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Welcome to BGA's Asia Street blog, where you'll find commentary and analysis from our people on the ground.

Commentary
Tech in 2026: Geopolitics, AI Risk, and Infrastructure Constraints Reshape the Sector

WHAT YOU NEED TO KNOW Entering the second half of 2026, geopolitical tensions are increasingly crystallizing into structural constraints around semiconductor controls and access to critical minerals, with implications likely to outlast near-term diplomatic momentum. Agentic artificial intelligence (AI) is emerging as a cybersecurity threat that can operate faster than existing defense architectures are designed to handle, accelerating vulnerability discovery in legacy critical infrastructure systems … Continue Reading

A small ginko leaf William Heidlage