Tech

TSMC sets 2026 capex at $52 billion to $56 billion Plans to ramp up U.S.

Google’s ‘Gemini’ Puts the Brakes on OpenAI’s ‘ChatGPT’ Dominance Rated as “the company with the most complete portfolio” Control of the global AI ecosystem seen as only a matter of time Google’s artificial intelligence (AI) model ‘Gem

Grid capacity now limits economic growth more than energy supply China is modernizing faster than the United States Transmission, not generation, is the next policy frontier The difference between China's booming data networks an

China Mineral Resources Group (CMRG) Exerts Unprecedented Price Negotiating Power Through Centralized Purchasing Secures Its Own Supply Base With the Simandou Mine by 2028 Pressures Suppliers in the Semiconductor Market by Wielding the Option Not to Buy

KeyBanc estimates Intel 18A yield at 60% Intel signals turnaround after Nvidia 18A test halt rumors and yield controversies Samsung SF2 yield estimated in the 40% range, while reports on Exynos cite 60%, creating conflicting assessments KeyBanc

Nvidia raises the bar for HBM4 supply, intensifying race on speed and logic dies Samsung leans on foundry strength, while SK Hynix faces TSMC bottlenecks Is Nvidia pushing supplier competition to gain leverage in HBM price talks? Nvidia ha

U.S. lawmakers raise concerns over discriminatory Korean digital regulations Congress steps up pressure under the banner of protecting U.S.

Samsung Electronics and SK Hynix ramp up DRAM output amid a memory supply crunch Memory prices expected to keep surging, pushing up PC and smartphone prices China’s CXMT accelerates in scale and capability, emerging as a key market wildcard Majo

State-owned CSN Filed Preliminary Application with ITU in December If Realized, Five Times Larger Than Starlink’s Planned 40,000 Satellites Strategic Advantage in Securing Long-Term Footholds in Space Defense and Communications Infrastructure

Supply chain resilience has become a national security issue, not just a business strategy When diversification fails, inventories rise and economic fragility deepens Managing dependence now matters more than restoring efficiency <

U.S.–Taiwan tariff negotiations are nearing a conclusion, with tariffs set to be lowered to 15%. TSMC accepts U.S.

The Korea Fair Trade Commission’s blade turns squarely toward Coupang, with even a business suspension now under discussion For platform operators, the damage could far exceed fines Livelihoods of 230,000 small merchants at stake

Losses deepen as core businesses stagnate All-in push to secure competitiveness at next-generation battleground ‘14A’ Sub-1.4-nanometer race ignites, reshaping the global foundry order Naga Chandrasekaran, Chief Operati

U.S.

AI Shifts From Recommendation Tool to Purchase InterfaceAccumulated Long-Term Partnership → Countering Amazon

Big Tech bets on India’s nuclear sector to secure data center power Indian government targets tenfold expansion of nuclear capacity led by SMRs Surging AI-driven power demand marks a global inflection point for nuclear energy India has moved

TSMC’s 2nm node pulls in AI chip demand, tightening its grip on the market With 3nm capacity tapped out, TSMC pivots to a major 2nm investment expansion Samsung bets on 2nm, but yield and customer gaps remain clear constraints Taiwan’s TSMC, the

Akio Toyoda’s philosophy of “preserving the engine” and Toyota’s securing of roughly $9 billion in investment firepower The electrification of automobiles: V2L and energy arbitrage If EV bottlenecks are resolved, high-efficiency engines could be isolated like Betamax

Legal Battle Intensifies Over Disclosure Obligations of U.S.-Listed Companies Key Issues Center on Knowledge and Concealment of Data Breach and Causal Link to Stock Price Distortion Company Expected to Activate U.S.

Department store sales increasingly concentrated in a handful of ultra-large flagship locations, intensifying the pull toward Seoul Beyond restructuring, the retail industry enters a phase of fundamental business model reconfiguration amid shifting consumption patterns Post-pandemic underperformance at U.S.