Safe-Haven Assets Lose Ground as Gold and U.S.

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

Mounting instability in the private credit market as investors begin withdrawing capital Rapid AI expansion exposes risk within private loan portfolios Shares of major private equity managers slide sharply as industry insiders sound alarms

Trump Launches Military Operation Against Iran, Casting Shadow Over U.S.–China Summit Beijing Maintains Cautious Stance, Avoiding Direct Clash With Washington Holding the “Tariff Card” Potential Collapse of Iranian Regime Threatens China’s Oil Supply Chain, Raising Risk of Economic Shock

Japan Mounts All-Out Push for Semiconductor Self-Reliance Through R&D Hub Development Will Japan’s Materials, Components and Equipment Sector, a Pillar of the Global Supply Chain, Further Expand Its Market Dominance? Massive Capital Injections Flow to Foundries Including TSMC and Rapidus

Israel Unveils ‘Hexagonal Alliance’ Blueprint, Seeking Security Realignment New Cooperative Framework Aimed at Counterbalancing Iran, Deemed ‘Primary Security Threat’ Escalating U.S.-Iran Military Confrontation Fuels Fears of Full-Scale Conflict

U.S. GDP Projected to Evaporate in Event of Chinese Invasion of Taiwan 2027 War Scenario Reemerges, U.S.-Taiwan Joint Operational Posture Taking Shape Warnings Over Fragile U.S.

SK Hynix, Samsung Electronics, Micron Expand CAPEX, Sounding Alarm Over Supercycle China’s CXMT, YMTC Emerge as Alternative Suppliers, Shift Toward Price Increases Challenge Intensifies in HBM, DDR5 Frontier Race, Though Yield and EUV Barriers Persist

Samsung Electronics Establishes Dedicated HBM4 Hybrid Bonding Line to Consolidate Lead SK Hynix, Armed with Proven Yields, Projected to Command Majority Share in Vera Rubin HBM4 Supply Chain Micron Categorically Denies “HBM4 Supply Failure” Claims, Emphasizes Mass Production and Shipment Expansion

Tesla’s autonomous driving business faces a “triple risk” of regulatory scrutiny, consumer backlash and safety concerns Recurring accidents over several years, with Austin robotaxi program posting elevated incident rates Incomplete technological maturity, gradual improvement anticipated through long-term driving data accumulation

China’s January New Vehicle Sales Down 3.2%, NEV Sales Plunge 20% Domestic Demand Cools Following Reduction in Government NEV Tax Incentives Chinese Firms Turn to Export Expansion and Low-Price Competition for Survival China’s new vehicle s

A Chinese invasion of Taiwan could slash global GDP by 10%, with South Korea and Japan Facing Direct Impact Semiconductor Supply Chain Collapse Threatens Advanced Industries and Financial Markets Russia-Ukraine War Imposes Massive Economic Losses Amid Protracted Conflict

Intel’s next-generation CPU Nova Lake to consume up to 700W Intel’s dominance falters amid AMD and Arm advances, market share erosion accelerates High-stakes bet embracing thermal and yield risks, testing the durability of its leadership Intel’

Vietnam Resumes Nuclear Development, South Korea Emerges as Leading Contender Westinghouse Technology Licensing Pact Seen as Double-Edged Sword Surging Global Nuclear Demand to Test Team Korea’s Capabilities As the Vietnamese government moves

China Moves to Cut U.S.

Vietnam Signals Air Force Overhaul by Weighing Adoption of French Rafale Fighters Indonesia, India, Iraq Also Purchasing Rafales, Expanding France’s Export Channels Franco-German Rift Over Next-Generation Fighters Raises Question: Rafale Exports as a Strategy to Reinforce Strategic Autonomy?

Trump Presses Ahead With the ‘SAVE Act,’ Reiterating Claims of Election Fraud Democrats Warn Supporters Will Lose Voting Rights, Use Filibuster to Block Passage Trump Administration Advances SAVE Program to Build a New Citizenship Verification Regime

China’s biotech sector has sharply expanded its market presence on the back of government support Surpassing the U.S.

Melania Trump Steps Into the Spotlight With Documentary, Shedding Her Reclusive Image The First Lady as a Brand, Captivating Middle-Aged American Women The Launch of the ‘Melania Business Model’ Spanning Media and Luxury

Samsung Electronics and SK hynix Overtake Alibaba and Tencent in Market Capitalization for the First Time Asia’s AI Investment Axis Shifts from Platforms to Infrastructure Chinese Big Tech Turns to AI for Survival, but Global Leadership Remains Distant