Intensifying capacity race amid surging AI server demand Micron acquires Taiwan fab for $1.8 billion Full-scale DRAM mass production expected from the second half of next year U.S.

Fed Independence as a Global Collective Defense Line Markets Focus on Next Fed Chair Appointment Pro-Trump Dove Kevin Warsh Emerges as Front-Runner As controversy surrounding the criminal investigation of U.S.

Controversy Over Erosion of Fed Independence as Powell Faces Investigative Pressure; Fitch Issues Downgrade Warning Political Interference Spurs Inflation Risks and Treasury Sell-Off, Raising Fears of Foreign Capital Flight Fiscal Dominance Undermines the Foundations of Dollar Hegemony, Amplifying Systemic Financial Risk

White House hosts trilateral talks among the United States, Denmark, and Greenland Trump: “If the United States doesn’t take it, Russia or China will” Is there a long-term strategic calculus beyond the security argument?

Trump “If the killing does not stop, we will take very strong action” Fears of Iranian regime collapse heighten volatility in energy markets Russia, Israel and others closely watch cascading regional repercussions A post b

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

U.S.

Fourteenth consecutive day of anti-government protests across Iran Iran crosses Trump’s warned ‘red line’ “With its support base collapsing, the Iranian regime has no option left but a hardline crackdown” Anti-government pr

Growth Exceeds 4%, Yet Employment Cools Firms Opt for AI Over Hiring, Pursuing ‘Slimmed-Down’ Strategies AI Boosts Productivity but Weighs on Job Creation The prevailing keyword defining corporate hiring strategies in

Investigation into antitrust violations over collusion on steel sales prices Years-long price manipulation uncovered through WhatsApp messages Protectionist public procurement framework seen as structurally incentivizing collusion

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.

$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

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

Removal of anti-U.S.

Local-Government Debt Expansion Amid a Property Downturn China’s “Lost Decades” Risk Intensifies China’s Debt Ratio Breaks Above 300% of GDP for the First Time China’s local governments are sharply ramping up issuance of asset-backed

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

Japan to extract rare earth–bearing seabed sediments from deep waters Seawater to be removed at processing facilities to separate rare earths U.S.–Japan–Australia supply chain alliance accelerates post-China resource realignment

Yen Weakness Persists Despite ‘Highest Rate in 30 Years’ Increase “Speculative Yen Sell-Off, Decisive Action Needed,” Japan Signals Possible Intervention Fiscal Expansion Fuels Yen Selling, Highlighting Structural Economic Concerns Beyond Rates

Trump-Style Investment Immigration Draws 1,300 Applicants in Just 10 Days Demand Concentrates Amid Tightened Immigration Controls and Online Screening Constitutional Concerns Raised Over Wealth-Based Double Standards Trum

Rewiring of labor-market compensation architecture amid AI diffusion Automation acceleration and economy-wide employment-contraction pressure Productivity-driven widening of asset and income gaps The U.S.