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.

A note before we start. What follows works through the innovation loops of the semiconductor world, sub-sector by sub-sector, with eight diagrams along the way. They are complicated, despite a fair amount of effort to make them otherwise. Anyone who wants to skip the loops and the slides can find the conclusions in two places: […]

The post The real loops of innovation appeared first on Asia Times.

Nvidia on Wednesday forecast a 70 per cent jump in revenue next fiscal year, underscoring unabated demand for AI computing, while warning about shortages of memory components.

Nvidia on Wednesday forecast a 70 per cent jump in revenue next fiscal year, underscoring unabated demand for AI computing, while warning about shortages of memory components.