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description=The Taiwan Strait: military balance, semiconductor exposure, and great power confrontation at the most consequential flashpoint in the world. Analysis, intelligence, and strategic coverage from both sides of 110 miles of water.;

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Text of the page (random words):
taiwan strait taiwan strait sponsored post about contact rss sitemap archive taiwan strait recent posts china and indonesia navy drill east of taiwan a passing exercise sold as jurisdiction china s ministry of national defense announced on tuesday that the type 054a frigate honghe will conduct a joint navigation exercise with an indonesian navy frigate in waters east of taiwan in mid august the stated content of the exercise is communications drills and underway replenishment no dates no coordinates no route on the military ledger that is close to nothing two frigates steaming in company passing signals practising a replenishment approach junior officer work the honghe entered service in 2022 with the eastern theater command and the 054a is the most numerous frigate in the pla navy which is to say beijing did not send anything it considers precious read more china july exports rise 23 9 as semiconductor shipments nearly double in value terms china s july customs data arrived on friday with the headline pointing one way and the composition pointing somewhere considerably more interesting exports rose 23 9 year on year in dollar terms to 397 85 billion beating the 22 2 consensus in the reuters poll and the 22 88 figure from the wind survey but decelerating from june s 27 imports climbed 27 5 to 285 35 billion slower than june s 36 jump and broadly in line with what economists expected the surplus narrowed to 112 5 billion from 125 62 billion read more beijing s duv milestone and what it actually buys the pla s chip supply chain a chinese state backed company has begun manufacturing deep ultraviolet lithography machines according to reporting that moved equipment stocks across three continents inside a single trading day the market read it as a threat to a dutch monopoly the more consequential question is narrower and less commercial what does a domestic 193 nanometer tool change about the people s liberation army s access to the silicon it needs and on what timeline the capability being replaced was never the binding constraint deep ultraviolet lithography is not the technology the export control regime was built to withhold extreme ultraviolet is chinese foundries reached 7 nanometer class logic using immersion duv and aggressive multipatterning at yields and costs that were poor but not prohibitive for strategically prioritized output the tools that made that possible were legally imported before the controls tightened and a substantial installed base sits inside china today read more pla air activity around taiwan halved in the first half of 2026 taiwan s ministry of national defense has published a daily count of detected pla aircraft naval vessels and government ships every morning since 2020 it is the most consistently maintained open source series in the indo pacific and for four years it moved in one direction summed across the first six months of 2026 the fighter component comes to 1 334 sorties less than half the figure for the same period in 2025 and the lowest operational tempo since 2023 read more china s maritime militia buildup north of taiwan signals a new testing phase beijing s use of civilian fishing vessels as a quasi military instrument is not new but the scale of recent activity in the waters north of taiwan has moved the people s armed forces maritime militia pafmm from a nuisance force into something closer to a strategic asset under active development the clearest signal came earlier this year when remote sensing analysis detected more than a thousand chinese flagged fishing vessels converging into tight linear formations in the east china sea the pattern first appeared over christmas with roughly 1 700 boats arranging themselves into adjacent l shaped lines off the coast near ningbo it recurred in early january this time holding position for more than 30 hours and stretching across roughly 200 miles of open water a third even larger muster reportedly approached 2 000 vessels read more taiwan s eu office rejects beijing s belgium facebook claim repetition is not sovereignty the contest over taiwan s status is now being fought on facebook and that tells you something about where beijing s leverage actually runs out on friday the chinese embassy in belgium posted to social media asserting that taiwan is part of the people s republic of china and urging the belgian public to back that position on saturday taiwan s representative office to the european union and belgium answered and it did so in five languages mandarin english dutch french and german the reply was a single sentence sharpened to a point repeating a narrative does not make it a fact read more taiwan opens an intelligence tip website for disaffected chinese nationals running beijing s reporting portal playbook in reverse taiwan s national security bureau went live on sunday with a website inviting chinese nationals to pass intelligence to taipei framing the channel as a secure outlet for what it describes as a growing pool of mainlanders fed up with the system the pitch is unusually candid for a counterintelligence agency the stated aim is to expand the bureau s range of intelligence sources and the bureau called on chinese citizens at home or abroad to come forward and make changes with courage for a service whose entire premise is discretion advertising the sourcing operation in public is itself the message read more taiwan fires himars into the taiwan strait for the first time west coast live fire drills target the pla invasion corridor taiwan s army has crossed a symbolic and operational threshold on june 10 2026 it conducted its first ever live fire exercise with us supplied himars launchers on the island s western shoreline sending rockets directly into the taiwan strait from taichung every previous himars firing including the system s taiwan debut in 2025 took place on the pacific facing east coast safely pointed away from the mainland this time the precision rockets flew toward china read more lai ching te wants taiwan to become asia s nasdaq the taiwan strait is the catch president lai ching te used a televised interview that aired friday night to restate one of his administration s more ambitious economic goals turning taiwan s capital market into the asian equivalent of the nasdaq a place where startups from anywhere in the world come to raise money and plug into the island s hardware supply chain he argued taiwan is better positioned to win that race than south korea japan singapore china or hong kong pointing to the local market s status as the world s fifth largest by value its deep liquidity and what he called the most comprehensive ai ecosystem on the planet read more the iran mou s real audience is beijing deterrence is not a bilateral relationship every negotiation washington conducts with an adversary under pressure is watched by every other adversary under pressure and the conclusions drawn in those watching capitals shape decisions that have nothing to do with the original file the framework emerging from the us iran nuclear talks is a nuclear agreement in name in beijing s strategic calculus it is a data point about american willingness to accept suboptimal outcomes when the cost of holding firm becomes politically visible read more more did trump sell out taiwan in beijing shield ai and thunder tiger to integrate hivemind autonomy across taiwan s unmanned systems gigabyte s computex 2026 showcase signals taiwan s pivot to ai infrastructure export taiwan claims 16 awards at 2026 edison awards all posts media partners media presser policy maker opinion osint k4i taiwan strait 2026