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 […]

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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 […]

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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 […]

The post After the end of history appeared first on Asia Times.

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 […]

The post PTI opposition jailed as Trump embraces Pakistan’s Asim Munir appeared first on Asia Times.

The Houthi attack mixed together suicide drones, cruise missiles and ballistic missiles. Because these weapons travel at significantly different speeds, the drones were launched first, followed by the cruise missiles and lastly by the ballistic missiles. Reports say the entire attack on October 10, starting at around 3PM local time, lasted around 45 minutes. The […]

The post Houthi Riyadh airport hit shows Saudi air defenses full of holes appeared first on Asia Times.

The Russia-Ukraine War has become a real-time laboratory for the Chinese military, spurring rapid defensive modernization while exposing deep friction between its centralized command hierarchy and the decentralized demands of modern combat. This month, the Center for Strategic and International Studies (CSIS) released a report detailing how China is aggressively leveraging the Russia-Ukraine war as […]

The post China fast on Ukraine lessons, slow on command reform appeared first on Asia Times.

China’s nomination of Chinese national Song Li to lead the World Health Organization has been filed under the wrong heading. Most of the coverage treats it as a chapter in a bigger story: Washington has walked out, Beijing has stepped in and Geneva must now pick a side. That story is tidy. It is also […]

The post Hire next WHO chief for the job, not the flag appeared first on Asia Times.

China’s artificial intelligence and digital-infrastructure investments in the Gulf Arab states are increasingly colliding with a far larger and more strategically privileged American technology presence, particularly in Saudi Arabia and the United Arab Emirates (UAE). While Beijing offers Gulf governments cloud platforms, 5G networks, smart-city systems, surveillance technologies and lower-cost digital infrastructure, Washington offers the […]

The post US-China race is on for the Gulf’s AI future appeared first on Asia Times.

Last week, eight Chinese-made light attack jets sat on a half-finished runway at Ban Keun, flanked by more than two dozen military support vehicles, offering the first aerial glimpse of a new Chinese-Lao military facility north of the Lao capital, Vientiane. The speed of the buildup and the earthmoving visible around the airstrip in the […]

The post Belt and Road paving way for China’s military presence in SE Asia appeared first on Asia Times.

South Korea’s maiden flight test of a domestic hypersonic glide vehicle highlights an accelerating bid to field counterstrike assets capable of bolstering autonomous deterrence against North Korea’s expanding nuclear threat. This month, multiple media outlets reported that South Korean President Lee Jae-myung oversaw the country’s first test launch of a domestically developed hypersonic glide vehicle, […]

The post South Korea’s hypersonic leap runs into North Korea’s nuclear wall appeared first on Asia Times.

TOKYO – For decades, the US enjoyed a remarkable luxury: its two biggest creditors, Japan and China, kept showing up at Treasury auctions with checkbooks open. Now, Donald Trump’s trade wars, tariff threats and widening geopolitical confrontations raise an uncomfortable question: what happens if Washington’s most reliable bankers decide they’ve had enough? Granted, global investors […]

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