31.4 C
London
Monday, May 25, 2026
Home Blog

America no longer abiding by its own Taiwan Relations Act

0
america-no-longer-abiding-by-its-own-taiwan-relations-act
America no longer abiding by its own Taiwan Relations Act

America is arguably failing to comply with its own Taiwan Relations Act (TRA), enacted by Congress in 1979.

Many know that the TRA established a framework for unofficial US relations with Taiwan after the US ended its defense treaty with the Republic of China and switched formal diplomatic recognition from Taipei to Beijing. Many also (incorrectly) believe the TRA requires the US military to defend Taiwan if China attacks.

Perhaps less well-known are two other actual requirements. First, the TRA obligates the US to provide arms “necessary to enable Taiwan to maintain a sufficient self-defense capability.”

Second, the TRA requires “maintain[ing] the capacity of the United States to resist any resort to force or other forms of coercion that would jeopardize the security, or the social or economic system, of the people on Taiwan.”

Superficially, the US checks both boxes. Washington sells arms to Taiwan and maintains significant combat power in the Asia-Pacific region. These actions by themselves, however, do not satisfy the law.

In fact, Washington is clearly not fulfilling the first requirement, and compliance with the second is increasingly in doubt.  

At the time the TRA was written, ensuring that both Taiwan and the US could defeat a Chinese attack were reasonable goals. Through the 1980s and into the 1990s, China’s abilities to project power over the sea, coordinate joint operations by its different armed services and transport sufficient numbers of troops, equipment and supplies across the Taiwan Strait were minimal.

US forces could sink Chinese ships before the Chinese had a chance to target American platforms. Taiwan’s navy and air force had qualitative, if not numerical, advantages over their Chinese counterparts. 

At the time of the Third Taiwan Strait Crisis in 1995-1996, when then-President Jiang Zemin asked his military advisors what options China had for responding, they reportedly told him China was incapable of effectively invading or blockading Taiwan or driving off nearby US Navy warships.

To maintain Taiwan’s security, the Republic of China armed forces needed only periodic top-ups with occasional shipments of US weapons systems, and the Americans needed only to maintain their ample margin of superiority.

The situation is much different today. China not only has quantitative advantages in major weapons systems, but its capabilities in military technology in many important areas are comparable or close to those of the US. 

China’s military forces can strike US bases in Asia and the Pacific and target moving US warships far beyond the horizon with anti-ship missiles. With its world-leading defense industrial base, China can out-produce the US in ships, aircraft and missiles, giving Beijing a decisive advantage in any protracted conflict. 

In the TRA’s requirement that America ensure Taiwan’s ability to defend itself, the key word is “sufficient,” as in “sufficient self-defense capability.” Different interpretations are possible, but any assertion that the US still fulfills this TRA requirement no longer passes the smell test.  

Many experts estimate Taiwan could not hold out against a determined Chinese invasion attempt for more than a couple of months without US military intervention. Taiwan would also likely eventually succumb to a Chinese blockade without robust and sustained external military assistance. Taiwan is almost totally dependent on imports for its energy supply. 

Chinese warships outnumber Taiwan’s opposite numbers by a factor of four, and Beijing has six times Taipei’s inventory of combat aircraft. Both gaps continue to widen. The US has provided no ships to Taiwan since two frigates in 2017-2018.

Since 2000, America has supplied Taiwan with 12 maritime patrol aircraft and is working to deliver 66 new F-16 fighters, but these have scarcely affected the massive imbalance.

A major threat to Taiwan’s security is China’s missile arsenal. There is no US plan to help Taiwan build a Golden Dome missile defense system. Against a possible onslaught of thousands of Chinese missiles of different types, the US has supplied a few hundred Patriot interceptors.

The US Department of Defense’s annual reports on Chinese military power began noting as early as 2004 that with “steady improvement in the PLA’s military capabilities, the cross-Strait balance of power is steadily shifting in China’s favor.” That steady shift has continued during the intervening 22 years.

While the US is helping to strengthen Taiwan’s defenses, there clearly is no serious effort by Washington to ensure that Taiwan has a sufficient capacity to defend itself against a Chinese attempt to seize control of the self-governing island.

US arms sales, already far from adequate, now face two additional obstacles. First, the US is struggling to deliver promised weapons systems because other conflicts are diverting already limited US stockpiles.

Acting US Secretary of the Navy Hung Cao announced on May 22 that weapons sales to Taiwan are on “pause in order to make sure we have the munitions we need for Epic Fury,” the ongoing US war against Iran.

Second, Trump said after his meeting with Chinese Communist Party General Secretary Xi Jinping earlier this month that he sees arms sales to Taiwan as a “very good negotiation chip” with China. 

For weeks, observers have expected Trump to give the final okay for a relatively large US$14 billion US arms package for Taiwan already approved by Congress. Now Trump says, “I may do it. I may not do it.”

The TRA would allow the US to delay or cancel an arms sale if doing so would improve Taiwan’s ability to defend itself. This could be the case if Beijing agreed to take a less aggressive posture toward Taiwan as part of a bargain — for example, renouncing the use of force to compel unification. 

If, however, the bargain was for the US to cancel an arms sale in exchange for a Chinese concession that benefitted the US (such as China buying a large amount of US products) but did not proportionately enhance Taiwan’s security, this would violate the TRA.  

It is true that determining what Taiwan needs for its defense is not just a simple matter of comparing the order of battle on both sides of the Strait. The amount and quality of armaments the US provides for Taiwan are adjustable based on China’s intentions as well as its capabilities. 

This principle is clear from the circumstances surrounding the US-China Joint Communique of 1982. In that statement, the US government said it “does not seek to carry out a long-term policy of arms sales to Taiwan” and “intends gradually to reduce its sale of arms to Taiwan, leading, over a period of time, to a final resolution.”

Focusing on those passages, the Chinese government has complained that every subsequent US arms sale to Taiwan is a violation of the 1982 Communique. But this misses the underlying principle. 

In a memo commenting on the communique, US President Ronald Reagan said “any reduction of such arms sales depends upon peace in the Taiwan Strait. . . .  US willingness to reduce its arms sales to Taiwan is conditioned absolutely upon the continued commitment of China to the peaceful solution of the Taiwan-PRC differences.”

In theory, the TRA could countenance Taiwan having military forces too small and weak to repel an attack by the larger and stronger PLA if there were no grounds for believing that China harbored any intent to attack.

No US senator, for example, would argue that the president must ensure that Taiwan can protect itself against a possible attack from Japan just because Japan is nearby and has strong armed forces.

But, of course, China does evince abundant intent to attack Taiwan, to the point where US Indo-Pacific Commander Admiral Samuel Paparo calls recent Chinese military exercises near Taiwan “rehearsals” for war. So this possible exemption from the TRA requirement does not apply.

As for the other TRA requirement, that the US itself “maintain the capacity to resist” a PRC attempt to conquer Taiwan, the key word is “resist.”  The spirit of the TRA suggests the intended meaning is to successfully resist, not just get some forces into a fight, but to win the fight. The question, then, is whether the US has kept itself in a position to prevail in a cross-Strait war.

The net assessment of much expert opinion is that under current conditions, the US would probably succeed, but that outcome is uncertain, and US losses would almost certainly be very high. (Here are links to some representative studies.) 

Furthermore,  China would be able to rebuild its lost forces more quickly than the US would, positioning China to fare better in a second round of conflict.

In sum, the trend over the last few decades has seen the US move from presumed superiority in a potential regional war against China to uncertain, at best costly, and possibly pyrrhic victory. This doesn’t indicate fidelity to the TRA.

There are two possible ways the US might return to full compliance with the TRA. The first would be for Washington to focus its military resources on preparing for a Taiwan Strait scenario. 

That appears infeasible at present, given the current administration’s forays into other places such as the Middle East and Venezuela, as well as continued expressions of interest in Cuba and Greenland that may have military implications.

Another path would be to vastly expand America’s defense manufacturing capacity. This would obviate the need to make Taiwan wait in line for weapons deliveries behind other US clients, and would also reduce US vulnerability to munition stockpile shortfalls vis-a-vis China. 

Achieving this outcome, however, would require a massive, costly and coordinated effort over about a decade involving federal and local governments, key companies and higher education. As for how the US is doing so far, the proposed SHIPS for America Act, which aims to revitalize US shipbuilding capacity, is currently stalled in Congress.

Realistically, either of these major policy changes is less likely to occur than is a change in the circumstances of the US-China-Taiwan relationship that would render the TRA obsolete.

Most of the TRA remains useful, but parts of it have diverged from reality. The sections requiring the US to ensure that Taiwan can defend itself and that the US can defend Taiwan are now dead letters. 

In a sense, the TRA has become the opposite of Japan’s “peace constitution.” In that case, the Japanese government has found ways to pursue a more robust security policy than allowed by a literal reading of Article 9. With the TRA, on the other hand, the US government is implementing a less robust policy than the law requires.

Denny Roy is a senior fellow at the East-West Center in Honolulu.

World Happiness Report Finds Many Students Wish Social Media Didn’t Exist

0
world-happiness-report-finds-many-students-wish-social-media-didn’t-exist
World Happiness Report Finds Many Students Wish Social Media Didn’t Exist


The World Happiness Report said many North American college students wish social media platforms “did not exist,” as researchers linked heavy social media use to declining well-being among young people, particularly teenage girls in English-speaking countries and Western Europe. 

“They use them because others are using them, but they would prefer it if no one did,” the report said of US college students. 

Researchers found that spending more than seven hours a day on social media, and in some regions more than five hours a day, was associated with lower life satisfaction and increased depressive symptoms. 

According to the report, the sharpest declines in well-being over the past decade were recorded among teenage girls and adults under 25, coinciding with the expansion of social media use. 

The findings identified algorithm-driven, image-focused applications such as Instagram and TikTok as more harmful to mental health than messaging-based platforms, including WhatsApp. 

The Oxford Wellbeing Research Centre linked the decline in well-being to peer comparison, sleep deprivation, and online “product traps” that encourage users to remain connected to avoid missing social interaction. 

Data from the PISA study of 15-year-olds in 47 countries showed that teenagers using social media for more than seven hours daily reported substantially lower well-being than those using it for less than one hour. 

For girls in Western Europe, the gap in life satisfaction was nearly one point on a 10-point scale, almost double the difference recorded for girls in other regions. Among boys, the decline was nearly half a point in Western Europe and “essentially zero” in the other 35 countries studied. 

The report said the negative relationship between social media and well-being appeared weaker or more mixed outside English-speaking countries and Western Europe. 

In Latin America, platforms centered on influencers and algorithmic feeds were more strongly associated with lower life satisfaction than platforms primarily used for communication. 

Researchers said youth well-being in the Middle East and North Africa had not declined despite heavy social media use, although extensive use was still associated with increased depression and stress. 

The report comes as governments consider tighter regulations on minors’ access to social media. In December 2025, Australia raised the minimum age requirement for 10 social media platforms from 13 to 16, while Denmark, France, and Spain are considering similar measures. 

David Miliband: Europe and US need ‘separate bedrooms’ but not divorce

0
david-miliband:-europe-and-us-need-‘separate-bedrooms’-but-not-divorce
David Miliband: Europe and US need ‘separate bedrooms’ but not divorce


David Miliband has warned that Europe should strengthen its independence from the United States without completely breaking away from its long-standing alliance with Washington.

Speaking at the Hay Festival, Miliband said Europe may need “separate bedrooms” from the US, but not a “divorce”, despite growing tensions linked to the policies of the Donald Trump administration.

The former Labour foreign secretary argued that Europe must develop greater economic, military and technological autonomy, including in defence procurement and artificial intelligence. However, he cautioned that fully severing ties with the US could leave Europe in a vulnerable position.

Miliband also said Europe should continue leading on climate policy regardless of changes in Washington, stressing that the green transition presents both economic and environmental opportunities.

During the discussion, lawyer and author Philippe Sands argued that Britain remains heavily dependent on the US and should focus on rebuilding closer political, economic and military ties with Europe following Brexit.

Miliband also renewed calls for a broader national discussion about Britain’s future relationship with the EU, arguing that Brexit had weakened the UK economically and strategically.

Referring to wider geopolitical tensions, he said the conflict involving Iran had created a deeper fracture between Europe and the United States than even the Iraq war.

via The Guardian

AI boom, not oil shock, driving real yields structurally higher

0
ai-boom,-not-oil-shock,-driving-real-yields-structurally-higher
AI boom, not oil shock, driving real yields structurally higher

AI is driving up the cost of capital. Image: X Screengrab

Ten-year US Treasury yields are hovering near 4.5% even though bond markets are showing remarkably little panic about long-term inflation.

Oil prices have jumped, conflict in the Middle East has intensified and headlines scream inflation risk daily. Yet the bond market’s own gauges of future price pressures remain relatively subdued. 

Barclays points out that US 10-year breakeven inflation rates still sit around 50 basis points below the peaks reached during the brutal tightening cycle of 2022. The five-year, five-year forward inflation expectation measure — one of the cleanest indicators of medium-term inflation expectations — now trades near 2.2%.

Investors blaming geopolitics alone for higher borrowing costs are missing the bigger shift underway. Artificial intelligence (AI) is starting to push real yields structurally higher.

Bond markets increasingly believe AI will create enormous capital demand, stronger productivity growth and a materially higher neutral rate across the global economy. Real yields are rising because investors no longer see the post-2008 global financial crisis world of permanently cheap money as sustainable.

For 15 years, developed economies were trapped in a low-growth, low-productivity environment. Corporates underinvested, productivity stagnated and central banks flooded markets with liquidity because private-sector demand for capital remained weak.

AI is changing this equation completely. Microsoft plans roughly US$80 billion in capital expenditure this fiscal year, largely tied to AI infrastructure. Amazon is expected to spend more than $100 billion.

Alphabet recently lifted its annual capital expenditure guidance to around $75 billion. Meta Platforms plans as much as $72 billion next year. Nvidia became the emblem of the AI boom after revenue growth exploded more than 260% year-on-year during the buildout phase.

Data centers require gigantic investment in semiconductors, cooling systems, electricity generation, transmission grids, fiber networks and physical construction. Goldman Sachs estimates global power demand from data centers could rise by as much as 165% before the decade ends.

Bond markets understand the implications. Large-scale investment booms push up the cost of capital because demand for money outpaces supply. Governments borrow more aggressively, companies race to secure strategic advantages and productive opportunities multiply simultaneously across sectors.

AI is already triggering all three. Real yields are therefore climbing because investors increasingly believe future growth will be stronger than markets previously assumed. Productivity gains from AI could reshape finance, healthcare, defense, logistics, manufacturing and software engineering at high speed. 

McKinsey estimates generative AI may eventually contribute between $2.6 trillion and $4.4 trillion annually to the global economy. PwC projects AI could add almost $16 trillion to global GDP by 2030.

Bond investors can’t ignore numbers on that scale. Markets have, until now, spent years pricing in permanent stagnation, yet AI is forcing a repricing toward expansion. Another factor that receives far too little attention: AI could prove inflationary during the buildout phase even if longer-term productivity gains eventually suppress costs.

Zoom in, and you’ll see electricity demand is surging while copper markets are tightening. Semiconductor supply chains remain constrained and engineering talent is scarce.

Utility infrastructure requires enormous upgrading and nuclear power discussions have moved back into mainstream policy conversations, largely because existing grids may struggle to support projected AI demand growth.

Shortages create pricing pressure while fiscal conditions worsen the problem. US federal debt held by the public is approaching 100% of GDP, according to Congressional Budget Office projections. Refinancing costs continue to climb rapidly. Annual interest payments on the US national debt recently overtook defense spending for the first time in modern history.

Bond markets notice every part of this equation. Long-duration sovereign debt now faces pressure from multiple directions simultaneously: heavier issuance, rising capital demand, stronger productivity expectations and the growing belief that neutral interest rates may settle far above post-crisis norms.

Investors waiting for yields to collapse once oil prices stabilize may be badly misreading the moment. AI is no longer simply a tech story driving equity excitement. Bond markets increasingly view it as a macroeconomic force capable of reshaping the global cost of money itself.

Financing technological revolutions has never been cheap. And the evidence is showing in real time that AI will not be different.

Nigel Green is CEO and founder of the deVere Group

Egypt rejects involvement of non-Red Sea states in regional security arrangements

0
egypt-rejects-involvement-of-non-red-sea-states-in-regional-security-arrangements
Egypt rejects involvement of non-Red Sea states in regional security arrangements

Egypt announced on Sunday that it rejects the involvement of non-Red Sea countries in security and political arrangements concerning the Red Sea and the Gulf of Aden.

The position was expressed by Egyptian Foreign Minister Badr Abdelatty during talks in Cairo with Yemeni Prime Minister and Foreign Minister Shaya al-Zindani as part of the ninth round of the Egyptian-Yemeni strategic dialogue.

According to a statement issued by the Ministry of Foreign Affairs of Egypt, Abdelatty reaffirmed Egypt’s support for the unity and territorial integrity of Yemen and its backing for Yemen’s internationally recognised government and state institutions.

The discussions also focused on maritime security in the Red Sea and Gulf of Aden amid growing regional tensions.

Abdelatty stressed Egypt’s “categorical rejection” of attempts to internationalise or militarise the Red Sea and Gulf of Aden, as well as Cairo’s rejection of the participation of non-littoral states in arrangements related to the two waterways.

He stated that responsibility for securing and governing the region belongs exclusively to Arab and African countries bordering the Red Sea.

The two sides also agreed on the need for a broader approach to Red Sea security that includes economic and developmental dimensions in addition to military considerations.

In this context, Abdelatty called for accelerating the activation of mechanisms linked to the Council of Arab and African States Bordering the Red Sea and Gulf of Aden.

The statement follows similar remarks made earlier this month during talks between Egypt and Eritrea in Asmara, where both countries rejected attempts by non-littoral actors to impose security arrangements in the region.

’30 Rock’ Star Grizz Chapman Dead at 52

0
’30-rock’-star-grizz-chapman-dead-at-52
’30 Rock’ Star Grizz Chapman Dead at 52


30 Rock fans are mourning a heartbreaking loss after beloved actor Grizz Chapman died at just 52 years old.

Chapman, best known for playing Grizz on the hit NBC sitcom alongside Tracy Morgan, reportedly passed away peacefully in his sleep on May 22, 2026, after years of serious health struggles.

The sad news was shared by members of his family, including his cousin Donte “Hammer” Harrison of the Harlem Globetrotters, who posted an emotional tribute to the actor on Instagram.

“Life gave my cousin Grizz Chapman some heavy battles, but he fought them with strength and dignity until the very end,” Harrison wrote.

He said many fans knew Chapman as the sitcom star from 30 Rock, but his family knew the real man behind the screen.

“A good heart, good energy, and somebody who made an impact in this life,” Harrison continued. “After years of fighting illness and dialysis, he passed peacefully in his sleep on May 22nd, 2026.”

Harrison added that he was grateful he had a chance to reconnect with Chapman two months before his death.

“Rest easy, cousin. Your name and legacy will live on forever,” he wrote.

Fans were crushed as the news spread online. Many remembered Chapman not only for his size and screen presence, but for the warmth and humor he brought to one of NBC’s most popular comedies.

“So sorry for your loss. Thank you to Grizz for all the laughs,” one fan wrote.

Another added, “Rest easy, Grizz. I only knew him through his acting but his performances brought me and many others so much joy.”

A third fan remembered him as “awesomely funny in 30 Rock,” while another wrote, “He brought joy to so many people. May he RIP.”

No official cause of death has been confirmed.

Chapman had battled major health problems for years. In 2010, he underwent a kidney transplant after suffering from severe hypertension and kidney disease. Before receiving the transplant, he had been on regular dialysis.

Rather than keep his health battle private, Chapman used his platform to help others. He became a spokesperson for the National Kidney Foundation in 2010 and worked to raise awareness about hypertension and kidney disease.

He also appeared on The Dr. Oz Show in 2009, where he spoke openly about the medical struggles that had changed his life.

Born in Brooklyn in 1974, Chapman did not take a typical path to Hollywood. Before landing on television, the towering seven-foot actor worked as a bouncer at a strip club. That is where he first crossed paths with Tracy Morgan.

That meeting changed everything.

Chapman later joined 30 Rock in 2006 as part of Tracy Jordan’s entourage. He appeared alongside Dot Com, played by Kevin Brown, and quickly became a familiar face to fans of the Emmy-winning sitcom.

Though he started as a supporting character, Grizz became a fan favorite and appeared in roughly 80 episodes across all seven seasons.

His quiet comic timing, unforgettable look, and chemistry with Morgan made him a standout in a cast packed with stars.

Chapman is survived by his wife and two children.

His death leaves behind grieving fans, a heartbroken family, and a comedy legacy that helped make 30 Rock one of the most memorable sitcoms of its era.

Australia punts on pushing China out of rare‑earths projects

0
australia-punts-on-pushing-china-out-of-rare‑earths-projects
Australia punts on pushing China out of rare‑earths projects

It’s been a significant month for Australia’s ambitions to become a critical-minerals superpower, while balancing its relations with China and the United States.

On May 18, Treasurer Jim Chalmers announced he had ordered six investors with links to China to sell off shares in Northern Minerals, an Australian rare-earths company developing the Browns Range project in Western Australia.

Then, on May 21, mining company Arafura Rare Earths announced its planned Nolans rare earths mine in the Northern Territory would go ahead. This was after the federal government committed to purchasing 500 tonnes of rare earths from the project for Australia’s Critical Minerals Strategic Reserve.

Both moves matter. One signals a big shift in how Australia screens foreign investments, moving from vetting transactions one by one to strengthening ongoing surveillance of foreign ownership and influence.

The other shows how Australia, aligned with the US, is moving to build its own critical minerals capability.

But this isn’t without risks. For the US, kicking out Chinese investment is a straightforward win for national security. But Australia also has to work out if it can build and run these expensive projects without Chinese participation.

The Northern Minerals Browns Range project, located in northern Western Australia, is strategically important because it contains heavy rare earths – particularly dysprosium and terbium.

These elements are essential for high-performance magnets used in electric vehicles. They’re also used in offshore wind turbines and advanced defense weaponry.

Browns Range is one of the world’s few high-grade heavy rare-earth deposits outside China, and Northern Minerals is Australia’s only developer of this kind of asset. The company estimates that once in production, this mine could supply about 8% of global demand for these minerals.

Ordered to sell

The Chinese-linked investors in Northern Minerals, who together own a 17.58% stake in the company, have been given until July 2 to divest.

The federal treasurer didn’t go into specific detail about the reasons for that decision. But he said it was “consistent with advice from Treasury and the Foreign Investment Review Board and is about protecting our national interest.”

Australia’s Foreign Investment Review Board exists to advise the treasurer on whether specific foreign investments are good for Australia. And divestment orders like this are not unprecedented.

But the Northern Minerals case illustrates the stringent political conditions attached to financing critical minerals projects when alignment with the US is a factor. For Northern Minerals, this pressure hasn’t appeared overnight. The government has been applying it for years.

In 2023, Chalmers blocked a China-linked fund from expanding its stake in the firm. Then, in 2024, he ordered five foreign investors to sell their shares in the firm. This resulted in Federal Court action in 2025 after one investor ignored the order.

The message is clear: Australia’s foreign investment scrutiny now extends beyond the question of who owns the majority of a company on paper. It’s looking at:

  • who else may be making decisions and pocketing profits, despite not being named on paper (something known as “beneficial ownership”)
  • whether investors are passing shares to their own partner companies or allies when ordered to sell (known as “related-party transfers”)
  • who has voting rights and potential board influence.

The fact that an investor holds a minority stake is no longer automatically seen as low-risk.

Competition between the US and China on critical minerals is intensifying. The US and its allies are increasingly coordinating efforts to reduce their reliance on China – which still dominates processing globally.

However, the US-led alliance faces deeper fissures than appear on the surface.

Washington is prioritizing secure mineral inputs for defense manufacturing. Its industrialized allies in East Asia and Europe also want certainty of supply, but they don’t want to completely abandon low-cost, high-purity Chinese inputs.

For Australia, supply-chain security is important. However, it wants more. Its Critical Minerals Strategy document outlines a plan for more domestic processing to generate jobs and boost local industry long-term.

That is, Australia wants to outgrow its reputation simply as the “world’s quarry”, to do more with our minerals here instead.

Security is not capability

Across US-aligned countries, strategic reserves, guaranteed state buyers and allied export credits are turning rare earths into “credentialed commodities.” That is, their value depends increasingly on where they came from, rather than merely price and purity.

But blocking Chinese investment won’t automatically create Australia’s industrial capability.

The Perth-based Lynas Rare Earths illustrates this challenge. In 2025, it became the first non-Chinese operator to separate dysprosium and terbium at industrial scale. Although its output remains small in commodity-market terms, it proved China’s longstanding technical monopoly is not unbreakable.

But the company’s separation processes rely heavily on Chinese specialized equipment and chemical inputs.

The lesson for Australia is supply-chain security cannot be achieved through ownership changes alone. Beijing’s expanding export controls on rare-earth minerals, processing chemicals and refining equipment further entrench its leverage.

If security rules are applied too broadly, they could raise costs and complicate investment. Ordering out Chinese investors – after transactions have occurred – also risks unsettling other foreign investors considering investing in Australia.

As a country with deep ties with both China and the US, Australia faces a hard balancing act in protecting its own interests, without putting either major power offside.

Marina Yue Zhang is associate professor of technology and innovation, University of Technology Sydney

This article is republished from The Conversation under a Creative Commons license. Read the original article.

US’s big bet on quantum computing may not be entirely legal

0
us’s-big-bet-on-quantum-computing-may-not-be-entirely-legal
US’s big bet on quantum computing may not be entirely legal

Last week, the US government announced $2 billion in investments in quantum computing companies, allocating $100 million each to a range of startups in exchange for equity in the companies. Those could be make-or-break investments for many companies that are likely years away from a product that could see widespread use. But a member of the US Congress is now arguing that those deals are illegal, as Congress did not allocate the money for this purpose—instead, it was meant to support public research in semiconductors.

But the biggest chunk of money would go to a company that likely wouldn’t exist if it weren’t for the government’s backing. Anderon will be set up with a billion dollars each from IBM and the government and will inherit personnel and IP from IBM. It will serve as a foundry for fabricating quantum processing units and will contract its services out to IBM and any other company that wants access to cutting-edge hardware.

Is any of this legal?

Zoe Lofgren (D–Calif.), the ranking member of the House Science, Space, and Technology Committee, made it clear that she is not happy with how the government is using its money to support this technology.

“This announcement is illegal and troubling on so many levels,” Lofgren said one day after the announcement, pointing out that the money being used for the deal comes from the CHIPS and Science Act, which was passed during the Biden administration and was allocated “specifically for microelectronics R&D, with a focus on semiconductor technology.”

That technology overlaps only partially, at best, with what’s used in quantum processors. In addition, Lofgren says the money was allocated to foster public/private research partnerships, which these deals most decidedly are not. Finally, she noted that the largest sum of money will go to IBM, and she suggested that a former IBM executive (Dario Gil, current Under Secretary for Science at the Department of Energy) was involved in the negotiations that led to this deal.

None of this, she noted, means that quantum processing technology is a bad investment or that any of these companies are unworthy of support. She just argues that doing so would require Congress to allocate the money to do so.

At this point, however, it’s not obvious how to stop the deal. A lawsuit is the obvious choice, but that would require a party with standing to sue. It’s possible that a company that might otherwise have used the money for the intended research (a public-private partnership focused on electronics) could argue that it has been harmed by the diversion of the funds to a different field. But that argument would likely take so long to sort out in court that all the money would have been spent by then.

A quantum foundry

One thing that has helped IBM stay at the forefront of quantum computing is its access to in-house materials scientists and fabrication capabilities. Those resources have enabled the company to manufacture chips that test alternate designs and rapidly iterate and refine successes—an advantage powerful enough that Google also decided to open its own fabrication facility.

Given that, it’s somewhat surprising that IBM is choosing to spin these efforts into a separate company, called Anderon, which it will fund with $1 billion, alongside an equal government investment. According to the company’s announcement, it will also be handing over “significant intellectual property, assets, and a skilled workforce” to the newly launched company. The result could resemble TSMC, with the company fabricating quantum chips for firms that submit a design and pay the cost.

Not just any companies, though. IBM has specialized in producing transmons, a specific type of hardware that can host a qubit. But it’s not the only game in town. Other companies, including a number funded in the same announcement, are using technologies that host qubits in very different hardware or no hardware at all. This is very much a case of using government money to favor a specific category of technology.

That said, the move will likely be good for the broader field. A significant number of companies are designing transmon-based hardware that differs in important ways from IBM’s approach. But they’re stuck producing a limited number of test samples in fabs that may not specialize in quantum hardware, or where they have to compete with academic users for fabrication time. The launch of Anderon means those companies should now be able to access higher-quality hardware and rapidly iterate on designs. It will make testing their ideas less dependent on whether the fab they’re using produces high-quality hardware.

For IBM, this may reflect a confidence that the company has already extracted the major benefits of rapid iteration and is safely ahead of its competition. Jay Gambetta, the leader of IBM’s quantum computing efforts, has told Ars that the current hardware error rates for its chips are where they need to be to move forward with large-scale computing. Lower errors would be better, and the company has some ideas for how to achieve them, but they’re not strictly necessary for the next few years of development.

If that’s the case, why not have the government assume half the cost of staff and facilities?

What’s the long term?

We’re likely still several years away from useful error-corrected quantum computing, and closer to a decade from tackling some of the large, complicated problems where quantum computers could see widespread use. At the moment, though, it’s still unclear which technology (or technologies) will ultimately get us there first or prove capable of scaling for a decade or more. Keeping some of these companies viable for the next few years could be critical to ensuring that these technologies receive a full evaluation against those standards.

At the same time, the deal all but guarantees we’ll be investing in companies that are certain to fail. In the past, that has often devolved into cheap political point-scoring.

Longer term, it’s not entirely obvious how large Anderon’s target market will be. With a large number of startups, there will likely be a strong demand for these sorts of tips as companies test design variants and configurations. But even assuming the market settles on transmons, it’s not clear how large the annual need for these chips will be.

Transmons must be operated at milliKelvin temperatures, and large-scale, error-corrected quantum computers will likely require chaining together chips housed in multiple refrigerated containers. That will likely mean most of the hardware in use will sit in just a few data centers and be accessed online (as it is currently). Consequently, there’s a real potential for a boom-and-bust pattern in the market for these chips.

Pope Leo XIV warns of ‘new forms of slavery’ linked to Artificial Intelligence

0
pope-leo-xiv-warns-of-‘new-forms-of-slavery’-linked-to-artificial-intelligence
Pope Leo XIV warns of ‘new forms of slavery’ linked to Artificial Intelligence


In his encyclical Magnifica Humanitas, Pope Leo XIV cautioned against what he described as a global competition for increasingly powerful algorithms and vast datasets, driven by geopolitical ambitions and commercial interests.

The pontiff also warned that artificial intelligence risks creating “new forms of slavery,” pointing to the exploitation of workers such as content moderators and miners involved in supplying materials for AI technologies.

He argued that technological progress cannot be considered liberating if it results in new systems of dependence and exploitation that undermine human dignity.

Calling for stronger oversight of the rapidly expanding AI sector, Pope Leo XIV said artificial intelligence must be “human-friendly” and effectively “disarmed” to ensure it serves society ethically rather than becoming a tool of domination or abuse.

via Reuters

Why Vietnam won’t steal the show at Shangri-La Dialogue 2026

0
why-vietnam-won’t-steal-the-show-at-shangri-la-dialogue-2026
Why Vietnam won’t steal the show at Shangri-La Dialogue 2026

The Shangri-La Dialogue, held every year in Singapore, is one of the Indo-Pacific’s premier signaling platforms. A leader takes the keynote podium, and the room reads it for cues about where a country is heading: what partnerships it is prioritizing, what risks it is willing to name and how it sees the regional order.

The SLD draws defense ministers and military chiefs from over 40 countries, and much of its value has always rested less on the speeches than on the sideline bilateral meetings they facilitate across a wide range of relationships, from Japan-Australia defense coordination to India-ASEAN engagement.

In recent years, gauging great power rivalry has become a key purpose of the forum, and China’s level of participation has drawn particular scrutiny. Beijing has varied its delegation level over the years, sending PLA Academy vice-presidents rather than its defense minister in 2012, 2017 and 2018, before upgrading to ministerial attendance from 2019 to 2024.

Its downgrade in 2025, sending a one-star PLA National Defense University academic rather than Defense Minister Dong Jun, broke that recent run and drew pointed comment from Singapore’s own defense minister.

At the time, interpretations varied. While a US defense official suggested it signaled Beijing’s displeasure with Washington, others pointed to the political risk Chinese defense ministers face in a forum where questioning is unscripted. Still others read it as reciprocal after the West downgraded its own attendance at Beijing’s Xiangshan Forum.

Whatever the motive, the effect was felt across the forum: without senior Chinese participation, a significant set of bilateral meetings would lose their counterparts. Whether Beijing upgrades its delegation this year remains unconfirmed at the time of writing.

The stakes are sharpened by the 2026 SLD’s outline agenda, which runs from May 29 to 31: the fifth plenary is dedicated to “China’s Cooperative Partnerships in the Asia-Pacific.” In 2025, Beijing canceled a plenary on China’s security altogether. Whether this year’s China-focused session goes ahead, and at what level, will say more than whatever is said from the podium.

The keynote speeches, meanwhile, have a mixed record of their own. In 2022, Fumio Kishida pledged to “fundamentally reinforce” Japan’s defense capabilities, but the process had been underway incrementally since the Abe era.

Narendra Modi in 2018 presented India as central to Indo-Pacific security while offering few concrete commitments. In 2025, Emmanuel Macron called for “coalitions of action” between Europe and Asia, but France’s Indo-Pacific presence still rests on limited permanent deployments.

The plenaries have tended to follow a similar pattern: firm language on rules-based order with arguably little discernible shift in behavior once delegates leave Singapore. That track record is worth bearing in mind when assessing To Lam’s keynote address this Friday (May 29).

He will be the first Vietnamese leader to open the summit, a selection that itself signals Vietnam’s elevated standing in regional security conversations. It is also an opportunity to reassure partners that Hanoi’s strategic autonomy remains intact, even as its institutional ties with Beijing deepen.

To Lam had already been pursuing a sweeping restructuring of Vietnam’s administrative apparatus before his unprecedented consolidation of both party and state leadership at the 14th National Party Congress in January.

The diplomatic tempo since has been just as striking: a state visit to Cambodia in February, a meeting with Trump the same month, a state visit to Beijing in April, to India in May, and an official visit to Thailand on 27–29 May, landing in Singapore just ahead of the keynote.

Whether To Lam’s likely message of reassurance holds up to scrutiny is another matter. The inaugural “3+3” strategic dialogue with China in March has embedded security cooperation, including what Beijing has described as counter-“color revolution” coordination, into the institutional architecture of the relationship.

What To Lam says about maritime security, about ASEAN and about the terms of Vietnam’s partnerships will likely be read against that backdrop. The summit’s outline agenda suggests where the wider pressure points sit, and where To Lam’s reassurance of strategic autonomy will be tested by what others signal in return.

Pete Hegseth, now styled America’s secretary of war, speaks in the first plenary on Saturday (May 30) under the title “United States’ Strategy for Peace in the Indo-Pacific.” His 2025 SLD appearance surprised observers with its conventional reassurance of US regional commitment, a contrast with the Munich debacle months earlier.

It is unclear if that tone will hold this year. The USTR’s Section 301 investigations targeting Vietnam among 16 economies and the transshipment problem of rerouting tariff-dodging China-made goods remain unresolved.

Whether Washington folds economic grievances into its security framing could shape how the room reads American reliability, and how much room Vietnam has to present itself as a partner to both sides.

The third plenary, “Asia’s Maritime Security Disorder,” is likely to be the most charged session, and the one where Vietnam’s balancing act is most exposed. Vietnam is expected to complete its Spratly infrastructure program this year, populating features with civilians and naval infantry in ways that could provoke a Chinese response.

The Philippines, as the 2026 ASEAN chair, is pushing to conclude negotiations on the South China Sea Code of Conduct, which most analysts consider unlikely under its watch. Previous plenaries on the contested sea have tended to produce firm language without corresponding movement.

For To Lam, the session tests whether Vietnam can assert its sovereignty claims on the podium while preserving the institutional relationship with Beijing that the “3+3” mechanism represents. The intersection of Middle Eastern and Indo-Pacific security will run through several of the sessions.

The disruptions in the Strait of Hormuz following the US-Iran escalation have had tangible consequences for Southeast Asian states, with Vietnam turning to Japan and South Korea for crude oil assistance after China and Thailand banned refined fuel exports.

The fourth plenary on cross-regional security threats and the special sessions on strategic stability and defense-industrial resilience will be where these threads converge.

For all its prominence, the Shangri-La Dialogue remains a convening forum. It can surface tensions and offer a stage for signaling, but it does not bind anyone to anything. As ever, its value will depend more on who shows up and on what happens in the margins than what is and isn’t said on the podium.

Lam Duc Vu is a Vietnam-based risk analyst focused on regional trade and geopolitics

0FansLike
0FollowersFollow
0FollowersFollow
0SubscribersSubscribe
- Advertisement -
Google search engine

Recent Posts