Tech

DRAM Pushed to a Lower Priority Amid Intensifying AI CompetitionSupply Chain Leverage Concentrated Around Nvidia

Blueprint for In-House Chip Production to Move Beyond Outsourced ManufacturingCost Strategy Activated Amid Expectations of Prolonged Semiconductor Bottlenecks

Growing Attention on CPUs as a Core Component of Data ProcessingNvidia’s Strategic Positioning Moves from ARM Toward Intel

Strategic shift toward a robotics platform company gains momentumWorkforce and production facilities reorganized to build mass-production capacity

AI apps show strong early monetization but struggle with long-term retention Absolute number of paying subscribers remains limited, profitability under pressure AI firms begin monetization push in markets such as India while maintaining optimistic outlooks

Accelerating high-efficiency solar cell production capacityExpanding from ground power to space energy supply

U.S.

Escalating Water Demand from AI Data Centers Liquid Cooling Becomes Mainstream with High-Density Racks Acceleration of Next-Generation Cooling Technologies Including Immersion Systems As artificial intelligence (AI) adoption accele

Signs of real-world deployment of Israel’s ‘Iron Beam’ emerge “Costly interceptor missiles no longer necessary”—is the era of economic attrition ending? Drone-centric warfare expected to trigger a tectonic shift in modern combat Analysis

Surging Market Share for Chinese Humanoid Robots Commercialization Accelerates on Policy Support and Capital Inflows Challenges Remain in Data, Chips, and AI Operating Systems China’s manufacturing ascent, which previously disrupted global ma

Humanoid robots are entering car factories rapidly Local manufacturing policy may accelerate automation Policies must link subsidies to jobs and skills In 2025, several major automakers quietly tested a new kind of wor

AI analysis and command systems breach Iran’s air defensesExpansion of defense markets draws more civilian AI firms

Hormuz Strait effectively blocked amid U.S.–Iran war Surging maritime and air freight rates rattle global industrial supply chains Prolonged war expected to trigger worldwide stagflation Geopolitical risk emanating from the Middle East

Fears grow over damage to facilities supporting cloud and AI servicesDrone strikes reported at AWS data centers in the Middle East

Hyundai Motor and Tesla Advance into the Market with Divergent Strategies Hyundai Must Secure Technological Superiority to Overturn the Price Gap “Atlas Must Defeat Optimus”: Boston Dynamics’ IPO Trajectory at Stake The year 2028 has be

European EV market expands despite infrastructure constraintsStricter subsidy conditions steer production toward local sourcing

Comprehensive overhaul of FDI policy centered on strategic industriesRising operational uncertainty and compliance costs for foreign firms

Europe should build an EU industrial strategy based on its own strengths Subsidies work only when strong markets and supply chains exist Europe must reinforce its industrial advantages, not copy U.S.

U.S.

Glass Substrates Gain Traction in AI Era as Next-Generation Packaging Alternative SKC, Samsung Electro-Mechanics, LG Innotek Accelerate Production Line Build-Out and Prototype Development U.S., Japan, China Join Fray in Escalating Competition to Establish Mass Production Framework