Paul Triolo

Paul Triolo

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

Trump Increases Tariffs on Steel, Aluminum, Copper
SocialApr 2, 2026

Trump Increases Tariffs on Steel, Aluminum, Copper

Fact Sheet: President Donald J. Trump Strengthens Tariffs on Steel, Aluminum, and Copper Imports – The White House https://t.co/IXDEgVOFVH

By Paul Triolo
White House Tightens Controls on Aluminum, Steel, Copper Imports
SocialApr 2, 2026

White House Tightens Controls on Aluminum, Steel, Copper Imports

Strengthening Actions Taken to Adjust Imports of Aluminum, Steel, and Copper Into the United States – The White House https://t.co/K1KguBjwkT

By Paul Triolo
House Introduces Bill Banning AI Chip Equipment Sales to China
SocialApr 2, 2026

House Introduces Bill Banning AI Chip Equipment Sales to China

Bill to ban sale of key AI chipmaking equipment to China introduced in House https://t.co/ORH3vVpFeH via @nbcnews

By Paul Triolo
Atlanta Man Arrested for Smuggling AI Chips to China
SocialApr 2, 2026

Atlanta Man Arrested for Smuggling AI Chips to China

Atlanta man arrested in scheme to smuggle sensitive AI chips into China, officials say Tiny numbers. Waiting for export control proponents to note that these numbers are small, and GPUs now legal for export... https://t.co/oyOQFBkWWR

By Paul Triolo
Detroit Fears Chinese Low‑cost High‑tech Cars Entering US
SocialApr 2, 2026

Detroit Fears Chinese Low‑cost High‑tech Cars Entering US

Detroit automakers fear an onslaught of low-cost, high-tech Chinese cars if Trump allows them to be built in the US. Not/not "cheap"....affordable... https://t.co/RL6s942EcW

By Paul Triolo
Apple Denies Claim that Asian Supply Chain Drove Success
SocialApr 2, 2026

Apple Denies Claim that Asian Supply Chain Drove Success

Apple at 50: how Asia fuelled its rise to the top In a statement, Apple took issue with this account of its rise. “The entire premise of this story is false and doesn’t reflect how we work with our supply chain...

By Paul Triolo
Japanese Glassmakers Pivot to AI Chip Substrates
SocialApr 2, 2026

Japanese Glassmakers Pivot to AI Chip Substrates

Japan glassmakers Asahi Kasei, AGC retool to ride surging AI chip demand Glass cloth, high-end substrates replace conventional products https://t.co/zHaNaxaWTa via @NikkeiAsia

By Paul Triolo
Meta Launches Elite AI Lab for Recommendation Engine
SocialApr 2, 2026

Meta Launches Elite AI Lab for Recommendation Engine

Meta is assembling an elite new AI lab for its recommendations division https://t.co/iJ8vBnh5Or via @businessinsider

By Paul Triolo
Japan’s Rapidus Targets 1nm Mass Production by 2029
SocialApr 2, 2026

Japan’s Rapidus Targets 1nm Mass Production by 2029

Race to 1nm heats up as chipmakers vie for next frontier Japan’s Rapidus — a state-backed newcomer with no established presence in advanced foundry — is aiming for mass production of 1nm-class technology around 2029. https://t.co/QrlTNnWiOw

By Paul Triolo
Nexchip Seeks Hong Kong IPO to Boost Chip Output
SocialApr 2, 2026

Nexchip Seeks Hong Kong IPO to Boost Chip Output

China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews

By Paul Triolo
Intel Plans Additional Millions for SambaNova Startup
SocialApr 2, 2026

Intel Plans Additional Millions for SambaNova Startup

Exclusive: Intel looks to put millions more into SambaNova startup chaired by CEO Tan https://t.co/nAG4vveO85

By Paul Triolo
Arm to Launch AGI CPU in China, Expects Strong Demand
SocialApr 2, 2026

Arm to Launch AGI CPU in China, Expects Strong Demand

Arm to sell its new AGI CPU in China — 'we would expect the demand for this product to be just as strong in China as it is in the rest of the world' https://t.co/fAW7d3IlBM

By Paul Triolo
Maine to Freeze New Data Centers Amid AI Boom
SocialApr 2, 2026

Maine to Freeze New Data Centers Amid AI Boom

Maine is poised to freeze large data-center construction, which would make it the first state to enact such a measure as communities across the U.S. grapple with fallout from the AI boom https://t.co/aRHZa3rcqL via @WSJ

By Paul Triolo
Chinese Chipmakers Seize Half of Market as Nvidia Wanes
SocialApr 1, 2026

Chinese Chipmakers Seize Half of Market as Nvidia Wanes

Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks Nvidia's share has gone from 95 to basically 0 in the data center, except for legacy GPUs. With H200s on the way, this could change.... https://t.co/KeYmyyAu7C

By Paul Triolo
Missing Trump‑Xi Meeting Fuels Growing Economic Tensions
SocialApr 1, 2026

Missing Trump‑Xi Meeting Fuels Growing Economic Tensions

Every week that passes without a face-to-face meeting between Donald Trump and Xi Jinping gives fresh grievances time to accumulate. That growing list is testing both sides’ ability to keep ties steady between the world’s top economies. https://t.co/o2VydKr70h

By Paul Triolo
China Poised to Weather Hormuz Oil Shutdown
SocialApr 1, 2026

China Poised to Weather Hormuz Oil Shutdown

How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v

By Paul Triolo
Pakistan Enlists China for Iran Talks, Spotlighting Beijing's Sway
SocialApr 1, 2026

Pakistan Enlists China for Iran Talks, Spotlighting Beijing's Sway

Pakistan brings China into Iran mediation, unveils 5-point plan Document highlights Beijing's diplomatic clout; doubts linger about its motives https://t.co/df7SyRHFYz via @NikkeiAsia

By Paul Triolo
Chinese Airlines Raise Fuel Surcharges Amid Iran War Fallout
SocialApr 1, 2026

Chinese Airlines Raise Fuel Surcharges Amid Iran War Fallout

Chinese Airlines to Hike Fuel Surcharges as Iran War Fallout Hits Home - Caixin Global https://t.co/tKHHV7HqD9

By Paul Triolo
China Poised to Capture Market as Iran War Reshapes Trade
SocialApr 1, 2026

China Poised to Capture Market as Iran War Reshapes Trade

Iran war gives Chinese exporters chance to grab global market share Ample oil reserves and renewables growth make manufacturing sector more resilient than rivals https://t.co/Zm287YiQYa via @ft

By Paul Triolo
Long‑term Stability with China Hinges on Rare Earth Access
SocialApr 1, 2026

Long‑term Stability with China Hinges on Rare Earth Access

Stability and continuity with China will require continued access to rare earths and magnets, for at least a decade and beyond...

By Paul Triolo
Guardian AIs May Police Their Own Kind
SocialApr 1, 2026

Guardian AIs May Police Their Own Kind

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue Ironically, the guardian apps are often powered by the same AI models behind products like Claude Code. That raises the question of whether a guardian AI app powered by Anthropic models...

By Paul Triolo
Zhipu's GLM Matches Foreign Chips on Domestic Hardware
SocialApr 1, 2026

Zhipu's GLM Matches Foreign Chips on Domestic Hardware

Zhipu accelerates pivot to domestic chips amid AI boom in China "The deep optimisation has enabled the GLM series ​models to achieve inference efficiency on domestic chips that rivals that of the world's leading ​foreign chips. --Zhang Peng https://t.co/JFivhulfnU

By Paul Triolo
South Korea's March Exports Soar on Semiconductor Surge
SocialApr 1, 2026

South Korea's March Exports Soar on Semiconductor Surge

South Korean exports hit an all-time monthly high in March, government data showed Wednesday, as companies rushed orders for semiconductors due to fears of supply chain disruptions caused by the conflict in the Middle East. https://t.co/5Jqd1ZxnbT via @NikkeiAsia

By Paul Triolo
Shenzhen Launches China’s First 10,000‑card AI Supercomputer
SocialApr 1, 2026

Shenzhen Launches China’s First 10,000‑card AI Supercomputer

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech https://t.co/RqgqZdNH6B via @scmpnews

By Paul Triolo
CPU Supply Crunch Hits PC and Server Manufacturers
SocialApr 1, 2026

CPU Supply Crunch Hits PC and Server Manufacturers

Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://t.co/sMgQY3kMbL

By Paul Triolo
Iran Conflict and AI Surge Drive Tech Cost Hikes
SocialApr 1, 2026

Iran Conflict and AI Surge Drive Tech Cost Hikes

'No escape': Iran war and AI boom push up costs across the tech industry https://t.co/YSoH5JVRZo

By Paul Triolo
Arm Launches First In‑house Chip in China, Expects Strong Demand
SocialMar 31, 2026

Arm Launches First In‑house Chip in China, Expects Strong Demand

UK chip giant Arm to sell its first in-house chip in China ... we would expect the demand for this product to be just as strong in China as it is in the rest of the world.... Yup.... https://t.co/jHDazUTU3m

By Paul Triolo
Japan, France Eye Rare‑earth Pact, but Production Needed
SocialMar 31, 2026

Japan, France Eye Rare‑earth Pact, but Production Needed

Japan, France mull rare earths deal to cut China reliance A deal won't cut anything, only actual production of qualified materials and end products like magnets, at cost and scale.... https://t.co/IQ6N5twHWN

By Paul Triolo
OpenAI Secures $122B, Sets Record Funding Round
SocialMar 31, 2026

OpenAI Secures $122B, Sets Record Funding Round

OpenAI completed the largest funding round in Silicon Valley history, raising $122 billion ahead of a blockbuster IPO expected by the end of the year https://t.co/jq6mF0qHvN via @WSJ

By Paul Triolo
Shanghai AI Labs Launches QuantumBit AGI Innovation Hub
SocialMar 31, 2026

Shanghai AI Labs Launches QuantumBit AGI Innovation Hub

Big....Shanghai AI Labs launched the "AGI4S Mount Everest Project" to build China's scientific and intelligent innovation hub – QuantumBit. https://t.co/qi0ntDOXo7

By Paul Triolo
China Ships Diesel to Southeast Asia Despite Curbs
SocialMar 31, 2026

China Ships Diesel to Southeast Asia Despite Curbs

China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc

By Paul Triolo
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
SocialMar 31, 2026

Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia

No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...

By Paul Triolo
Insights on Managing China’s Rare Earth Export Controls
SocialMar 31, 2026

Insights on Managing China’s Rare Earth Export Controls

China's Rare Earth Export Controls Commentary from @Camrjohnson and @pstAsiatech ...excellent comments from Cameron here on navigating China's Rare earth controls...... https://t.co/Ue3q820lYO

By Paul Triolo
China Denies Energy Bans, Neighbors Left Out
SocialMar 31, 2026

China Denies Energy Bans, Neighbors Left Out

From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported ‌by Reuters and others as it focuses...

By Paul Triolo
China Greets EU Lawmakers, Aims to Mend Strained Ties
SocialMar 31, 2026

China Greets EU Lawmakers, Aims to Mend Strained Ties

China welcomes EU lawmakers' first visit in 8 years as chance to steady strained ties https://t.co/MvadiOAS0R

By Paul Triolo
US Blocks Chinese EVs From Canada Despite Tariff Cut
SocialMar 31, 2026

US Blocks Chinese EVs From Canada Despite Tariff Cut

US won’t allow Chinese EVs from Canada to enter its market, President Donald Trump’s ambassador in Ottawa said, after a January deal in which Prime Minister Mark Carney lowered tariffs on those vehicles Huh?https://t.co/vBvBuGKGqK

By Paul Triolo
Iran Oil Crisis Fuels BYD’s Overseas EV Surge
SocialMar 31, 2026

Iran Oil Crisis Fuels BYD’s Overseas EV Surge

BYD hails windfall as Iran oil crisis supercharges Chinese EV outlook Wang Chuanfu predicts 'another level' of overseas sales, lifting goal by 15%: sources Suddenly, fears of "overcapacity" see very very out of touch with reality... https://t.co/of19SiqP3d via @NikkeiAsia

By Paul Triolo
GalaxySpace Launches IPO, Leveraging Veteran Aerospace Talent
SocialMar 31, 2026

GalaxySpace Launches IPO, Leveraging Veteran Aerospace Talent

Chinese Satellite Startup GalaxySpace Kicks Off IPO The company’s core engineering team includes veterans from major state-backed aerospace institutions, including units under China Aerospace Science and Technology Corp. and China Aerospace Science and Industry Corp. Its business spans satellite mobile...

By Paul Triolo
US Senators Push Taiwan to Boost $40B Defense Budget
SocialMar 31, 2026

US Senators Push Taiwan to Boost $40B Defense Budget

U.S. Senators Press Taiwan to Raise Military Spending, as China Protests Senators urged Taiwan to break an impasse over a $40 billion budget proposal, highlighting concerns in Washington about the threat from China. $40 billion will not fly.... https://t.co/1V1zb5xbV1

By Paul Triolo
China Poised to Lead as US Credibility Erodes
SocialMar 31, 2026

China Poised to Lead as US Credibility Erodes

A blueprint for Chinese global leadership With the US destroying its own credibility, the opportunity is Beijing’s for the taking https://t.co/AZmq1LQ7j4 via @ft

By Paul Triolo
OpenClaw Hype Pushes AI Toward Real‑work Execution
SocialMar 30, 2026

OpenClaw Hype Pushes AI Toward Real‑work Execution

OpenClaw Craze Is Driving Next Phase of AI Development, Insiders Say Users now expect large language models to execute actual work rather than simply engaging in conversations, says Zhang Peng, chief executive officer of Zhipu AI... https://t.co/Bw9e7YzQZm

By Paul Triolo
America Divided on Taiwan: Elite Consensus Questioned
SocialMar 30, 2026

America Divided on Taiwan: Elite Consensus Questioned

Ryan Hass On Taiwan: Is America dividing on Taiwan — And implications for Taiwan Is the "elite consensus" accurate? https://t.co/DyOQZXZLmE

By Paul Triolo
Big Tech Bets on Renewables, Batteries, Nuclear for AI
SocialMar 30, 2026

Big Tech Bets on Renewables, Batteries, Nuclear for AI

Big Tech Schools Big Energy on Powering AI The Silicon Valley bosses actually funding these projects want to hedge their bets with renewable energy, batteries and nuclear power. https://t.co/fXtxkX51rC

By Paul Triolo
Rising Fuel Costs Spark Chinese EV Surge, Boosting Makers
SocialMar 29, 2026

Rising Fuel Costs Spark Chinese EV Surge, Boosting Makers

Pain at the pump fuels EV rush in China, driving a timely boost for carmakers No, "overcapacity", no.... https://t.co/7NrecJlogO

By Paul Triolo
China Builds Hypersonic Design Software in a Week
SocialMar 29, 2026

China Builds Hypersonic Design Software in a Week

From years to a week: China’s superfast software for hypersonic weapon design No genAI needed.... https://t.co/6v22I9RBWM

By Paul Triolo
Earendil Labs Secures $787M to Accelerate AI Biologics
SocialMar 28, 2026

Earendil Labs Secures $787M to Accelerate AI Biologics

Earendil Labs Announces $787 Million in Financing to Scale AI-Driven Biologics Discovery and Development Who is winning AI race again? https://t.co/ZW4S2zUGkS

By Paul Triolo
Midjourney's Profitability Faces Google Rivalry and VC Pressure
SocialMar 27, 2026

Midjourney's Profitability Faces Google Rivalry and VC Pressure

Midjourney Is Profitable and Chasing Hardware Dreams. But Can It Survive Google? The competition around founder David Holz has intensified, and his plans greatly exceed his initial creation, an AI image-making tool beloved by artists. He may even have to do...

By Paul Triolo
House Pushes Contested Chip Export Controls to Curb AI Smuggling
SocialMar 27, 2026

House Pushes Contested Chip Export Controls to Curb AI Smuggling

House panel advanced legislation that would require the Commerce Department to demand chipmakers do more to keep AI tech from being smuggled to China Despite incessant cheerleading from some quarters, members understand the many problems with this bill... https://t.co/kBjLLxHfN9

By Paul Triolo
China’s Research Surge Threatens U.S. Scientific Dominance
SocialMar 27, 2026

China’s Research Surge Threatens U.S. Scientific Dominance

The Shocking Speed of China’s Scientific Rise When will Chinese research pull ahead of the U.S.’s? https://t.co/BBemz3lomx

By Paul Triolo