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The Economy Markets

Aoife Brennan

Korea’s chip exports to China have shrunk dramatically over the past few years China’s fast-growing semiconductor ecosystem keeps pushing for self-reliance, even as the U.S.

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Anne-Marie Nicholson

Prospects of Nvidia Supply Agreement Internal PRA Initiated, Mass Production Ready Only Player to Expand HBM Output Next Year Samsung Electronics has received encouraging signals in its ongoing qualification process for sixth-generation H

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Niamh O’Sullivan

From basic production to leadership in global value chainsA strategic escape route for a cost-pressured, slowing industry

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Siobhán Delaney

EU pushes ‘Russian frozen assets loan for Ukraine’ Belgium protests: “We didn’t confiscate German assets even in World War II” Japan also refuses use of frozen assets, raises legal concerns at G7 The European Union’s plan to extend a repara

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Keith Lee

Remote work and development drives growth Automation narrows factory-led paths Teach English, wire broadband, fix payments One key number should change how ministries of education, finance, and trade plan for the next decade.

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Ethan McGowan

The fiscal sentiment multiplier can crowd in investment—if credit is open and demand credible Japan’s new stimulus tests this channel amid record debt, higher yields, and shaky confidence Aim spending at skills-linked, high-productivity sectors to avoid over-investment and lock in growth

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David O'Neill

Stagflation: Abenomics won’t work Targeted relief; skills first Credible consolidation; productivity growth Alarming data, not just rhetoric, backs Japan’s stagflation.

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Stefan Schneider

Component cost cuts push production past mass-manufacturing thresholdGaps in technical maturity and software capability remain limiting factors

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Siobhán Delaney

Samsung Electronics’ 4nm yield reaches up to 70%; secures AI chip order from U.S.

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Oliver Griffin

Trump Approves Nvidia’s H200 Exports to China Huawei’s AI Chips Advancing to Near-Nvidia Performance China to Approve H200 Use Only When Domestic Chips Are Not Viable U.S.

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Matthew Reuter

Concerns Mount Over Higher Neutral Rate, Acceleration of Yen-Carry Unwinds Government Hit Directly as JGB Issuance Surpasses About $7.5 Trillion Real Wages Decline and Consumption Contracts, Economy Shrinks for First Time in Six Quarters Japan’s 10

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Aoife Brennan

Germany widens defense buildup, pours funds into space security “If the ranks fall short, conscription is an option”—selective draft model planned Across Europe, the race to secure troops and weapons intensifies Europe’s rearmament is gathering pace

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Stefan Schneider

Shift from tech-first operations to revenue-led managementPersistent bubble concerns amid long-term loss forecasts

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Anne-Marie Nicholson

China’s Global Maritime Footholds Across Europe, Latin America, and Africa Piraeus, the Flagship of China’s Maritime Silk Road China’s Tightening Command of Global Maritime Logistics Spurs U.S.

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Tyler Hansbrough

South Korea’s not-so-quiet year in cybersecurity: it’s not just Coupang Many Korean companies still hesitate to invest more in security—and post-incident response often falls short The React incident that shook the industry: could it expose deeper weaknesses in Korean business?

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Niamh O’Sullivan

Restructuring of return hubs and introduction of an “immigration refusal tax”Reduced trade benefits for non-cooperative states, mounting pressure

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Aoife Brennan

Third Revision of Korea’s Commercial Act Unveiled — Mandatory Treasury-Share Cancellation at the Core Business Groups Scramble for Workarounds on Treasury-Stock Rules, but Run Into Limits “No More Loopholes” — Regulators and Markets Respond Coldly

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Niamh O’Sullivan

Intel grapples with worsening CPU and AI chip shortagesShift toward server-first production pushes PC prices higher

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Siobhán Delaney

BloombergNEF “106 GW Needed by 2035” ‘AI Data-Center-Driven Power Crunch’ Already Materializing Aging, Inadequate Power Grid Under Increasing Strain The explosive growth of artificial intelligence (AI) technologies has triggered an unprecede

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David O'Neill

A Taiwan Strait shock would choke energy, chips, and shipping that keep East Asia learning Japan/Korea: oil-route risks; ASEAN: migrant, logistics, student shocks Protect schools now—fuel, offline kits, spares, regional compact

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