Tech
R&D tax credits and direct subsidies are not the same tool Tax credits help profitable firms; subsidies help projects start Innovation policy must match support to cash needs, not labels In 2024, China passed the milestone o
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China Prioritizes Speed Over Technological Sophistication Subsidy-Driven ‘China Speed’ Accelerates Technology Acquisition Post-Mass Production Era Ushers in Profitability Stress Test China’s humanoid robotics industry is confronting a
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China Suspends New Autonomous Vehicle Permits Following Robotaxi Service Breakdown China’s Rapidly Expanding Autonomous Driving Sector Prioritized Competition Over Safety Validation Concerns Mount Beyond the Robotaxi Industry to China’s Broader AI Capabilities
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Musk continues arguing in court that OpenAI violated the purpose of his donation OpenAI, desperate to secure funding, effectively moved toward commercialization over several years OpenAI flatly rejects Musk’s claims as “sabotage aimed at supporting Grok’s growth”
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Thin-file borrowers need fair data visibility Privacy should protect, not erase proof Better data rules can expand credit access A credit system can be digital and invisible.
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China’s physical AI race is about reliable robot labor, not viral demos China has the scale and cost edge, as it did with EVs The hard test is quality, safety, and real factory use More than half of all industrial
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NVIDIA moves to diversify supply chain with Taiwan’s Nanya LPDDR5X Samsung Electronics and SK Hynix accelerate LPDDR6 development, but commercialization remains pending Competition intensifies in cutting-edge products such as SOCAMM2, dubbed the “second HBM”
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China’s NDRC Orders Withdrawal of Meta–Manus Deal Manus Remains Within China’s Regulatory Reach Despite ‘De-China’ Moves Global Trend of Intervention to Prevent Technology Outflows Gains Momentum Meta Platforms (hereafter Meta) has encountere
Read MoreSamsung Electronics and SK Hynix are rapidly entering into long-term agreements (LTAs) with global big tech firms Supplier-favorable terms, including increased prepayments and minimum price guarantees, are being incorporated With major countries struggling in HBM competition, Korea’s advantage is expected to persist
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Expansion of China’s EV Footprint in Global Markets BYD, Chery Set Record High Overseas Sales Reshaping the Landscape on the Back of a Fully Integrated Supply Chain Chinese electric vehicles are rapidly reshaping the global automotive landscap
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“Outperform Tesla”: China’s Xpeng Moves to Advance Autonomous Driving Accelerating Push Into Humanoids, Taking Tesla Head-On China’s EV Industry Turns From Bleeding Price Wars to Qualitative Growth Chinese EV startup Xpeng has thrown down the gaunt
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The Advent of a “Cheap and Fast” AI War Era SpaceX and Anduril Expand Their Presence in Defense U.S. Defense Procurement Reshaped as the Traditional Big Three Lose Grip U.S.
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Texas Power Demand Surges Amid Industrial Restructuring Crypto Miners and AI Data Centers Add Strain to the Grid Semiconductor Plants Emerging Across Texas Also Cited as Pressure Points Power demand in the U.S.
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Anthropic as the Technical Benchmark, Surprise Upgrade Executed Agentic Coding Capabilities Enhanced to Regain Market Share OpenAI vs.
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Strategic Push to Address E-Waste Limited Industry Impact Due to 1,000-Cycle Exemption Clause Regulation Could Be Leveraged to Refine Business Models The European Union (EU) will mandate that smartphones and tablets adopt user
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中 CATL, 초고속 충전 가능한 LFP 배터리 개발 기존 LFP 배터리 '구조적 한계' 정조준, 시장 판도 변화 전망 韓 배터리 3사 경쟁 압박 가중, 전고체 배터리가 판도 좌우할까 CATL’s third-generation Shenxing battery/Photo=CATL<
Read MoreTechnological setbacks hit CXMT as HBM3 mass production falters China expected to expand influence in legacy nodes above 28nm SK hynix and Samsung pivot away from legacy toward next-generation technologies China’s memory semi
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"Cost Reduction Achievable" ASRock Unveils Redesigned DDR5 Standard 'HUDIMM' Pronounced Performance Degradation Positions It as a Compromise in an Overheated Memory Market AI Boom Reorients Market Toward Server-Centric Products Such as HBM and SOCAMM 2
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Urban Data Center Infrastructure Bottlenecks Rise of Maritime- and Rail-Based Alternative Siting Strategies Strategic Pivot Driven by Surging Construction Costs and Escalating Land Prices Japan has begun pursuing a data center deploy
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Tech breakthroughs create winners and losers Tech inequality starts before mass adoption Policy must shape who benefits early In 2023, U. S. private sector investments in AI totaled $67.2 billion.
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