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Deep & Emerging Tech·November 11, 2026·1 min read

South Korean Battery Makers Face Greater Scrutiny in Hungary

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Hungary turning up regulatory scrutiny on SK On and Samsung SDI after billions invested shows how host countries are re-pricing the externalities of EV supply chains. If you’re siting battery or materials plants in Europe, assume permitting, labor, and environmental reviews will tighten mid-project and bake that into timelines.

Deep & Emerging Tech

The Nvidia spy scandal exposes networks operating in Singapore that help Chinese tech companies access advanced US AI chips and circumvent export controls

Networks in Singapore allegedly helping Chinese firms route around US AI chip controls show how export regimes are colliding with real-world demand for compute. If you operate in or ship through these hubs, expect tighter compliance scrutiny and treat sanctions exposure as a board-level risk, not a legal footnote.

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Sources: Rapidus has yet to produce functioning SRAM, a key step that needed to be completed by summer 2026 to meet its March 2028 deadline for making 2nm chips

Rapidus missing its SRAM milestone for 2nm by summer 2026 is a concrete sign that catching TSMC and Samsung on leading-edge logic is harder than subsidy math suggests. If your national or corporate strategy leans on new entrants for advanced nodes by 2028, downgrade those assumptions and secure alternative capacity now.

Deep & Emerging Tech

Records show China's Northwestern Polytechnical University, which has close PLA ties, has access to Nvidia H200 AI chips despite being on a US export blacklist

A PLA-linked university on a US blacklist reportedly accessing Nvidia H200s shows how hard it is to fully wall off advanced AI hardware once it’s in circulation. For multinationals, compliance can’t stop at direct sales—trace secondary channels and research partnerships or you risk being pulled into the next enforcement wave.