NEW: Visit the "Strait of Hormuz Trade Tracker" to monitor shipments of key commodities - crude oil, natural gas, fertilizer and agricultural products - through the Strait. Explore the WTO-AXSMarine dashboard here: datalab.wto.org/Strait-of-Ho…

IPRI Podcasts| Chips, Cloud & the Coming Tech Rules of the World Who will write the tech rules of tomorrow? From semiconductor dominance to cloud warfare and AI governance, the global struggle for technological supremacy is already reshaping geopolitics. The race for chips, data centers, and computing power is no longer just a tech competition — it’s a battle over national security, economic power, and global influence. In this episode, Policy Advocacy Specialist, @JavairyahAatif & Visiting Fellow Governance & Development Program, Middle East Council on Global Affairs, Dr. @junepark 🔹 How semiconductor chokepoints are redefining global alliances 🔹 Why cloud infrastructure is becoming the new “geopolitical battleground” 🔹 The rise of AI power blocs and digital sovereignty 🔹 U.S.–China tech rivalry and the future of global standards 🔹 What the next decade of tech governance will look like As chips get smarter, clouds get bigger, and AI gets faster — the nations controlling these systems will shape the world’s next political and economic order. #DataCenters #Geopolitics #NationalSecurity youtube.com/watch?v=e98ntQfj…

Dr June Park #MargallaDialogue25 one country alone cannot satisfy the needs for establishing sovereign AI. South Korea is heavily dependent on exporting chips but ours is a focus on foundry and yet to be on design and other elements.

#MD25| Visiting Fellow, Governance & Development Program, Middle East Council on Global Affairs, Dr. @junepark is coming to the #MargallaDialogue2025 on November 11th & 12th, at the Marriott Hotel, Islamabad! #IPRI

Next week

He criticized Iranian opposition figures for failing to unite against the Islamic Republic. "Unfortunately, much of their thinking is similar to the Islamic Republic's," he said. "Democracy doesn't mean you can speak and have freedom of speech only as long as you agree with me - otherwise you must be silent." #Iran iranwire.com/en/features/145…

My latest

Worst case scenario for the global dollar...

Let's go to the last part of the Miran's paper, which is currencies (Chapter 4 & 5). Remember that his articulation of all the ills of the US trade imbalance is about the USD as a reserve currency & also the security support the US has to do (two burdens) that has grown, dwarfing the US economy RELATIVE size. So let's talk about it. But before we even talk about, we have to go through a bit of economics history, if that is okay with you. We'll keep it pretty brief.

#US President Donald Trump responds to criticism over his increasing closeness to #Russia on Ukraine, saying the United States should worry “less” about Vladimir Putin. ara.tv/a2cye

People seem to really love this chart I made showing China's overlapping tech-industrial ecosystems. In my High Capacity piece, I pointed out two trends: 1. Chinese firms are expanding across these different domains 2. These tech-industrial ecosystems themselves are converging In case you missed it, here's the piece again: high-capacity.com/p/chinas-o…

Huawei CEO Ren Zhengfei "Our previous worries about lack of core technology have eased, I firmly believe that a greater China will rise faster" "China's advanced semiconductor manufacturing process can produce chips equivalent to 5.5nm, but TSMC and Samsung have already achieved mass production of 3nm process, leading by at least one generation.”

China called on the US to stop politicizing and weaponizing economic and trade issues, as Washington tries to limit overseas investments by Beijing in line with President Donald Trump’s “America First” policy. trib.al/SCTHBv2

Taiwan's ASE to invest $200m in 'square' AI chip packaging tech s.nikkei.com/3X2WQiw

Do tech export controls cause China to more strongly and successfully pursue developing domestic alternatives? At a minimum, it’s obvious that export controls are neither a necessary nor a sufficient condition. Here is a a tiny subset of the long list of industries where U.S./Allied firms used to lead but China now dominates. In each case, no one ever applied export controls against China.

About five years after China began a crackdown on it’s most powerful private business owners, the nation’s billionaire tech entrepreneurs are suddenly back in vogue trib.al/SYlfx9s

DeepSeek’s breakthrough in artificial intelligence is helping drive a rotation of stock funds back into China from India trib.al/uhoiQ3F

The Trump Administration may not support Intel fabs being run by a foreign entity, Reuters reports, in response to an earlier story by Bloomberg that said TSMC execs met with White House officials and had been asked to take a controlling stake in Intel’s fabs as part of a chip manufacturing joint venture aimed at increasing the amount of advanced chips made in the USA. 1/5 $TSM $INTC #semiconductors #semiconductor reuters.com/technology/tsmc-…

Some thoughts the region in the coming year. ME Outlook 2025: Shifting Security Dynamics in the Gulf – NUS – Middle East Institute ⁦@MEI_NUS⁩ ⁦@junepark⁩ ⁦@GUQatar⁩ ⁦@guqdean⁩ ⁦@SmallStates_GUQ⁩ mei.nus.edu.sg/mei_media/me-…

Trump plans to release an executive order elevating crypto as a policy priority and giving industry insiders a voice within his administration trib.al/kVUYYEe