Decoupling from China would cost the West $23.6tn
THE SO WHAT
A $23.6T price tag over 25 years for decoupling from China means “de-risking” is not a free hedge—it’s a generational capex decision that will hit advanced manufacturing and tech supply chains hardest. If your roadmap depends on Chinese components, fabs, or demand, you need explicit scenarios for partial decoupling, not just a line in the risk register.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechThe Memory Shortage Is So Bad That Smartphone Shipments Hit a Record Low
A memory crunch driving up phone prices and pushing shipments to record lows is a reminder that AI-era demand is colliding with old-world supply constraints. If your roadmap assumes cheap, abundant mobile hardware for distribution or data capture, you need a contingency plan for slower refresh cycles and higher BOM costs through at least the next 12–24 months.
Deep & Emerging TechSandisk’s stock is plunging, but some analysts are getting even more bullish
A plunging stock with analyst targets implying ~85% upside is a classic dislocation between short-term sentiment and long-term demand — especially in memory tied to AI and devices. If your business depends on flash supply, this is a reminder to negotiate multi-year terms while volatility is high and capacity expansions are being debated.
Deep & Emerging TechWatch out Windows users, a Secure Boot update has been blocked on Windows 11 PCs due to failing on some devices — here's how to check if you're affected
A Secure Boot update failing on some Windows 11 devices — especially older OEM-locked hardware — is a reminder that security posture is constrained by your slowest, least updatable endpoints. CISOs should inventory which fleets can’t take new certs and factor that into zero-trust and incident-response assumptions.
Deep & Emerging TechNewsom launches new electric vehicle rebate amid energy fight with Trump
California’s instant EV rebates baked into the 2026–2027 budget turn the state into an even stronger demand engine for electric vehicles just as national energy policy is contested. Auto and charging operators should prioritize California deployments and grid partnerships — policy tailwinds there can offset uncertainty elsewhere.