgent push to revitalize naval industrial capacity at a pivotal moment in the Indo-Pacific balance of power. This month, multiple media outlets reported that defense technology firm Anduril Industries will invest US$3.7 billion of its own capital to build a 2-million-square-foot “software-defined shipyard” at […]

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Moving B-1 bombers from UK to US is no drone warfare solution

On October 4, the US pulled its 12 B-1 strategic bombers out of Fairford, UK and returned them to the United States. Reports say the planes returned to Ellsworth Air Force Base in Rapid City, South Dakota. The bombers were pulled out when intelligence reported that an attack by armed drones against Fairford was imminent. […]

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Afghan road to China tests Pakistan’s power and leverage

China is increasingly trying to diversify its connections to the region as Pakistan’s actions in Afghanistan create new security and strategic problems for Beijing. The opening of a road through the Wakhan Corridor is an important step in that effort. Afghanistan has formally inaugurated a 121-kilometer road through the corridor, running from Broghil to the […]

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EU weighs safeguard tariffs as China refuses hybrid car limits

Beijing has rebuffed a European Union request to voluntarily cap hybrid car exports to the bloc, raising the prospect of new, steep EU tariffs on Chinese hybrids, which have so far escaped the duties on pure electric vehicles. China has refused to set quotas on its exports of hybrid electric vehicles (HEVs) and plug-in hybrid […]

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India’s Central Asia missile sales spark a new Great Game

A flurry of landmark arms deals is reshaping Central Asia’s strategic landscape, as regional states leverage alternative defense suppliers to assert their sovereignty amid Russia’s waning dominance and an intensifying Sino-Indian rivalry. Indian Defense Secretary Rajesh Kumar Singh confirmed the export of India’s domestically developed Akash surface-to-air missile system to Tajikistan and Turkmenistan, multiple media […]

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Israel votes again but the arithmetic hasn’t changed

TEL AVIV – Every Israeli election of the past decade has been sold as the last chance to save the country, and every one has ended in the same place: a long night of counting, followed by weeks of bargaining among men who swore they would never sit together. The vote on October 27 has a stronger […]

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Bit by bit, the Taliban is losing control of Afghanistan

Five years after seizing Kabul, the Taliban’s strongest argument for international acceptance rests on control. The Taliban governs every provincial capital and faces no conventional army capable of marching on Kabul. It repeatedly cites improved security as proof that Afghanistan’s post-2021 order is settled. But armed resistance is becoming more geographically dispersed, more organizationally diverse […]

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