Experts and Markets Align on a December Rate Cut Private-Sector Employment Data Deteriorates Sharply as Inflation Stays Relatively Steady If the Russia–Ukraine War Winds Down, Inflation Could Ease Further The Federal Reserve is increasingly

amsung Gains as AI Drives a Looming Shortage in Commodity DRAM Micron and SK hynix Also Accelerate Portfolio Shifts China’s CXMT Steps Up DDR5 Development to Boost Competitiveness The global memory-chip market is projected to sustain explosive g

Alibaba launches ‘Quark’ AI smart glasses in China With the smart-glasses market surging, could mobile’s dominant form factor be about to change? The technology is also driving meaningful innovation in medical settings

Michael Burry, the Real-Life Investor Behind The Big Short, Bets on Another Market Downturn He Shuts Down His Hedge Fund and Repositions Himself as a Market Analyst and Blogger Big AI Firms Reject the “Bubble” Narrative, Calling It a Natural Phase of Technological Revolution

China Moves to Push Out U.S.-Made AI Chips Like Nvidia’s China’s AI Chip Industry Advances Quickly, but Supply Remains Unstable Trump Signals Tighter Export Controls — Nvidia Braces for a Major Market Loss China is accelerating its push for

U.S.

TSMC CEO: “Market Demand Is Far Beyond What We Can Handle” Company Plans to Expand Leading-Edge 2nm Fabs From Seven to Ten to Meet Demand Samsung and Intel Raise Their 2nm Capabilities, Setting Up a Direct Challenge to TSMC Global foundry lead

Book by Bloomberg Journalist Reveals: “ASML Offered to Share Inside Information on Its China Factory With the U.S.” China, Struggling to Improve Lithography Technology, Has Even Damaged ASML Tools While Attempting Reverse Engineering Global Chip-Equipment Makers Can’t Ignore China Sales Despite U.S.

European Countries Rapidly Expand Defense Spending Fiscal Deterioration and Stagnant Growth Raise Alarms Over Economic Security U.S.

First U.S. Jobs Data Released Since the Shutdown Sends Mixed Signals AI-Driven Job Shock, Fewer Immigrants, and Budget Cuts Push Unemployment Higher “Hold or Cut?” — Opinions Split on the Federal Reserve’s Next Rate Move The U.S.

Reuters: “U.S. Chip Tariffs May Not Come Immediately” Trump Administration’s Unpredictable Moves Keep the Industry on Edge TSMC and Samsung Face Tougher Calculations on U.S.

U.S.

TSMC’s U.S. Unit Faces Mounting Costs, Struggles to Stay Profitable Additional U.S.

AI Rapidly Replaces Office Jobs, Stirring Market Turmoil Tech Firms See Waves of Mass Layoffs Workers Urged to Understand the Shift and Adapt Accordingly Artificial intelligence is poised to shake up the labor market.

China’s Actual Gold Purchases This Year Estimated at 250 Tons — Far Above Official Figures A Strategy to Hedge Dollar Risk and Strengthen the Yuan’s Global Role As De-Dollarization Spreads Around China, the U.S.

China Urges Citizens to Avoid Travel to Japan Amid Escalating Tensions With No Shift in either Side’s Position, Anti-Japan Sentiment Expected to Rise Sharp Drop in Chinese Tourists Looms — Will It Hit Japan’s Real Economy? China’s foreign m

Chinese Startups Secure Only 10% of Overseas Funding Prolonged Venture Slump Keeps Profitability Stagnant Oversupply and Weak Consumption Send a Chill Through China’s Domestic Market Overseas venture-capital firms have sharply scaled back t

Korean Financial Authorities to Prepare Measures to Stabilize the USD–KRW Exchange Rate Strong Overseas Stock Buying by Domestic Investors Pushes the Rate Higher Speculative Retail Investors Fueling the Trend as Illegal Trading Chatrooms Spread

Chinese researchers propose plant-based method for extracting rare earth elements U.S.

Trump Backtracks on His Hardline Approach to International Students U.S. Study Demand Drops After Trump’s Second Term Universities Warn of Deepening Financial Strain and Softer Domestic Demand Donald Trump, who had pressured U.S.