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China’s AI Sector Takes a Direct Hit from Jensen Huang’s Departure… Stocks Plunge Amid Scramble for Overseas Computing Power
[Chinese AI Model Stocks and Optical Transceiver Makers Both Hammered]China’s artificial intelligence (AI) industry suffered a direct blow following the step-down of Jensen Huang, who led Nvidia for 33 years. On the Hong Kong stock market, leading Chinese AI model developers Zhipu AI and MiniMax plummeted roughly 10% and 8%, respectively, in a single day, while Alibaba and Tencent lost a combined $75 billion in market capitalization over th...
2026-11-14 추부길
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Why the U.S. Military Is Reviving Saipan’s 80-Year-Dormant ‘Atomic Bomb Runway’ as a ‘Survival Base’
[Tinian, Left Behind by the B-29s… Now Preparing for When Guam Is Blocked]If Chinese missiles strike the runways of Andersen Air Force Base in Guam, where will surviving U.S. fighter jets land to prepare for their next sortie? To find the answer, the U.S. Air Force is reviving an old airfield on Tinian near Saipan and pushing forward with dispersal exercises utilizing civilian airports on neighboring islands. More than 80 years after the B...
2026-11-14 추부길
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Why Vice President Vance Fell Out of Trump’s Favor…
[“We Lost Because of the War”… Vance Distanced Himself from Trump, But…]Vice President JD Vance, who began distancing himself from President Donald Trump to chart an independent course immediately following a crushing midterm election defeat, has run head-on into a counterattack from the president. On the 12th (local time), President Trump declared that "there is no need for a deal with Iran," effectively sidelining Vanc...
2026-11-13 추부길
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China Emerges as Biggest Loser in Jensen Huang’s Downfall… Beijing on High Alert Over Risk of Severed Nvidia 'Bypass Supply Lines'
[Jensen Huang Exits After 33 Years… Board Announces "Immediate Effect"]Analysts suggest that the party suffering the greatest blow from Jensen Huang’s departure is not Nvidia, but China. On the 12th (local time), Nvidia’s board of directors announced the immediate resignation of CEO Huang. Huang stepped down from the company he led for 33 years following a dual scandal: one involving a relationship with a woman suspected of tie...
2026-11-13 추부길
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Beijing’s Grave Strategic Miscalculation… Emboldened by U.S. Midterm Results, China Tramples on Bilateral Pledges!
[WSJ: “Seeing a Weakened Trump, Beijing May Face a Far Tougher Negotiator”]As Republicans lost both chambers of Congress in the midterm elections, weakening President Donald Trump’s grip on domestic governance, assessments are mounting across Washington that Beijing views the outcome as an opening to expand its negotiating leverage against the United States. Yet China has failed to honor the rare earth supply commitments made at...
2026-11-13 추부길
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From Spy Allegations to Office Affair… “Nvidia Itself” Jensen Huang Faces Ouster After 33 Years
[Three Days Ago, “Confidence in Leadership”… Now Discussing the Founder’s Fate]Nvidia, which has virtually dominated the global AI semiconductor market, has plunged into its worst corporate governance crisis since its founding. Chief Executive Officer Jensen Huang admitted to an extramarital affair with a woman suspected of ties to Chinese intelligence agencies. Just three days later, on the 11th (local time), The New Yor...
2026-11-12 추부길
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[China Watch] Under Fire at Home: How Did BYD Roll Out Bizarrely Assembled EVs?
[Owners Spot Defects Before Manufacturer… BYD Admits Assembly Error]Chinese electric vehicle maker BYD faces fierce backlash from domestic consumers. Certain units of its large electric SUV, the “Datan EV,” were delivered with front and rear wheel rims of differing specifications mistakenly swapped. Many owners only inspected their vehicles after seeing reports posted online by fellow buyers. Although BYD apologized and attribu...
2026-11-12 추부길
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[China Watch] China's Battered Robotics Industry Faces Cascading Bankruptcies; Xi in Panic as 'Robotics Rise' Collapses
[Wages Delayed Two Months After Announcing a '1 Billion Yuan Order']China's robotics sector—designated by the central government as a "future industry" and heavily funded by state-owned capital alongside local governments—has entered an era of massive shakeouts. The city of Nanjing heavily promoted robotics startup Wujing Dongli (无境动力) as a premier incubated enterprise. Yet, just eight months after its inception, t...
2026-11-12 추부길
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Putin Turns Highwayman, Seizing 7 Japanese Companies... Russia's Trap: Stay and Get Robbed, Leave and Get Fleeced
[Putin Issues Decrees Two Days in a Row… Management Control of All 7 JT Russian Entities Transferred]Russian President Vladimir Putin placed all seven Russian subsidiaries of Japan Tobacco (JT) under the "temporary management" of a Russian company through two separate presidential decrees. While local operations continue to function, JT has effectively lost managerial control of its Russian business, which accounts for approximately a quar...
2026-11-11 추부길
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Xi Jinping’s Uncompromising True Colors: Demanding a Detailed Script for the US-China-Russia Trilateral Summit
[From Speeches to Conclusions: Beijing’s Non-Negotiable Summit Preconditions]The first-ever proposed trilateral summit among the leaders of the United States, China, and Russia is faltering over procedural format disputes. Beijing is insisting on a heavily scripted format where the three heads of state take turns reading pre-negotiated statements, whereas Washington is pushing back with a demand for an open, unscripted setting permitting sp...
2026-11-11 추부길
