Homeplus Sees Payment Delays Spill Into Unpaid Supplier Bills and Wages Amid a Cash Crunch Labor and Management Urge DIP Financing, Saying Support Is Needed to Normalize Operations Potential DIP Lenders Meritz Financial and Korea Development Bank Show Limited Appetite for Additional Funding

U.S., EU, UK and 20 Other Countries Move to Build Supply-Chain Alliance to Cut Reliance on China’s Rare Earths China Controls 90% of Rare Earth Refining and Magnet Manufacturing, Making Full Exclusion From Supply Chains Difficult China’s Rare Earth Dominance Expected to Weaken Gradually Over the Next Decade

China Sells U.S.

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position

Canada Rules Out a China FTA as Trump’s Tariff Pressure Mounts After Easing Trade Frictions, Canada and China Take Friendlier Steps, Including Lower Tariffs Canada’s Prime Minister Signals Resolve to Push Back at the U.S. Canada has flat

Latin America Emerges as a Strategic Hub for Critical Minerals, Drawing a Surge in Global Mining Investment China Moves Aggressively, While the U.S.

Global CEOs’ confidence in revenue growth sinks to a five-year low Pressure mounts to show returns on AI spending, with few firms seeing real financial gains Rushed AI rollouts backfire, hurting service quality and driving up costs Glo

Surge in technology leaks hits semiconductors, displays, and secondary batteries Laws tightened, but light prison sentences blunt deterrent effect Korea should look to tougher responses in the U.S.

EU pushes “Made in Europe” legislation, doubling down on protectionist trade stance Moves to shield industrial competitiveness amid fiscal strain and slowing growth Energy supply risks and trade tensions with China add pressure across the bloc

TSMC sets 2026 capex at $52 billion to $56 billion Plans to ramp up U.S.

Nvidia raises the bar for HBM4 supply, intensifying race on speed and logic dies Samsung leans on foundry strength, while SK Hynix faces TSMC bottlenecks Is Nvidia pushing supplier competition to gain leverage in HBM price talks? Nvidia ha

Samsung Electronics and SK Hynix ramp up DRAM output amid a memory supply crunch Memory prices expected to keep surging, pushing up PC and smartphone prices China’s CXMT accelerates in scale and capability, emerging as a key market wildcard Majo

Japan steps up response to China’s weaponization of rare earths, declares supply-chain overhaul with G7 Supply-chain self-reliance push dating back to the 2010s expands to deep-sea mining Political calculations cited amid parliament dissolution and early election prospects

China’s EV-heavy support leaves gasoline cars stranded, fueling an export glut Over-subsidization sickens China’s EV sector as oversupply and price wars persist Local governments prop up zombie firms, distorting markets as debt pressure mounts

Korean Shipbuilding assets pile up in M&A market, but deals move slowly MASGA hopes and the supercycle inflate valuations, raising acquisition burden Capex pressure, Japan’s catch-up and other risks remain piled up K

U.S. invasion of Venezuela unlikely to have major short-term impact on global oil prices Despite holding the world’s largest reserves, output accounts for just 1% as infrastructure collapse and U.S.

December FOMC deepens internal Fed rift over whether to cut rates Judgment grows opaque as polarization runs through the U.S.

Korean regulators and parliament move in tandem to strengthen CISO authority at financial firms Repeated hacking and data breaches fuel growing consumer concerns Financial sector revamps security systems, but market says “lenient penalties are the real problem”

China’s Debt Ratio Climbs to 302.3% by End-September, Liabilities Top 400 Trillion Yuan Surge in Local Government Debt and Deflation-Driven Nominal Growth Slowdown Push Ratio Higher Authorities Move on Debt Rollovers and Demand Stimulus, but Doubts Linger Over Short-Term Impact

Harman to Buy ZF ADAS Unit for €1.5bn, Stepping Up SDV Push Samsung Electronics on M&A Spree With Fläkt, Sound United, Xealth Legal Risks Cleared, New M&A Team in Place — Questions Linger Over Scale and Direction