Single SMH Put Purchase Accounts for More Than 30% of Total Premiums Big Tech’s Massive AI Spending Spree Raises Questions Over Monetization Semiconductor Stocks Face Turbulence if the AI Bubble Bursts Investors are increasingly betting on declin

EU gas storage levels decline as natural gas prices soar Falling Russian gas imports and Middle East risks deliver a severe blow Alternatives—including U.S.

“Do You Support Procuring European-Made Weapons?” U.S.

Gulf states accelerate efforts to secure oil transport routes bypassing the Strait of Hormuz Transport routes diversified through pipeline construction and connections to Red Sea ports Iran’s plan to monetize Hormuz faces setback, imperiling postwar economic reconstruction

Apple’s Review of CXMT Memory Draws Pressure From US Congress Chinese Memory Prices Soar as Performance, Product Maturity and Yields Remain in Question CXMT’s Rapid Capacity Expansion Tests the Depth of Mainland Demand Apple’s plan to procure

Pop Mart Sheds Its “Chinese Company” Image as US Sales Surge Chinese Food-Service Brands Accelerate US Push With Localization Strategies Beauty Brands Leverage Storytelling and Social Media Marketing Chinese brands are stepping up their push in

Saudi Arabia, Türkiye and Pakistan Sign Mutual Defense Pact in Mecca Saudi Arabia Seeks Regional Primacy Through Diplomatic Influence and Partners’ Military Strength Middle East Power Map Poised for Realignment Across the US, China, Russia and Other Major Powers

Marine engine manufacturers accelerate expansion into onshore data center market Data center operators turn to marine engine companies amid gas-turbine supply bottlenecks Expectations grow for FDC integration, while sustainability of offshore AI infrastructure remains uncertain

Bank of Japan signals further tightening after June rate hike Gradual approach loses ground, raising concerns over wages and domestic demand U.S.

Korean Job Seekers Turn to Japan’s Employment Market Japan’s Foreign Workforce Surges, but Job Quality Remains in Question Reports of Mistreatment Proliferate Amid Broker and Staffing-Agency Involvement The number of young Koreans seeking employmen

CDS premiums surge across U.S.

U.S.

Trump administration invokes Section 301 to impose another round of tariffs on 60 countries Washington seeks tariff revenue to offset mounting deficits and debt Inflation, higher interest rates, and slower growth could ultimately worsen fiscal risks

US government formalizing intervention in access to frontier AI models Policy focused on controlling foreign access rather than restraining domestic development Growing need for a unified federal standard to replace divergent state-level rules

China actively incorporates AI technology into its cultural industry policies AI supercharges China’s rapidly expanding micro-drama market Local media production ecosystem loses ground to AI technology China’s entertainment industry is bei

Record Number of Tourists Visit Korea for Medical Treatment “Affordable and Low-Burden” Dermatology Accounts for More Than Half of Treatment Demand End of VAT Refunds for Cosmetic Medical Services Erodes Price Competitiveness The number of

Sluggish Chinese smartphone sales during the peak 618 shopping festival Surging memory prices compound cost pressures, triggering successive price increases Accelerating development of high-performance devices tailored to on-device AI demand

Advanced packaging emerges as a critical differentiator in semiconductor technology competitiveness Foundry leader TSMC significantly expands investment in advanced packaging Taiwan's backend semiconductor ecosystem increasingly aligns with TSMC, with capacity expansion gathering pace

AI token prices have plunged over the past few years, yet real-world AI spending continues to climb. Exploding compute demand is strengthening the pricing power of AI infrastructure providers, including data center operators. Once infrastructure bottlenecks ease, a sharp improvement in automation efficiency could trigger sweeping changes across the labor market.

Nvidia seeks to expand market share and generate recurring revenue through GPU demand guarantees Circular transaction model spreads across AI infrastructure market, with Google joining Nvidia "In-House Chips Instead of Costly Nvidia GPUs" Big Tech Accelerates Shift Away from Nvidia