Tech

China’s Semiconductor Industry Posts Explosive Profit Growth and Pushes for Technological Self-Reliance CXMT Makes a Splashy Market Debut, With Solid Growth Foundations Despite Technology Gap Korea and Taiwan, Semiconductor Powerhouses, Bolster Division of Labor to Stay on Guard

Tesla Profitability Erodes as Investment in Robot Development and Mass-Production Facilities Expands R&D Spending and Capital Expenditure Surge Despite Lack of Optimus Revenue Prolonged Upfront Investment Burden Expected Until Real-World Productivity Is Proven

Samsung Secures Tesla, Anthropic and Broadcom in Succession End-to-End Integration from Memory to Foundry New Global Customer Wins Signal Foundry Rebound Taiwan’s TSMC is raising foundry prices as capacity at leading-edge nodes tightens, creating

Domestic sales plunge as subsidies are scaled back and curbs on loss-leading discounts tighten Surging Chinese auto exports intensify restructuring pressure on European carmakers Expansion into new businesses still faces obstacles to securing monopoly pricing power

Kimi K3 demonstrates weak cyberattack capabilities in a joint US-UK assessment Distillation-based training fails to produce advanced offensive hacking competence China faces growing pressure to prove original capabilities after repeated disputes with the US over model distillation

Honda and Nissan strengthen cooperation to improve competitiveness in software-defined vehicles Global automakers compete to establish de facto standards around SDV platforms Toyota proposes unified component standards and joint procurement across Japanese automakers

Google maintains aggressive investment strategy despite negative free cash flow Big Tech AI spending intensifies amid fears that delayed investment means falling behind Shadow liabilities continue to expand while the path to AI monetization remains uncertain

Google launches lightweight AI models focused on reducing operating costs OpenAI and Anthropic also prioritize cost efficiency as the token-maxxing era fades AI tokenomics reshapes the market while low-cost Chinese models gain ground

Oracle required to provide substantial collateral for Wisconsin data center power infrastructure Heavy upfront cloud investment placing growing pressure on cash flow and creditworthiness Rising US opposition to data centers threatening to delay Oracle’s path to profitability

Corporate AI token consumption rising rapidly as cost pressures become more visible Efficient model-management strategies spreading to eliminate unnecessary token use AI providers launching services and solutions focused on reducing customer costs

Chinese state-backed investment firms step in to contain the global technology-stock sell-off Low-cost, high-performance Kimi K3 shakes AI investment sentiment and pressures US leaders China details a long-term AI development strategy, signaling a potential market realignment

LG Electronics Ends Two-Decade Laptop Business in Brazil Chipmakers Concentrate Production Capacity on AI Server Memory Shrinking Commodity DRAM Supply Drives Up Finished-Product Costs LG Electronics is withdrawing from Brazil’s laptop market a

Surging AI accelerator demand pushes TSMC’s CoWoS capacity to its limit Nvidia may allocate some next-generation GPU production to Intel’s EMIB SK hynix and Samsung Electronics expand wafer and back-end capacity in tandem The bottlenec

AI boom constrains commodity DRAM supply, reinforcing price downside rigidity South Korea secures market advantage and pricing power as China and Japan accelerate pursuit Major manufacturers benefit from AI-driven surge in NAND flash demand

BYD turns to local production in response to tighter restrictions on Chinese EVs Approaches Renault in 2024 and 2025, seeking control beyond a conventional partnership Localization strategy runs into defenses of management control, regional sourcing requirements and a high-cost production environment

Sluggish Chinese smartphone sales during the peak 618 shopping festival Surging memory prices compound cost pressures, triggering successive price increases Accelerating development of high-performance devices tailored to on-device AI demand

Narrowing Performance Gap Among Frontier AI Models Growing Adoption of Task-Specific Model Combinations and Orchestration Shift in Market Competition From Model Performance to Cost per Task The rules of competition in the artificial intelligence

Three-Model Lineup Spanning Flagship Sol to Lightweight Luna Routing, Caching and Batch Processing Built Into GPT-5.6 Intensifying Price Competition Among Providers Shifts Battleground to Deployment Capabilities Price competition encompassing both mod

Advanced packaging emerges as a critical differentiator in semiconductor technology competitiveness Foundry leader TSMC significantly expands investment in advanced packaging Taiwan's backend semiconductor ecosystem increasingly aligns with TSMC, with capacity expansion gathering pace

Honda and Nissan to share next-generation automotive technologies Expanding joint development and standardization efforts to include component subsidiaries Pursuing economies of scale to strengthen competitiveness in the era of software-defined vehicles