Growing fatigue with leftist governments’ unmet promisesHopes for diversified foreign partnerships sway voters

Fundamental vulnerabilities in the EV industry laid bareBeijing pledges tighter certification and oversight

Markets bet on a rate hold despite hawkish signalsWeakening labor data destabilizes near-term policy expectations

Financial sector bracing for full mobilizationContradictions in a funding model that leans on public money

AI server demand triggers a supply shockChina accelerates both DDR5 and HBM

Reducing External Dependence → Preparing to Move Up the Value ChainLeveraging the Accumulated Effect of Legal and Institutional Reforms

1c DRAM effectively enters the commercialization phaseEarly signs of an investment-cycle recovery as demand rebounds

Amended corporate law catalyzes a broader activist pushLarge-scale campaigns now targeting major conglomerates

Tensions Rise in the Productivity Software EcosystemBig Tech Accelerates Shift Toward AI Automation

Far-Right Agenda Rekindled in TokyoAnti-China Sentiment Blends with Real Estate Controls

Headwinds for a New York IPO Add Weight to Sale RumorsEarnings and Valuation Recovery Create a Window to Sell

“TSMC Is a National Strategic Asset” Sparks BacklashU.S. CHIPS Act Strategy Faces Pushback and Policy Reassessment

Beijing denounces Taipei contact as a diplomatic provocationFrosty APEC encounter underscores “smile-free diplomacy”

Post-Earnings Call Reveals Progress in HBM4 ShipmentsMass Production of Samples Highlights Strengths and Risks of 1c DRAM

From Hidden Road Acquisition to Ripple Prime LaunchCrypto Industry Shifts Toward Institutional Consolidation

IPO Funding Fuels Push for Technological EdgeCapital Inflows Driven by Tech and Manufacturing Startups

From South America’s Wealthiest Nation to One of Its Poorest in a DecadeU.S. Rejects Maduro’s “Gradual Exit” Proposal

Economic Worries Deepen Despite Policy SupportAfter Last Year’s Failed Attempt, Beijing Tries Again

Low Labor Costs and State Financing Widen the GapPartial Recovery in LNG Carrier Orders

China’s LNG imports from Russia rise despite U.S. and EU sanctionsConstruction of the Power of Siberia 2 pipeline gains momentum