Tech

Semiconductor Capital Expenditure Sets New High on Expanding AI Demand Global Top Three Accelerate Investment Amid Advanced-Node Competition China Emerges as a Key Variable Shaping Cycle Sustainability Capital expenditure across the global semi

Moves to Ease the Burden of a Prolonged CrisisAbsence from hearings fuels accusations of responsibility evasion

Shortened construction timelines lead to additional investment and renewed expansionMoves to address both advanced logic processes and memory simultaneously

Chinese Chipmakers Rush Into IPOs Moore Threads, MetaX and Others Notch IPO Pops of Up to 6x Tech Self-Reliance Surges — Driven by U.S.

Memory-wide “supercycle” reaffirmedChina’s shifting HBM roadmap emerges as the biggest variable

Limits of Technology Verification Emerge Beneath Rapid Growth Design Flaws in Autonomous Driving Safety Systems Surface ‘Made in China’ Autonomous Vehicles See Trust Erode China’s goal of mass-producing

Samsung Electronics Seen Supplying Up to 70% of Mobile DRAM for iPhone 17 HBM Production Focus Triggers Broad DRAM Shortage, Driving Sharp Price Gains Rising Memory Costs Set to Push PC and Smartphone Prices Higher Samsung Electronics h

Tariffs buy learning time but, in tight supply chains, hit households first Protection works only when narrow, temporary, and performance-tied with investment Technological hegemony comes from factories and exports; tariffs are a short clock

Label fast and show sources Track latency and publish audits Teach verification; support independent checks Right now, about half of all adults get their news from social media.

Tencent Secures $1.2 Billion in Nvidia Compute Access via Japanese Cloud Network U.S. DOJ Indicts H100/H200 Smuggling, Tightens Physical Controls While Remote Cloud Access Remains a Gap U.S.

‘Deal of the Century’ Takes Another Turn Paramount Moves to Quell Financing Concerns Whoever Wins, the Decline of Movie Theaters Seen Accelerating Paramount, which had previously participated in the bid to acquire Warner

Baidu Teams Up with Uber and Lyft to Roll Out Robotaxi Services in the UK “Is It Safe to Expand This Fast?” Safety Concerns Linger With Safety Data Already Accumulated, Robotaxis Push Past Controversy Toward Commercialization

Battery market shifts from shipment race to safety-centered competition Huawei ESS verifies fire safety under the industry’s latest standards Chinese companies including WeLion move into solid-state battery development H

Surging ESS Demand Driven by Renewables and Data Centers, Reshaping the Power Market Battery Makers Hit by the EV “Chasm” Turn to ESS as the Next Growth Engine China’s Price Edge Helps It Dominate the Global Battery Market, Korea Moves to Catch Up <

Korea’s Webtoon Industry Weakens Amid Content Oversupply; IP “Virtuous Cycle” Benefits Flow to OTT Hits Actor Fees Too High for Webtoon Firms to Move into In-House Production Animation Emerges as the Next Growth Engine, with Kakao and Naver Making Back-to-Back Big Bets

Japan decides on large-scale investment after judging the risks of overseas dependence Development of a trillion-parameter model to be opened to domestic companies Global race intensifies to secure sovereign AI as a future core industry

Google, Microsoft, and other Big Tech firms make large-scale investments in fusion companies Rising as a long-term energy source amid data center expansion Technological maturity and economic viability remain constraints, commercialization expected to take time

U.S.

Core LCD Material Polarizers Pushed Out by China, Forcing ‘Strategic Retreat’ Samsung and LGD Even Ceding Plants Under ‘Red Tech’ Offensive OLED Also at Risk as Chinese Players Gain Ground in Next-Generation Technologies Alongside semicondu

Korea’s Refining and Petrochemicals Sector Builds In-House Power Plants to Cut Energy Costs Using Lower-Carbon Fuels Like LNG to Boost Clean-Competitiveness GS Caltex Speeds Up Decarbonization by Building a Palm-Oil-Based Biodiesel Value Chain <