Hormuz Strait effectively blocked amid U.S.–Iran war Surging maritime and air freight rates rattle global industrial supply chains Prolonged war expected to trigger worldwide stagflation Geopolitical risk emanating from the Middle East

Hyundai Motor and Tesla Advance into the Market with Divergent Strategies Hyundai Must Secure Technological Superiority to Overturn the Price Gap “Atlas Must Defeat Optimus”: Boston Dynamics’ IPO Trajectory at Stake The year 2028 has be

U.S.

Taiwan-Japan-India Forge ‘Division of Roles’ Semiconductor Alliance Taiwan and India’s Public-Private Sectors Execute Aggressive Semiconductor Investments Japan Mounts All-Out Revival Campaign After Elpida’s Collapse, With Rapidus at the Core

Seoul jeonse listings plunge 15% in a month, supply-demand index hits highest level since 2021 Supply contracts under stringent regulations and declining move-in volumes Property market enters a new phase of structural adjustment, with accelerated shift from jeonse to monthly rentals projected

U.S. Reiterates Shipbuilding Ambitions Under AMAP Skepticism Mounts Over Structural Limitations of U.S.

Iran Signals Willingness for Nuclear Negotiations Amid U.S. Military Pressure, Draft Agreement Under Preparation Wartime Posture Maintained, Risk of Armed Confrontation Persists U.S.

Anthropic completes $30 billion funding round, surging valuation Agent-driven technology fuels B2B demand absorption and robust revenue growth OpenAI counters with coding-specialized model launch and IPO review Anthropic, the developer of t

Prolonged Western Sanctions and India’s Exit Weigh on Russian Crude Demand Urals Crude Plunges, Cargoes Pile Up at Sea as China Exports Near Ceiling Cornered Moscow Pursues Economic Engagement With Washington, Including Return to Dollar Settlement

U.S. FY2026 Tariff Revenues Surge 304%, Delivering Short-Term Fiscal Relief Delayed Supreme Court Ruling Sustains Risk of Retroactive Refunds Tariff Burden Shifted to U.S. Firms and Households, Raising Growth Concerns U.S.

Solar Product Price Increases Across China’s Industry Erosion of Price Competitiveness Amid Rising Input Costs and Reduced State Support Prospects of Weakened Position for Renewable Energy as the Lowest-Cost Power Source Chinese solar manufact

S&P Slashes China’s New-Home Sales Forecast, Warning of Prolonged Downturn Rapid Expansion of Advanced Industries Falls Short of Replacing Growth Engine “Growth Could Falter at Any Moment” China’s Economy Balances on a Knife’s Edge

Intel, AMD Server CPU Supply Disruptions Drive Price Hikes and Delivery Delays ‘Post-Settlement’ Clauses Emerge in Prolonged Memory Shortage Global Data Center Expansion Expected to Slow Amid Component and Power Grid Constraints Intel and AMD

Vietnam Steps Up Efforts to Foster the Rare Earth Industry, Moves to Overhaul Regulatory Framework Expansion of the Mining Value Chain to Absorb Surging Global Rare Earth Demand South Korea, the United States, and the EU Move Early to Establish Cooperative Ties With Vietnam

With “one in three citizens elderly,” Japan’s aging accelerates, heightening labor shortage risks Tokyo steps up institutional reforms as industries extend, abolish, and reconfigure retirement systems Major economies move in lockstep on retirement age extensions, signaling a global labor market shift

Rising Middle East Tensions Driven by U.S.–Iran Conflict Send Crude Shipping Rates Soaring Stalled Bilateral Talks Leave Scope for Military Confrontation Intact China’s Economic Slowdown Deals a Direct Blow, Pushing Container Freight Rates Lower Across All Routes

Homeplus Sees Payment Delays Spill Into Unpaid Supplier Bills and Wages Amid a Cash Crunch Labor and Management Urge DIP Financing, Saying Support Is Needed to Normalize Operations Potential DIP Lenders Meritz Financial and Korea Development Bank Show Limited Appetite for Additional Funding

U.S., EU, UK and 20 Other Countries Move to Build Supply-Chain Alliance to Cut Reliance on China’s Rare Earths China Controls 90% of Rare Earth Refining and Magnet Manufacturing, Making Full Exclusion From Supply Chains Difficult China’s Rare Earth Dominance Expected to Weaken Gradually Over the Next Decade

China Sells U.S.

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position