What changed
Overnight it’s all about a fresh China tech crackdown, a supply-chain quake in Japan, and Nvidia’s CEO scrambling in DC.
BYD is also making a bold, direct play for Japan’s protected kei-car market.
The Trump admin just banned new Chinese humanoid robots and power inverters.
This is interesting — it’s not just chips anymore, the hardware net is widening fast.
A quake in Kumamoto disrupted TSMC and Toyota operations.
Why it matters
Overnight it’s all about a fresh China tech crackdown, a supply-chain quake in Japan, and Nvidia’s CEO scrambling in DC.
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Jul 29, 2026 06:05 AM ET