semiconductor

America’s Nvidia Deal with China: A Masterstroke or a Grave Miscalculation?

The U.S. has abruptly greenlit Nvidia’s export of H20 AI chips to China. On the surface, it seems like a de-escalation. However, as noted by prominent South Korean economics analyst Jeon In-goo, this is less about peace and more about a complex “deal” struck in the shadows.

The Russia Dilemma: How China’s “Internal Involution” is Spilling Overseas and Testing the Limits of its Auto Export Model

The Chinese auto market is defined by nèijuǎn (内卷)—a brutal, zero-sum internal competition. This hyper-competitive environment, combined with domestic market saturation and a massive…