Taiwan

How Iran could end the AI boom

While Americans anxiously watch the price of gasoline tick higher as the war in the Middle East squeezes the global oil supply, the conflict has highlighted another energy vulnerability that could prove just as costly: Taiwan’s dependency on foreign natural gas. At first blush, energy issues an ocean away seem peripheral to American interests. They are anything but. Though the effect on the American economy won’t be immediate, energy insecurity in Taiwan is a looming disaster. Qatar, the source of 30 percent of Taiwan’s natural gas, has been effectively bottled up The reason is that AI – in fact, virtually all modern computing – is highly reliant upon the steady

Semiconductors

Japan is refusing to tiptoe around the Taiwan issue

One of the most serious issues in the well-filled in-tray of freshly endorsed Japanese Prime Minister Sanae Takaichi is Taiwan, which China claims as its own sovereign territory, and the lamentable state of Sino-Japanese relations. Takaichi provoked fury with comments in the Japanese parliament in November when she stated that were China to attack Taiwan, it would be interpreted as a “survival-threatening situation” for Japan, implying a military response could follow. Under the terms of its constitution, Japan is severely limited in its military options but Takaichi appeared to be preparing more solid ground with her phrasing. A 2015 law changed the constitution allowing Japan to retaliate if the country