Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
Taiwan and the chip supply chain: what TSMC's own filings say
Why AI chips depend on Taiwan, using TSMC's 2025 annual report, its 20-F and 2026 results: output, nodes, customers, overseas fabs, and stated risks.
China's East Data West Compute plan: hubs, capacity and what is reported
How China's East Data West Compute plan works: eight hubs, ten clusters, reported spending and capacity as of 2026, and what the sources do not say.
China's domestic AI chips in 2026: Huawei, Cambricon, SMIC and limits
What Huawei, Cambricon and SMIC have said and reported about China's home-grown AI chips, with dated figures, company claims, and the limits they admit.
South Korea AI infrastructure: GPUs, power and policy in 2026
South Korea plans 18.4 GW of AI data centres by 2035 and a 260,000 GPU supply deal, but the grid, not chips, is the tight spot. Figures, sources, doubts.
Singapore and Malaysia AI data centres: power, water and Johor
How Singapore rations data centre power while Johor in Malaysia takes the spillover, and the grid, tariff and water limits shaping both as of October 2026.
Japan's AI data centres: power limits, Watt-Bit policy, new hubs
Japan wants more AI compute, but Tokyo grid connections can take eight to ten years. How Watt-Bit policy, Hokkaido, Osaka and nuclear restarts fit in.
India's AI data centres: IndiaAI Mission, power and capacity in 2026
India has about 1.8 GW of data centre capacity, 38,000+ subsidised GPUs and a power plan under strain. What official and market figures say, with dates.
Australia's AI data centres: AEMO's demand forecast and the grid rules
AEMO expects Australian data centres to use about 34 TWh by FY36, up from 5 TWh. Here is what drives that, who pays, and which rules are still unsettled.
Asia Pacific AI data centres 2026: power, policy and capacity by country
A plain guide to how Japan, Korea, Singapore, Australia, Malaysia, Indonesia, Taiwan and India are building AI data centres and where power limits bite.
How long it takes to build an AI data center, from land to power on
From cleared land to the first 200 megawatts took about 15 months at Abilene. Full campuses take years. What drives the schedule: power, permits, water.
How AI data centers are financed: project loans, leases and SPVs
AI campuses cost billions. How construction loans, long leases, joint ventures and off balance sheet vehicles work, using Abilene and Hyperion as examples.
Colocation, self build or hyperscale lease: how AI capacity is sourced
An AI company can rent space, lease a purpose built campus or build its own. How each route works, what each costs in time and risk, with real examples.
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