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Siobhán Delaney

$20 Billion Raised on the Back of Nvidia Support Acceleration of the Hyperscale AI Infrastructure Race Intensifying Competition for Data Centers, Power, and Chips Elon Musk-founded artificial intelligence startup xAI has secured an additiona

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Aoife Brennan

From smartphones to refrigerators, Google–Samsung AI alliance expands across the board Google aggressively widens user touchpoints, Samsung fires a warning shot at Apple Gemini’s market influence surges, shaking OpenAI ChatGPT’s throne

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Siobhán Delaney

Japanese firms implicated in TSMC technology leakage, sending shockwaves through Taiwanese society Retired executive’s move to Intel expands investigation to U.S.

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Aoife Brennan

Memory makers’ HBM push tightens wafer supply for DRAM and NAND Wafer capacity stagnates as the post–COVID-19 supercycle memory slump drags on Capex is rising, but a near-term end to the supply crunch looks unlikely A view is emerging tha

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Aoife Brennan

Global memory prices keep climbing as AI demand surges and supply stays tight Samsung Electronics and SK hynix gain the upper hand in pricing talks, with earnings seen improving Despite heavy investment, China’s memory profitability and market share stagnate, with an “IPO rally” a medium- to long-term wildcard

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Anne-Marie Nicholson

Broadening Employment Contraction Driven by AI Adoption Rising Care Employment Amid Deepening Super-Aging Trend Acceleration of Labor and Industrial Reorganization Around Age-Tech As workforce reductions spread acro

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Aoife Brennan

K-food accelerates expansion into Indonesia, widening its reach beyond Vietnam as a core hub Export flows smooth further after last year’s easing of regulations on key items such as instant noodles Halal certification, a key factor for local consumers, is unlikely to become a major variable

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Oliver Griffin

TSMC’s Review of AI Line Conversion and Japan’s All-Out Semiconductor Push AI Data Centers Rapidly Filling the Void Left by Nissan and Toyota’s Battery Investment Retreat The ‘EV Exodus’ and a Monumental Capital Shift Toward AI, as Companies Seek New Pathways Through ESS and Hybrids

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Niamh O’Sullivan

“No plant without customers” principle formally reaffirmedIntel’s earnings and technological competitiveness weaken in tandem

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Siobhán Delaney

Semiconductor Capital Expenditure Sets New High on Expanding AI Demand Global Top Three Accelerate Investment Amid Advanced-Node Competition China Emerges as a Key Variable Shaping Cycle Sustainability Capital expenditure across the global semi

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Stefan Schneider

Moves to Ease the Burden of a Prolonged CrisisAbsence from hearings fuels accusations of responsibility evasion

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Niamh O’Sullivan

Shortened construction timelines lead to additional investment and renewed expansionMoves to address both advanced logic processes and memory simultaneously

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Aoife Brennan

Chinese Chipmakers Rush Into IPOs Moore Threads, MetaX and Others Notch IPO Pops of Up to 6x Tech Self-Reliance Surges — Driven by U.S.

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Stefan Schneider

Memory-wide “supercycle” reaffirmedChina’s shifting HBM roadmap emerges as the biggest variable

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Anne-Marie Nicholson

Limits of Technology Verification Emerge Beneath Rapid Growth Design Flaws in Autonomous Driving Safety Systems Surface ‘Made in China’ Autonomous Vehicles See Trust Erode China’s goal of mass-producing

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Aoife Brennan

Samsung Electronics Seen Supplying Up to 70% of Mobile DRAM for iPhone 17 HBM Production Focus Triggers Broad DRAM Shortage, Driving Sharp Price Gains Rising Memory Costs Set to Push PC and Smartphone Prices Higher Samsung Electronics h

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Ethan McGowan

Tariffs buy learning time but, in tight supply chains, hit households first Protection works only when narrow, temporary, and performance-tied with investment Technological hegemony comes from factories and exports; tariffs are a short clock

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Keith Lee

Label fast and show sources Track latency and publish audits Teach verification; support independent checks Right now, about half of all adults get their news from social media.

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Matthew Reuter

Tencent Secures $1.2 Billion in Nvidia Compute Access via Japanese Cloud Network U.S. DOJ Indicts H100/H200 Smuggling, Tightens Physical Controls While Remote Cloud Access Remains a Gap U.S.

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Anne-Marie Nicholson

‘Deal of the Century’ Takes Another Turn Paramount Moves to Quell Financing Concerns Whoever Wins, the Decline of Movie Theaters Seen Accelerating Paramount, which had previously participated in the bid to acquire Warner

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