Tag: Semiconductor War

A flight deck crew member in a green vest watching a fighter jet take off or land on an aircraft carrier.

What the Iran War Taught the Pentagon About Missiles

Operation Epic Fury has provided the Pentagon with a critical reality check on missile warfare. While interception rates in the Gulf reached an impressive 90%, the “magazine depth” crisis is now a strategic liability. With the U.S. depleting nearly 30% of its Tomahawk arsenal and 40% of its global THAAD inventory in just weeks, the conflict has exposed a dangerous replenishment gap that could compromise deterrence in the Indo-Pacific theater against more sophisticated hypersonic threats.

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Cinematic digital collage featuring a political leader, soldiers, a nuclear power plant, and advanced AI robots.

AI’s Insatiable Appetite Is Reviving Nuclear Power

Exploding AI demand is pushing Big Tech toward nuclear power, with Meta, Microsoft, Google, and Amazon securing unprecedented reactor deals. The U.S. aims to quadruple capacity but lacks long‑term waste storage and domestic enrichment. Meanwhile, China races ahead with rapid reactor expansion and SMR deployment, reshaping global energy influence.

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Donald Trump and Indonesian President Prabowo Subianto shaking hands at the Sharm El-Sheikh Summit for Peace.

Indonesia’s Minerals Deal: A Strategic Win or a Costly Surrender?

Indonesia’s tariff deal with Washington risks unraveling its hard‑won nickel industrial policy. The agreement lifts U.S. levies but pressures Jakarta to relax export restrictions without securing binding processing or technology commitments. With China dominating refining and EV markets shifting away from nickel, the deal could weaken Indonesia’s leverage unless renegotiated.

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