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Siobhán Delaney

China Accelerates Adoption of Domestic Equipment in New Fabs AI Demand and State Support Fuel Localization Efforts Chinese Equipment Market Booms Despite U.S.

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Nathan O’Leary

US chip policy may soon deliver a blow to AI-linked stocks operating in China. An upcoming investigation result could reshape tech tariffs and international alliances. Despite restrictions, China continues to build a robust domestic semiconductor supply chain A key pillar of Donald Trump’s 2024 presidential campaign, securing American technological superiority, now stands at a critical juncture.

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Madison O’Brien

China rains invitations to global AI cooperation. The U.S. races ahead with minimal regulation and maximal speed. Despite the summit’s fanfare, no bridge was built; only distances were preserved. As the World Artificial Intelligence Conference opened in Shanghai, China positioned itself at the center of global AI governance, days after the Trump administration rolled out a sweeping deregulation strategy in Washington.

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Catherine Maguire

In April 2025, 73% of AI experts surveyed by the Pew Research Center stated that artificial intelligence would have a positive impact on how people perform their jobs over the next two decades; only 23% of the US public agreed. The growing gulf is not just about jobs or productivity; it also encompasses broader societal issues. It is about what these systems are.

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Stefan Schneider

Silicon Valley is now borrowing China’s grueling “996” work schedule to stay competitive. Chinese firms, such as DeepSeek, are reshaping the AI battlefield with high-performance models at a low cost. This convergence of hustle and innovation is testing the boundaries of ambition, ethics, and global collaboration. A new tech culture is quietly emerging at the intersection of America and China, a vision of relentless work, hyper-cost efficiency, and geopolitical rivalry.

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Anne-Marie Nicholson

Intel will cut 15% of its workforce after a dismal Q2 2025 performance. Total headcount is expected to shrink by nearly a quarter by year-end. Flagship Ohio factory faces years-long construction delays amid financial strain. Intel was once synonymous with American innovation, a bellwether of technological progress and silicon dominance. But in 2025, the company is fighting to stay relevant amid fierce competition, financial setbacks, and internal upheaval.

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David O'Neill

This article is based on ideas originally published by VoxEU – Centre for Economic Policy Research (CEPR) and has been independently rewritten and extended by The Economy editorial team. While inspired by the original analysis, the content presented here reflects a broader interpretation and additional commentary. The views expressed do not necessarily represent those of VoxEU or CEPR.

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Aoife Brennan

American Automotive Policy Council criticizes outcome of U.S.–Japan trade talks. Warns of declining price competitiveness as U.S.

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Niamh O’Sullivan

Fading first-mover advantage dilutes competitive edgeTechnology-driven strategies fall short in a crowded race

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David O'Neill

This article is based on ideas originally published by VoxEU – Centre for Economic Policy Research (CEPR) and has been independently rewritten and extended by The Economy editorial team. While inspired by the original analysis, the content presented here reflects a broader interpretation and additional commentary. The views expressed do not necessarily represent those of VoxEU or CEPR.

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Ethan McGowan

This article is based on ideas originally published by VoxEU – Centre for Economic Policy Research (CEPR) and has been independently rewritten and extended by The Economy editorial team. While inspired by the original analysis, the content presented here reflects a broader interpretation and additional commentary. The views expressed do not necessarily represent those of VoxEU or CEPR.

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Siobhán Delaney

Trump Signs Stablecoin Legalization Bill China’s CBDC Adoption Permanently Prohibited U.S.-China Diverge in Strategy, Enter Full-Scale Currency Hegemony Rivalry On July 18, U.S.

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Nathan O’Leary

OpenAI is turning ChatGPT into a full-service commercial and civic platform. By internalizing e-commerce and funding nonprofits, it’s building its own AI ecosystem. Profit, power, and public trust now converge at a single, expanding hub: OpenAI. SAN FRANCISCO. OpenAI, the trailblazing force behind ChatGPT, is entering a defining chapter in its evolution, not only as an AI research lab but as a full-fledged commercial and civic ecosystem.

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Nathan O’Leary

Samsung’s slimmer Galaxy Z Fold 7 surprises with better battery life. Market response signals a shift toward premium foldables, especially in Korea. A rebranding could redefine Samsung’s place in the high-end smartphone world. Samsung is no stranger to innovation, but its latest iteration of foldable smartphones may be its most pivotal yet. The Galaxy Z Fold 7 introduces a sleeker form factor without compromising performance, battery life, or appeal.

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TER Editors

The most revealing number in first‑quarter 2025 was not a blockbuster yield or a spectacular default. It was 3.1 basis points—the average bid‑ask spread recorded across forty‑one sovereign and supranational bonds issued as fully tokenised instruments on permissioned ledgers. Their matched conventional twins traded at 6.6 basis points, more than double the friction. That 3.5-basis-point delta may look microscopic, yet every basis point saved on a standard USD 100 million ten-year bond removes roughly USD 100,000 in intermediation costs.

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Siobhán Delaney

CXMT and YMTC Expand Production Rapidly to Capture Market Share Will Rising DDR4 Prices Provide Additional Tailwinds? Chinese Firms Also Eye High-Value Products Like DDR5 and HBM The influence of Chinese memory semiconductor companies—Changx

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Catherine Maguire

This article is based on ideas originally published by VoxEU – Centre for Economic Policy Research (CEPR) and has been independently rewritten and extended by The Economy editorial team. While inspired by the original analysis, the content presented here reflects a broader interpretation and additional commentary. The views expressed do not necessarily represent those of VoxEU or CEPR.

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Ethan McGowan

This article was independently developed by The Economy editorial team and draws on original analysis published by East Asia Forum. The content has been substantially rewritten, expanded, and reframed for broader context and relevance. All views expressed are solely those of the author and do not represent the official position of East Asia Forum or its contributors.

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