Recent occurrences in Asia shed light on the intertwined realms of technology and politics. Arrests in Hong Kong, cultural influences on semiconductor manufacturing in Taiwan, SoftBank’s AI investment strategy in Japan, North Korean involvement in the animation industry, and China’s significant semiconductor fund illustrate the diverse impacts on global markets and international relations.
Key Developments in Asian Technology and Political Spheres
Arrests in Hong Kong Under Security Law
Where and When: Hong Kong, week of an unnamed month, 2023
Who: Hong Kong authorities
What: Authorities made their first known arrests for alleged sedition under a new local security law passed two months prior. Seven individuals were accused of inciting hatred against the Chinese central government, the Hong Kong government, and the judiciary by commemorating the 35th anniversary of the Tiananmen Square crackdown on social media.
Cultural Impact on Semiconductor Manufacturing
Where: Taiwan
Who: Konrad Young, a former TSMC executive
What: In an interview with Nikkei Asia, Konrad Young discussed how Asia’s “Confucian culture,” emphasizing discipline and respect for authority, is conducive to modern chipmaking, which has over 1,500 precise manufacturing steps. Concerns are rising about Taiwan’s declining birth rate potentially impacting its workforce, crucial for maintaining 90% of the world’s advanced chipmaking capacity.
SoftBank’s AI Investment Strategy
Where: Japan
Who: SoftBank, led by founder Masayoshi Son
What: SoftBank plans to invest approximately $9 billion annually in artificial intelligence, maintaining its investment pace and aiming to support its core UK-based chip designer, Arm. The competition for AI deals is intense, with potential large outlays in rumoured chip production.
North Korean Involvement in Animation Industry
Where: Japan, China
Who: Japanese animation industry, Chinese subcontractors
What: A US think-tank found animation data on a North Korean server relating to Japanese, Chinese, and Western shows in production. It’s acknowledged within the industry that North Korea is part of the global animation supply chain, complicating efforts to avoid breaches of international sanctions.
China’s Largest Semiconductor Fund
Where: China
Who: Chinese government
What: Beijing launched its largest-ever state-backed semiconductor fund to boost the domestic chip sector, addressing US efforts to limit China’s access to advanced technology. The third phase of the China Integrated Circuit Industry Investment Fund aligns with Beijing’s “Made in China 2025” initiative, focusing on AI-related semiconductors and manufacturing equipment.
These events highlight ongoing developments in Asia’s political, technological, and industrial landscapes, affecting global markets and international relations.
