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Kanal postlari
🇹🇼 Mortgage curbs hit Taiwan buyers
Taiwan’s tighter home-loan rules are slowing purchases in Taipei and other urban markets, with longer bank screening times and stricter credit conditions weighing on mortgage-dependent households. Nikkei Asia reported that middle-class buyers are being squeezed while cash-rich purchasers remain more able to acquire high-priced properties.
The restrictions were introduced to cool an overheated property market, but their immediate effect has been uneven across buyer groups. That leaves owner-occupiers and salaried households facing tighter access to financing, while buyers with substantial liquidity are less exposed, reinforcing a structural divide in Taiwan’s housing market.
If sustained, the curbs may suppress transaction volumes more than high-end demand. The near-term pressure appears concentrated on financed buyers rather than cash purchasers.
#Taiwan
@asianomics
| 2 | 🇨🇳 China Equity Derivatives Gain Interest
Demand for China-linked equity derivatives has risen as investors seek to diversify away from crowded AI trades in Japan and South Korea, with banks including Barclays and UBS reporting stronger interest in bullish positions tied to CSI index call options and swaps. UBS said the largest derivatives flow in Asia during the week of Aug. 30 was into long China CSI trades, focused on the CSI 300 and CSI 500.
The shift comes as technology gains a larger weighting in major mainland indices and Beijing’s push for tech self-reliance draws more investor attention. BNP Paribas and Bank of America cited capital market reforms, progress in domestic technology, and improving earnings prospects in hardware as supportive factors for Chinese equities, particularly in small and mid-cap segments.
Caution remains over China’s economic outlook and the scale of policy support. The CSI 1000 has rebounded after its largest monthly drop since 2016 in July, but remains 16% below its May peak.
#China #Japan #SouthKorea
@asianomics | 79 |
| 3 | 🇯🇵🇹🇭 Kumamoto Eyes Thailand Flights
Kumamoto Airport in southwestern Japan plans to launch passenger flights to Thailand within about three years, as Nikkei Asia reported. The airport is also expanding international cargo operations to serve rising industrial demand linked to local semiconductor and electronics production.
The push is tied to growing traffic around Kumamoto following major investments by TSMC and Sony in the prefecture. New overseas links would deepen the region’s integration into Asian supply chains while supporting both business travel and freight flows from a manufacturing hub that has gained strategic weight in Japan’s chip sector.
The plan points to broader infrastructure adjustment around Kyushu’s industrial buildout. Air connectivity is being positioned as a supporting asset for export logistics and regional investment absorption.
#Japan #Thailand
@asianomics | 84 |
| 4 | 🇨🇳 China taps iron waste reserves
China has begun extracting iron from tailings and low-grade ore on an industrial scale, according to South China Morning Post. The process could unlock domestic iron resources sufficient to meet demand for decades and reduce reliance on imported ore.
The development targets material long treated as mining waste, converting low-value deposits into usable feedstock for China’s steel supply chain. For China, the move carries strategic weight because iron ore imports remain a major external dependency in a sector central to construction, manufacturing, and heavy industry.
If scaled further, the process could improve resource security and lower exposure to overseas supply disruptions. It also expands the economic value of existing mine sites and tailings stockpiles.
#China
@asianomics | 156 |
| 5 | 🇨🇳 Huawei Updates Chip Power Claims
Huawei semiconductor chief He Tingbo on Sept. 4 published an updated paper on ChinaXiv detailing measured results for the Kirin 2026 chip, responding to scrutiny over power use and heat. The paper says transistor density rose 55%, while power consumption at the same performance level fell 66% for NPU, 58% for GPU, and 41% for CPU performance cores.
The update focuses on logic folding, which Huawei says reduces energy use by shortening on-chip signal paths through vertical interconnects rather than longer planar routing. Huawei first proposed the “Tao law” in May as a path beyond conventional geometric scaling, as the semiconductor sector faces tighter physical limits, higher technical barriers, and rising costs.
The paper also states that stacked chips are not inherently more power-efficient, and that the gains in Huawei’s test chip came from using performance and latency headroom to reduce voltage and power. Broader competitive impact depends on whether the wider supply chain, including EDA and packaging, can support the approach.
#China
@asianomics | 166 |
| 6 | 🇨🇳 CXMT Reaches 10% DRAM Share
China’s CXMT raised its global DRAM revenue share to 10% in Q2 2026, up from 4% a year earlier, ranking fourth worldwide, according to data released by Counterpoint Research. The company narrowed the gap with Samsung, SK Hynix, and Micron, while reporting that first-half revenue rose 873.64% year on year to 150.31 billion yuan and net profit reached 77.61 billion yuan after returning to profitability.
In the same quarter, Samsung’s share rose from 33% to 38%, SK Hynix fell from 39% to 25%, and Micron increased from 22% to 24%. CXMT’s gains were linked to stronger memory demand from global AI infrastructure buildout, which tightened supply, lifted prices, and improved conditions across the DRAM market.
As a general-purpose DRAM supplier, CXMT is also expanding capacity and advancing R&D in HBM and other higher-end memory products to improve its position in the premium segment.
#China
@asianomics | 177 |
| 7 | 🇹🇼 Taiwan defense institute hacked
Taiwan’s National Chung-Shan Institute of Science and Technology said its procurement platform in Taiwan was breached after a hidden scheduling management interface was cracked by an overseas IP, triggering the resend of more than 200 expired procurement notices to vendors on August 28. The institute later acknowledged the intrusion after initially attributing the incident to an internal AI cybersecurity testing agent.
The case marks the first reported overseas hacker intrusion disclosed by the institute, which is responsible for weapons R&D and production including Hsiung Feng, Tien Kung and Tien Chien missile systems, the IDF fighter, unmanned platforms, and AI-related programs. Taiwan’s digital authorities reportedly classified the incident as an external brute-force compromise, while the hidden admin interface left by the original system developer raised questions over vendor management and cyber controls around a key defense procurement node.
The institute said it will pursue accountability for management failures and implement corrective measures, while Defense Minister Wellington Koo said standard operating procedures would be required. The investigation is also focused on whether any sensitive data was exposed.
#Taiwan
@asianomics | 188 |
| 8 | 🇨🇳🇹🇼 Taiwan Visits to Mainland Rise
China’s state-run People’s Daily said on Sept. 6 that travel by Taiwan residents to the mainland reached 2.85 million trips in the first half of 2026, up 24.9% year on year. The article also accused Taiwan’s government of distorting cross-strait issues and criticized official warnings over risks tied to travel to mainland China.
The report was framed around a dispute over new mainland exit-entry rules due to take effect on Sept. 15. Beijing’s media said Taiwan’s Mainland Affairs Council was mischaracterizing the regulations and discouraging exchanges, while Taipei has said the rules are vague and could arbitrarily restrict departures, urging residents to assess risks before travel.
The figures add to a wider political contest over control of the cross-strait narrative, with people-to-people links remaining active despite sharper official tensions.
#China #Taiwan
@asianomics | 211 |
| 9 | 🇹🇼🇨🇳 Lai Challenges UN 2758 Use
Taiwan President Lai Ching-te said on Saturday that Beijing has misused UN General Assembly Resolution 2758 and urged Taiwan’s legal community to speak up internationally. Speaking at a lawyers’ association dinner in Taiwan, he argued the resolution addressed China’s representation at the UN, not Taiwan’s status.
Resolution 2758 recognized the People’s Republic of China as the only legitimate representative of China at the UN and removed representatives of Chiang Kai-shek from related UN seats. Beijing’s foreign ministry said in a September 2025 position paper that the resolution fully resolved the question of China’s representation, including Taiwan, and warned that challenges to that interpretation undermine China’s sovereignty, territorial integrity, and the postwar international order.
The exchange adds to the legal-diplomatic contest over how Taiwan’s international status is framed in multilateral institutions. It also signals continued effort by Taipei to contest Beijing’s interpretation through non-government legal and international advocacy channels.
#Taiwan #China
@asianomics | 218 |
| 10 | 🇨🇳 Li Xi Inspects Guizhou
Chinese Politburo Standing Committee member and Central Commission for Discipline Inspection chief Li Xi visited Guizhou from September 1 to 3, calling for deeper enforcement of strict party governance and anti-corruption work, according to state media reporting. During the trip, he toured sites in Zunyi and Guiyang, including a village agricultural base, a China Telecom cloud data center, and a district procuratorate, while soliciting views on discipline, corruption, and public complaints.
Li said discipline inspection bodies should implement the outcomes of the party's fifth and sixth plenary sessions of the CCDI, advance the "three transformations" campaign on standardization, legalization, and regularization, and strengthen political supervision ahead of leadership reshuffles. He also called for sustained enforcement of the central eight-point austerity rules, tighter oversight of power allocation and operation, and continued pressure on grassroots corruption and misconduct affecting livelihoods.
The visit extends Beijing's emphasis on embedding anti-corruption enforcement into local governance, public grievance handling, and cadre discipline. It also links party rectification work to leadership transition management and institutional supervision capacity.
#China
@asianomics | 375 |
| 11 | 🇰🇵🇺🇳 North Korea plans U.N. appearance
North Korea is expected to send a vice minister-level official to the U.N. General Assembly in New York this month, with Vice Foreign Minister Kim Son-gyong likely to deliver the speech, according to diplomatic sources. The U.N. speaker list shows a North Korean vice minister scheduled to address the assembly on Sept. 28, the final day of the high-level segment.
The 81st U.N. General Assembly general debate is set for Sept. 22-26 and Sept. 28. Kim, who handles international organizations, also led Pyongyang's delegation last year, its first vice minister-level participation in seven years after 2019-2024 speeches were delivered instead by North Korea's U.N. ambassador following the collapse of the 2019 Hanoi summit.
The speech will be watched for Pyongyang's messaging as U.S. President Donald Trump has recently signaled willingness to meet Kim Jong-un. It would also sustain North Korea's return to higher-level representation at the U.N.
#NorthKorea #UnitedStates
@asianomics | 346 |
| 12 | 🇰🇷🇺🇸 Seoul Seeks US Tariff Relief
South Korea’s industry minister Kim Jung-kwan urged the US to ease tariffs on steel mill equipment and materials needed for a US$5.8 billion project in Louisiana, during a meeting with Gov. Jeff Landry ahead of the Hyundai-POSCO plant groundbreaking. The ministry said the request concerned hard-to-source imports for Hyundai-POSCO Louisiana Steel LLC, which will begin construction in the fourth quarter.
The project is a joint venture involving Hyundai Steel, Hyundai Motor, Kia and POSCO, and forms part of Hyundai Motor Group’s broader US$26 billion US investment plan. The plant is designed to produce 2.7 million tons of hot-rolled, cold-rolled and galvanized steel annually, becoming the first US electric arc furnace-based mill dedicated to automotive steel production, while operating under a US trade environment shaped by Section 232 tariffs.
The mill is expected to start commercial production in 2029 and supply automotive steel to plants in the southern US and Mexico, including Hyundai and Kia facilities. Hyundai Steel says the production process will cut carbon emissions by about 70% versus conventional blast-furnace output.
#SouthKorea #UnitedStates
@asianomics | 302 |
| 13 | 🇮🇳🇯🇵 India-Japan Talent Exchange Expands
India and Japan are deepening labour and skills cooperation as Tokyo seeks younger workers and New Delhi looks for advanced technical training and industrial expertise. The South China Morning Post reported that the two sides are pairing Indian manpower with Japanese know-how, including plans for a talent exchange that could reach 500,000 people.
The arrangement fits broader India-Japan alignment beyond labour mobility, with cooperation already extending into strategic technologies and industrial capacity. For Japan, the push addresses demographic decline and workforce shortages; for India, it offers access to training, higher-value employment pathways, and closer integration with a major Asian economy.
The exchange adds an economic pillar to a relationship that is increasingly structured around long-term capability sharing. It also gives both sides a practical channel to convert strategic ties into workforce and industrial outcomes.
#India #Japan
@asianomics | 295 |
| 14 | 🇺🇸🇨🇳 US, China Commanders Hold First Meeting
US Pacific commander Samuel Paparo and PLA Eastern Theater commander Yang Zhibin held their first bilateral meeting in Victoria, Canada on the sidelines of the 2026 Asia-Pacific Chiefs of Defense conference, where they discussed keeping military communication channels open to reduce the risk of miscalculation. The two sides also exchanged views on ensuring safe and professional conduct between their forces.
The conference was held from August 31 to September 2 and brought together defense chiefs and senior officers from 29 countries and regions. Yang led a Chinese delegation and presented Beijing’s position on regional peace and stability while proposing stronger defense exchanges; Paparo separately stressed the importance of bilateral and multilateral ties for regional security and held talks with multiple counterparts.
The meeting follows the gradual restoration of US-China military contacts after dialogue froze following Nancy Pelosi’s 2022 Taiwan visit and resumed after the Biden-Xi summit in late 2023. It adds another senior-level channel between the two militaries as both sides seek to manage operational risk.
#USA #China #Canada
@asianomics | 266 |
| 15 | 🇨🇳🇭🇰 Moonshot Eyes Hong Kong IPO
China AI startup Moonshot AI, based in Beijing, is reportedly seeking a Hong Kong listing as early as this year and could raise $3 billion to $5 billion. Bloomberg reported the company has hired Bank of America as overall coordinator and has confidentially submitted its IPO application, with CICC, Deutsche Bank, and Goldman Sachs acting as sponsors.
According to Reuters and Chinese tech outlet LatePost, the company this week filed a confidential A1 application with the Hong Kong Stock Exchange, formally starting the main-board IPO process. The deal would rank among the larger AI-related equity offerings from China, pointing to continued use of Hong Kong as a fundraising venue for Chinese technology firms despite ongoing market and regulatory pressures.
Discussions are still ongoing, and the fundraising size and timing may change before launch. If completed this year, the listing would add momentum to Hong Kong's late-stage tech IPO pipeline.
#China #HongKong
@asianomics | 255 |
| 16 | 🇨🇳 DeepSeek Plans Huawei Chip Buildout
Bloomberg reported that Chinese AI startup DeepSeek plans to deploy at least 160,000 Huawei high-end accelerator chips at a data center in Inner Mongolia. The company intends to run its models on Huawei’s new Ascend 950DT chips, although the rollout schedule depends on Huawei’s manufacturing capacity.
One source said the Ascend 950DT was designed for model training, but DeepSeek does not currently plan to use it for that purpose at this site. DeepSeek has previously used Huawei AI chips to train earlier models, but has mainly relied on Nvidia accelerators; Huawei is also constrained by shortages of high-end memory and other components, with 950DT output this year estimated at only several hundred thousand units.
The report said fulfilling DeepSeek’s full order could take more than a year, while the Inner Mongolia facility would become a key base for its AI expansion if completed on schedule. DeepSeek is also in financing talks worth billions of dollars to expand infrastructure.
#China
@asianomics | 276 |
| 17 | 🇨🇳🇭🇰 New Rail Link Extends Northbound Access
China has opened a new high-speed rail corridor linking Hong Kong more directly with Beijing and central provinces, completing a major north-south transport artery aimed at faster passenger and economic flows. The route, bolsters links between southern commercial hubs and northern megacities through the national high-speed rail network.
The line adds to Beijing’s broader push to deepen integration between Hong Kong and the mainland economy, including with the Greater Bay Area and inland growth centres. It also fits a wider infrastructure drive focused on strategic transport corridors as China faces weaker investment momentum and seeks stronger interregional connectivity.
For Hong Kong, the corridor expands overland access to the political capital and the central heartland. It further embeds the city within mainland transport and economic networks.
#China #HongKong
@asianomics | 286 |
| 18 | 🇹🇼 Opposition Rift Hits Taiwan Race
Taiwan’s two main opposition parties, the KMT and TPP, are split over candidate selection for the mayoral race in Hsinchu, a political dispute threatening their broader alliance ahead of the 2028 presidential election. The contest centres on a key tech hub where both parties see strategic value and electoral leverage.
The dispute follows the collapse of opposition coordination in Taiwan’s 2024 presidential race, when the KMT and TPP failed to unite behind a joint ticket. A renewed split in Hsinchu risks spilling into other local battlegrounds, complicating efforts to consolidate anti-DPP votes and weakening the opposition’s path to a viable national coalition.
The mayoral race is emerging as an early test of whether the KMT and TPP can build durable electoral cooperation before 2028. A prolonged standoff would raise the cost of future seat-sharing talks.
#Taiwan
@asianomics | 294 |
| 19 | 🇯🇵🇺🇸 Japan, US Advance Trade Coordination
Japan and the US will move forward with cooperation under a US$550 billion trade deal, with Trade and Industry Minister Ryosei Akazawa saying in Japan that Washington will not impose higher tariffs on Japanese goods. Akazawa also said the two sides will reinforce supply chains for critical minerals, according to the agreement outlined here.
The arrangement links trade coordination with industrial resilience, particularly in sectors exposed to supply chain concentration and strategic resource risk. For Tokyo, confirmation that additional US tariffs are not planned reduces near-term pressure on exports while aligning bilateral economic policy more closely with wider US efforts to secure critical inputs.
The next phase will center on implementation of the trade package and supply chain measures. Critical minerals cooperation remains a key operational component of the broader economic relationship.
#Japan #USA
@asianomics | 6 387 |
| 20 | 🇰🇷🇺🇸 Seoul Reviews Hormuz Deployment
South Korea’s presidential office said no final decision has been made on sending military forces to the Strait of Hormuz, with a review still under way in Seoul. The office said the government is reviewing options for contributing to free navigation without undermining defense readiness on the Korean Peninsula.
The statement followed media reports that the government was preparing to seek parliamentary approval for a deployment plan that could include a combat support ship. The presidential office said military contributions could extend beyond combat forces to noncombat and search units, while also denying that the Hormuz issue has disrupted ongoing Seoul-Washington talks tied to last year’s economic and defense agreement.
The office nonetheless acknowledged that bilateral negotiations with the United States are not going well and said semiconductors are also part of the discussions. The Hormuz review is therefore unfolding alongside broader security and trade frictions with Washington.
#SouthKorea #UnitedStates
@asianomics | 431 |
