Supply diversification intensifies U.S.–China tensionsWashington turns to allies to offset lost exports

Rising AP expenses erode internal profitabilityGains from strong sales flow to Qualcomm’s bottom line

Beijing strengthens quotas, expands curbs to finished productsWashington scrambles to cut dependence on China

Consensus on the Need to Counter BeijingAI Chip Alliance Architecture Taking Root

Record User Growth, but Plunging Trust in TechnologyTalent War Ends, Sudden Strategic Shift

Valuations Reset After OverheatingBehind Rapid Growth: Rising Investment and Costs

U.S.

Facility Investments Resume to Speed HBM EntryExperience Gained from DDR5 Pursuit

Final Ruling Due in November, Reversal UnlikelyChinese Firms’ IP Violations Under Scrutiny

Beijing Sees “Boost to Consumption and Economic Growth”Shift in Focus as Export-Led Model Hits Limits

Automation spreading to welding, transport and other processesMoves to develop dedicated humanoid robots underway

Exchange rate control remains in Beijing’s hands, not the marketScars from the 2015 surprise devaluation linger

Focus Shifts to Preserving Order in Northeast Asia and the Western PacificU.S. Congress Stresses Need for Permanent Force Presence

High-Risk, Volatile, Uncertain Assets Cleared for InvestmentLosses Shifted to Individual Investors

Higher Tax Revenues Mask Rising Consumer BurdensMarket Liberalization Abroad Creates New Opportunities

Target Valuation at $4.2 BillionFrom Quiet Contender to Market Reshaper

“Harsh Tariffs” Signal Mounting Trade PressureIndia’s Three-Year Oil Buying Spree Draws Fire

The U.S.

"Hiring Foreign Workers Reduces Jobs" Gains TractionUniversities Alarmed by Potential OPT Elimination

U.S.-Centric Procurement Strategy AcceleratesTariff Pressure Threatens Supplier Bankruptcies