Paul Triolo

Paul Triolo

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Tech policy analyst focused on China/Asia; posts on semis and policy impacts on equities

JPMorgan Bans Hong Kong Staff From Anthropic AI
SocialJun 18, 2026

JPMorgan Bans Hong Kong Staff From Anthropic AI

JPMorgan Chase has stopped its staff in Hong Kong from accessing Anthropic’s AI models, following a similar move by rival Goldman Sachs in a sign of the intense scrutiny on the technology’s use outside the US. https://t.co/FPksn35LXb

By Paul Triolo
G7 Caps Critical Mineral Imports at 60% by 2030
SocialJun 18, 2026

G7 Caps Critical Mineral Imports at 60% by 2030

G7 countries have agreed that no single country should supply more than 60% of their imports of critical minerals by 2030 in a effort to reduce their reliance on China Japan already there, after 15 years of real strategy and...

By Paul Triolo
China’s AI‑enhanced Engines Eclipse Japan’s Lead
SocialJun 18, 2026

China’s AI‑enhanced Engines Eclipse Japan’s Lead

#ChinaAIDiffusioWatch China automakers leap forward in internal combustion engine tech Japan's lead in arena eroded by highly fuel-efficient motors that use AI https://t.co/2aj4nJe5Am via @NikkeiAsia

By Paul Triolo
Taiwan President Trusts Trump to Greenlight $14B Arms Deal
SocialJun 18, 2026

Taiwan President Trusts Trump to Greenlight $14B Arms Deal

Taiwan’s President Says He Trusts Trump to Approve Arms Sales President Lai Ching-te made the hopeful remarks after Mr. Trump suggested that he could use a proposed $14 billion arms package for Taiwan as leverage with Beijing. https://t.co/I6iPulab9G

By Paul Triolo
Bosch Fined $36 Million for Illegal Huawei Shipments
SocialJun 17, 2026

Bosch Fined $36 Million for Illegal Huawei Shipments

Robert Bosch GmbH (Bosch) To Pay $36 Million Penalty to BIS for Violations Pertaining to Shipments to Huawei https://t.co/NU1OG38hzy https://t.co/vT43aKoys3

By Paul Triolo
Samsung Reports Surge in Chip Orders From BYD, Google, AMD
SocialJun 17, 2026

Samsung Reports Surge in Chip Orders From BYD, Google, AMD

Samsung sees rising chip production requests from BYD, Google, AMD: sources Yes BYD, the company indirectly, vaguely, somehow but who really knows how linked to the China military... https://t.co/rtXhSXPHXn

By Paul Triolo
US Commerce Secretary Demands Permission for Anthropic's Foreign AI Access
SocialJun 16, 2026

US Commerce Secretary Demands Permission for Anthropic's Foreign AI Access

US Commerce Secretary Howard Lutnick warned Anthropic in a letter last week that it would need government permission to grant foreign nationals access to its most advanced AI models. https://t.co/RIPMVmZips

By Paul Triolo
White House Limits Anthropic Exports over Chinese Access Concerns
SocialJun 16, 2026

White House Limits Anthropic Exports over Chinese Access Concerns

White House’s export limits on Anthropic linked to concerns about Chinese access It’s unclear how the White House learned of the issue, which organization accessed the model, and how it gained access to Mythos. Color me skeptical....a little too convenient... https://t.co/SXoNwarzO9

By Paul Triolo
Federal Ban on Hostile Car Software Has Critical Gaps
SocialJun 16, 2026

Federal Ban on Hostile Car Software Has Critical Gaps

A federal push to keep adversary-linked software out of smart vehicles on U.S. roads has ‘meaningful gaps,’ cybersecurity experts say "experts"....there are many ways to secure smart vehicles...millions of Teslas in China... https://t.co/w50JycKsdG via @WSJ

By Paul Triolo
AI Surge Cripples Supply of Tiny MLCC Capacitors
SocialJun 15, 2026

AI Surge Cripples Supply of Tiny MLCC Capacitors

The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck An AI server needs up to 28,000 MLCCs per unit, a 13-fold increase from a standard set-up, according to China Securities. Uhoh, another real "chokepoint" technology.... https://t.co/UcnuYCgYpa

By Paul Triolo
China Bans Infineon, Boosting Domestic GaN Stocks
SocialJun 15, 2026

China Bans Infineon, Boosting Domestic GaN Stocks

China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May https://t.co/n1Mci3gtlf via @scmpnews

By Paul Triolo
Nvidia Gains Ground in AI Inference Chip Market
SocialJun 15, 2026

Nvidia Gains Ground in AI Inference Chip Market

Nvidia’s Share of AI Inference Chip Market Appears to Be Rising — The Information https://t.co/qOSPiKRic7

By Paul Triolo
Xiaomi Turns Inference Speed Into Competitive Moat
SocialJun 15, 2026

Xiaomi Turns Inference Speed Into Competitive Moat

Xiaomi’s MiMo-V2.5-Pro-UltraSpeed release is easy to dismiss as another Chinese AI benchmark claim. It is more interesting than that...key story is not just a 1T-parameter model hitting 1000+ tokens/sec. It is Xiaomi trying to turn inference speed into a product...

By Paul Triolo
Society Won’t Accept AI Power Concentrated in Few Models
SocialJun 14, 2026

Society Won’t Accept AI Power Concentrated in Few Models

"The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see. If all the value is accrued by only a few models, the...

By Paul Triolo
Paul Triolo | Pulse