Tech

Supply chain resilience has become a national security issue, not just a business strategy When diversification fails, inventories rise and economic fragility deepens Managing dependence now matters more than restoring efficiency <

U.S.–Taiwan tariff negotiations are nearing a conclusion, with tariffs set to be lowered to 15%. TSMC accepts U.S.

The Korea Fair Trade Commission’s blade turns squarely toward Coupang, with even a business suspension now under discussion For platform operators, the damage could far exceed fines Livelihoods of 230,000 small merchants at stake

Losses deepen as core businesses stagnate All-in push to secure competitiveness at next-generation battleground ‘14A’ Sub-1.4-nanometer race ignites, reshaping the global foundry order Naga Chandrasekaran, Chief Operati

U.S.

AI Shifts From Recommendation Tool to Purchase InterfaceAccumulated Long-Term Partnership → Countering Amazon

Big Tech bets on India’s nuclear sector to secure data center power Indian government targets tenfold expansion of nuclear capacity led by SMRs Surging AI-driven power demand marks a global inflection point for nuclear energy India has moved

TSMC’s 2nm node pulls in AI chip demand, tightening its grip on the market With 3nm capacity tapped out, TSMC pivots to a major 2nm investment expansion Samsung bets on 2nm, but yield and customer gaps remain clear constraints Taiwan’s TSMC, the

Akio Toyoda’s philosophy of “preserving the engine” and Toyota’s securing of roughly $9 billion in investment firepower The electrification of automobiles: V2L and energy arbitrage If EV bottlenecks are resolved, high-efficiency engines could be isolated like Betamax

Legal Battle Intensifies Over Disclosure Obligations of U.S.-Listed Companies Key Issues Center on Knowledge and Concealment of Data Breach and Causal Link to Stock Price Distortion Company Expected to Activate U.S.

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

From smartphones to refrigerators, Google–Samsung AI alliance expands across the board Google aggressively widens user touchpoints, Samsung fires a warning shot at Apple Gemini’s market influence surges, shaking OpenAI ChatGPT’s throne

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

Memory makers’ HBM push tightens wafer supply for DRAM and NAND Wafer capacity stagnates as the post–COVID-19 supercycle memory slump drags on Capex is rising, but a near-term end to the supply crunch looks unlikely A view is emerging tha

Global memory prices keep climbing as AI demand surges and supply stays tight Samsung Electronics and SK hynix gain the upper hand in pricing talks, with earnings seen improving Despite heavy investment, China’s memory profitability and market share stagnate, with an “IPO rally” a medium- to long-term wildcard

Broadening Employment Contraction Driven by AI Adoption Rising Care Employment Amid Deepening Super-Aging Trend Acceleration of Labor and Industrial Reorganization Around Age-Tech As workforce reductions spread acro

K-food accelerates expansion into Indonesia, widening its reach beyond Vietnam as a core hub Export flows smooth further after last year’s easing of regulations on key items such as instant noodles Halal certification, a key factor for local consumers, is unlikely to become a major variable

TSMC’s Review of AI Line Conversion and Japan’s All-Out Semiconductor Push AI Data Centers Rapidly Filling the Void Left by Nissan and Toyota’s Battery Investment Retreat The ‘EV Exodus’ and a Monumental Capital Shift Toward AI, as Companies Seek New Pathways Through ESS and Hybrids

“No plant without customers” principle formally reaffirmedIntel’s earnings and technological competitiveness weaken in tandem