Tech

China accelerates expansion of nuclear generating capacity under a state-led strategy Standardization strengthens infrastructure capabilities while delivering significant cost advantages Rapidly expanding nuclear market could reshape the standing of traditional leaders including the United States, France, and Switzerland

Government pours funding into semiconductor resurgence Growing wave of investment centered on HBM and foundry manufacturing Production-line realignment targeting Samsung Electronics and TSMC gathers momentum The Japanese governme

Huawei declares its goal of achieving 1.4-nanometer-class chips by 2031 China seeks to bypass EUV constraints through Logic Folding design architecture Aims to narrow the technology gap through accumulated manufacturing experience

Space became commercial because public authority first made the market credible The US needed less direct funding because deep private capital could finance the risk China shows why state funding matters when pre-IPO markets are thinner

Chinese 6-inch SiC wafer prices plunge amid 8-inch migration and government self-sufficiency policies Global wafer supply chain remains vulnerable to surging demand and recurring shortages Sustained Chinese pricing advantage could reshape the competitive landscape

Alphabet seeks an $80 billion equity raise to fund AI infrastructure investments Aggressively tapping bond markets while sharing investment costs with outside investors Escalating AI arms race drives Big Tech to absorb mounting chipflation-related costs

Airport, Factory and Warehouse Deployment Turns Industrial Sites Into Humanoid Testing Grounds Productivity and Safety Validation Remain Inadequate as Expectations Outpace Reality Battery Innovation and Embodied Data Among Key Challenges Yet to Be Solved

Arm focuses on finished-chip business with unprecedented compensation package Challenge extends to PC market long dominated by x86 architecture, with Nvidia partnership in place Market-share race led by Intel and AMD faces potential upheaval from Arm camp offensive

The Gap Between Carbon Neutrality Ambitions and Manufacturing Realities Rising Carbon Prices Feed Through to Electricity Bills and Production Costs Mounting Pressure to Ease Regulations as Industrial Competitiveness Weakens The

China Unveils Automotive Standardization Plan, Revealing Ambition to Lead the Ecosystem Standardization Emerges as a Tool for Competitiveness, Raising Questions Over U.S.-Led Technology Order “Top-Tier Technology vs.

Zijin Mining Targets Gold and Copper Supercycle Chinese Mining Groups Accelerate Global Asset Acquisitions U.S.

EU unveils IAA draft tightening restrictions on Chinese EVs Chinese automakers expand European production footprint to circumvent sanctions barriers U.S.

Huawei unveils advanced chip production technology excluding ASML semiconductor equipment China’s rapidly expanding AI sector wagers aggressively on price competition to secure global dominance Profitability deteriorates amid excessive competition, while allegations emerge over imitation of Western AI technologies

Cracks Emerging in AI Chip Monopoly AMD Expands Supply Chain and Packaging Push, Broadcom Accelerates ASIC Offensive Google and Blackstone Forge TPU Alliance Signs of fragmentation are beginning to emerge in the artificial intelligence

Google unveils Gemini 3.5 Flash model with dramatically lower token costs AI market strained by soaring token-processing expenses, weighing on providers and customers alike “Price now matters more than performance” — Google seen gaining momentum in market-share race as public-sector adoption broadens

Kioxia valuation surges on soaring NAND prices Competition intensifies to tap U.S.

Surging cloud demand drives sharp escalation in infrastructure investment burdens Blackstone to inject $5 billion and secure majority ownership stake Alphabet’s growing dependence on external capital underscores limits of internal funding capacity

NextEra Energy seeks to acquire Dominion Energy in $67 billion deal Soaring AI-driven electricity demand sends data-center-region power prices skyrocketing Utilities and power companies ramp up capital expenditure, with industry-wide M&A activity expected to accelerate

AI Glasses Poised to Succeed Smartphones as the Next-Generation Device AI Delivers Instant Information Through Eyewear Alone, Unlocking Vast Use Cases From Meta to Samsung, Competition Intensifies Over AI Agent Wearable Dominance The race to

Nvidia’s LPDDR consumption by 2027 projected to surpass combined smartphone demand from Apple and Samsung AI server market pivots toward LPDDR amid mounting power constraints, fueling expectations for continued commodity DRAM price increases China accelerates LPDDR5 and LPDDR5X development, though yield instability and limited experience remain major obstacles