The Economy Markets

AI boom sends DRAM and HBM prices soaring Data-center investment surges across Asia, keeping memory demand on a steady rise U.S.

Microsoft, Google, Amazon Roll Out Successive Hyperscale Projects World’s No.

India and Russia have maintained an alliance for more than 60 years since the Cold War era Cooperation extends beyond energy and defense to joint development of icebreakers Tariff talks with the United States also accelerating, likely to conclude within the year

Policy rate cut by 25bp to 3.50–3.75% November private payrolls hit by ‘negative growth shock’ Aggressive rate cuts likely if chair is replaced The U.S.

China posts largest trade surplus in its historyRare-earth export controls widen the scope of friction

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.

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

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

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

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.

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

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

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

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

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.

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

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

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

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.

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?