TSMC, Samsung Electronics scale back 8-inch lines to focus on advanced nodes Chinese foundries expand “control” by securing volume and pricing power Korea’s semiconductor crisis as AI chip race costs it the legacy market As global foundry

Inference and physical AI expansion shifts competition from models to infrastructure From chip rivalry to power grid rivalry, U.S.

FSD Redefined as Driver Assistance System in 2024 Structural Disputes Over Accident Liability Persist Automakers Shift Focus From Level 4 to Advanced Level 2 Systems Tesla has halted the one-time, permanent purchase option for its Full Self-D

China Mineral Resources Group (CMRG) Exerts Unprecedented Price Negotiating Power Through Centralized Purchasing Secures Its Own Supply Base With the Simandou Mine by 2028 Pressures Suppliers in the Semiconductor Market by Wielding the Option Not to Buy

Supreme Court decision approaching, conservative justices skeptical that “taxation is Congress’s authority” Trump warns “U.S.

China looks abroad as EU moves to shield domestic industry Tariff clash ongoing since 2024 enters a phase of de-escalation EU formalizes procedures to introduce minimum prices on Chinese EVs The European Union has formally initiated procedur

U.S. Port Fee Pressure Jolts COSCO, China Counters With $7 Billion State-Backed Orders Global Carriers Accelerate De-China Supply Chains, China’s New Orders Slump as U.S.

Vietnam Accelerates Nuclear Restart Amid Power Shortages and Carbon Neutrality Pressure Japan Withdraws Over Disputes on Next-Generation Reactor Adoption and Completion Timeline Russia Advances With Technology Transfer and Export Finance Package

OECD–G20 overhaul exempts U.S.

Daehan Cable Secures $74 Million Turnkey Project in California, Demonstrating Technical Credibility U.S.

Six consecutive half-years of declining hiring, deepening employment contraction among SMEs Exports hit $700 billion, yet semiconductor dependence remains entrenched Chinese offensive erodes manufacturing competitiveness, heightening urgency for corporate restructuring

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

Construction of two largest-ever Trump-class warships Plan to ultimately secure up to 25 next-generation battleships Cooperation with South Korea’s Hanwha on new frigate construction The first vessel of the U.S.

France confirms construction of a next-generation nuclear-powered aircraft carrier valued at roughly $13 billion, a strategic decision by President Emmanuel Macron aimed at securing independent defense capabilities U.S.

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

Germany’s Bundestag approves a $55 billion military procurement package and accelerates rearmament by loosening constitutional debt limits Under NATO’s unprecedented “5% of GDP” agreement, the EU injects funding through joint borrowing such as 45-year SAFE loans Debt-laden Europe faces a “guns-and-butter” dilemma, cutting welfare budgets to finance security

Exploiting the pandemic-era surge in remote work through “disguised employment” Hundreds of laptops stockpiled in U.S.

The U.S.-backed joint venture (JV) will secure a 10% newly issued stake in Korea Zinc, emerging as the pivotal force in next year’s shareholder vote The Tennessee smelter is positioned as a critical hub for America’s “de-Chinafied” supply chain, producing 13 strategic minerals Youngpoong and MBK counter with allegations of a “USD 7 billion fraudulent guarantee,” preparing an injunction to halt the share issuance

Unanimous Economist Call for a Hike, Political Green Light and Recovery Cement Move to 0.75% With 10-Year JGB Yields Pre-Pricing at 1.97%, Yen-Carry Unwind Shock Likely Contained; Crypto Markets Brace for Higher Volatility As “Super-Weak Yen” Fades, Korea’s Autos and Shipbuilding Eye Competitiveness Rebound, but Won-Yen Co-Movement and Technology Gap Remain Constraints

China’s defense budget contains numerous off-the-books items, making its true scale difficult to determine Geopolitical tensions intensify as Asian countries accelerate military spending A series of recent military provocations targeting Taiwan, the Philippines, and Japan