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USINO Daily Intelligence Brief – Thu Aug 6, 2026
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USINO Daily Intelligence Brief – Thu Aug 6, 2026

USINO.AI MARKET INTELLIGENCE · ASIAN SUPPLY CHAIN DAILY BRIEF · THURSDAY, AUGUST 06, 2026 · POST-AMD … USINO Daily Intelligence Brief – Thu Aug 6, 2026Read more

August 6, 2026August 6, 2026
USINO Weekly Brief – Aug 2, 2026
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USINO Weekly Brief – Aug 2, 2026

SK Hynix Misses Despite Record Profit, CXMT Debut Vaults Past Intel at $488B, Samsung Splits Into … USINO Weekly Brief – Aug 2, 2026Read more

August 2, 2026August 2, 2026
USINO Weekly Brief – Jul 26, 2026
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USINO Weekly Brief – Jul 26, 2026

Beijing Turns Export Controls on Itself, CXMT Debuts at an $85B Valuation, Samsung and SK Ink … USINO Weekly Brief – Jul 26, 2026Read more

July 26, 2026July 26, 2026
USINO Weekly Brief – Jul 19, 2026
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USINO Weekly Brief – Jul 19, 2026

TSMC Guides Past 40, CXMT Prices the Largest STAR IPO Ever, WAIC Puts Domestic Super Nodes … USINO Weekly Brief – Jul 19, 2026Read more

July 19, 2026July 20, 2026
USINO Weekly Brief – Jul 13, 2026
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USINO Weekly Brief – Jul 13, 2026

SK Hynix Storms Nasdaq, Samsung Crushes Records, Huawei Ascend Takes Center Stage Revisiting the July 6 … USINO Weekly Brief – Jul 13, 2026Read more

July 12, 2026July 12, 2026
USINO Daily Intelligence Brief – Thu Jul 7, 2026
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USINO Daily Intelligence Brief – Thu Jul 7, 2026

USINO.AI DAILY BRIEF Institutional Supply Chain Intelligence | July 7, 2026 Monday, July 7, 2026 | … USINO Daily Intelligence Brief – Thu Jul 7, 2026Read more

July 7, 2026July 7, 2026
USINO Weekly Brief – Jul 7, 2026
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USINO Weekly Brief – Jul 7, 2026

SK Hynix Nasdaq ADR Launch: The Valuation Passport Opens July 10 HBM Full Lockout Through 2027 … USINO Weekly Brief – Jul 7, 2026Read more

July 4, 2026July 12, 2026
USINO Weekly Brief – Jun 28, 2026
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USINO Weekly Brief – Jun 28, 2026

Micron’s Record, Brent’s Breakdown, and SpaceX’s Second Act Revisiting the June 21 Brief — MU Shatters … USINO Weekly Brief – Jun 28, 2026Read more

June 27, 2026June 27, 2026
USINO Daily Intelligence Brief – Thu Jun 25, 2026
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USINO Daily Intelligence Brief – Thu Jun 25, 2026

USINO.AI MARKET INTELLIGENCE · ASIAN SUPPLY CHAIN DAILY BRIEF · THURSDAY, JUNE 25, 2026 · POST-MICRON … USINO Daily Intelligence Brief – Thu Jun 25, 2026Read more

June 24, 2026June 24, 2026
USINO Weekly Brief – Jun 21, 2026
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USINO Weekly Brief – Jun 21, 2026

The Week the Macro Map Was Redrawn Revisiting the June 14 Brief — Warsh Era Confirmed, … USINO Weekly Brief – Jun 21, 2026Read more

June 21, 2026June 21, 2026

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SCORECARD

Every published assessment, dated and reviewed in the open — including the ones our own later work corrected. 10 on record; first review 7 August.

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Categories

  • Alerts (1)
  • Brief (30)
  • Compute & Chips (8)
  • Foundry & Packaging (5)
  • Infrastructure (3)
  • Insights (10)
  • Networking (2)
  • Physical AI (5)
  • Policy (4)
  • Power & Thermal (1)
  • Supply Chain (2)

About

What We Cover

The US-Asia technology rivalry is reshaping global supply chains faster than most investors and businesses can track. USINO provides independent intelligence on the AI and technology supply chain corridor between the United States, China, and Asia — covering the developments that matter, the companies directly affected, and the analytical context that turns information into insight.

What We Publish

Daily and Weekly Brief — Published on alternate days, with a weekly recap of the most significant company-level developments across the US-China-Asia AI supply chain. Free on the website.

Insights — In-depth articles expanding on the themes in the Brief. Named companies. Specific supply chains. Original analysis. Free on the website.

NEXUS — Ask the intelligence directly. Open Access is open to academic and media by invitation and request only. nexus.usino.ai

Find Us

USINO AI is a private investment company based in Singapore, investing its own capital in the AI and technology supply chain. 

info@usino.ai

Recent Posts

  • FOMC Meeting, September 15-16 falls just outside this window but is close enough to be the dominant near-term catalyst: it is the first policy decision since the August payrolls beat, and the rate path set there recalibrates the discount rate on every humanoid and AI-infrastructure growth story in this brief. USINO Weekly Brief – Sep 14, 2026
  • Malaysia’s chip-export data quietly outran the humanoid headlines, and Washington’s NDAA robot-ban language kept moving toward conference — all ahead of a September 15-16 USINO Weekly Brief – Sep 7, 2026
  • Supply Chain Set Up a Critical Test Next Week: Optimus Gen-2’s Supply Chain Open Day. USINO Weekly Brief – Aug 30, 2026
  • Mirle Automation Ran 34% With No Headline USINO AI DAILY Intelligence Brief – Friday Aug 28, 2026
  • Tesla disclosed the same unresolved production reality USINO AI NEXUS has been tracking since mid-2026: zero units, a magnet-chokepoint supply chain, and a hand-mechanism issue Tesla has never declared fixed.

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