AI Is No Longer Just Chips: Washington Received 78 "Full-Stack Export" Applications — Will Taiwan Be a Core Partner or Just the Contract Manufacturer?
The U.S. Department of Commerce has received 78 full-stack AI export proposals. The unit of competition has shifted from a single chip or a single server to a complete package of hardware, data, models, cybersecurity, financing and industry applications. Taiwan's hardware edge still matters, but without a seat at the customer interface, in-field integration and long-term operations, the busiest player in the room will not necessarily capture the most value.
Is Beijing Building Its Own AI Wall? China Is Reportedly Weighing Limits on Models, Data and Chip Technology — Taiwan Should Not Rush to Score It as a Win
China's regulators are reported to be discussing restrictions on overseas access to its most advanced AI models. The policy options under discussion may also touch training data and chip design. As of 23 July, there is no formal rule, threshold or effective date. What actually needs preparing for is not a guess about when Beijing will shut the door, but pulling apart model weights, APIs, data and foundry manufacturing so there is room to substitute under different policy scenarios.
The Submarine Cable in the Sky: When the Line Is Cut, Who Keeps Taiwan Connected to the World
A submarine cable can be severed by a single ship dragging its anchor — so what is the backup? Low-earth-orbit satellites are Taiwan's last lifeline when the lines go dead. But should this line in the sky be woven by Taiwan itself, or rented from someone else? When Ukraine's drone boats lost contact and ran aground because of one decision by Elon Musk, Taiwan learned: true sovereignty is not about whether you have a satellite — it is about who holds the switch.