Apple Lobbies for CXMT Chips as Memory Costs Spike
Apple is pressing the Trump administration for explicit permission to buy DRAM from ChangXin Memory Technologies, a Chinese chipmaker on the Pentagon’s military company blacklist.
Supply-Chain
US Missile Stockpiles Run Low as Defense Output Surges
American precision munitions are running closer to empty than public rhetoric usually admits. After years of drawdowns in Ukraine, Gaza, and Red Sea operations, Washington is treating missile stockpiles as a binding constraint on foreign policy, not a background inventory item.
Physical AI Expansion and the New US China Tech Decoupling
The intersection of industrial hardware and machine learning is creating a new class of systems known as physical AI. While consumer software dominated the previous decade, the current cycle is shifting toward the automation of heavy industry and logistics.