A Flexible Approach Toward Latecomers The Race for In-House AI Chip Development Heats Up HBM4 Winner Expected to Reshape the Memory Market Landscape In the rapidly evolving landscape

Tariff Issues and Supply Cuts Lead to DDR4 ShortageHelps Companies Reduce Dependence on NAND and HBMPremature Tech Transition Brings Unexpected Risks

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.

Workforce Inefficiencies Reduced After AI Adoption Wave of Layoffs Accelerates Across U.S.

OpenAI: “Partnership Restructuring Is Inevitable” Warning Signs of a Trust Breakdown Emerging Across the Board Microsoft’s Offerings Deemed ‘Below Expectations’ Once celebrated as th

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.

“LGD sheds LCD in China” / “LGD exits LCD in China” “Goes all-in on high-end OLED in Korea” “Goal: strengthen profitable next-gen products” Panoramic Vi

Moves to Exclude China from Supply Chains Accelerate ASEAN Identified as Key Front in Anti-China Strategy China Responds by Strengthening Manufacturing Diversification The U.S.

Germany’s Proxima Fusion Secures €130 Million in Funding Global Firms Compete for Commercialization by Early 2030s Safer and More Eco-Friendly Than Coal and Nuclear Power

"China Accelerates Quantum Computing Self-Reliance Aiming to Develop 10,000-Qubit Error-Corrected System Focused on Securing Future Quantum Advantage" R

Vietnam and Other Southeast Asian Nations See Rise in Chinese Imports and U.S.-Bound Exports After the U.S.

Profitability Gap Widens Compared to Competitors Concerns Raised Over Promotional and Fixed Costs Can the Star Actress Strategy Work Amid Chinese Onslaught? Part

Middle Eastern Countries Intensify Efforts to Develop AI Industry Saudi Arabia Strengthens ‘AI Alliance’ with the U.S. WSJ: “Be Aware of Potential Project Reductions, Cancellations, and Geopolitical Risks”

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.

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.

WSJ: "Intel Must Spin Off Foundry Business to Escape Management Crisis" Earlier this year, speculation went beyond a spin-off to a possible sale. Intel insiders, however, are focused more on improving technological capabilities than restructuring.

Over 50% performance improvement over the previous model. Potential collaboration to reclaim technological leadership. Strategy includes GDDR7, emphasizing cost and flexibility advantages.

Korea’s Top 3 Battery Firms See Market Share Drop from 44.1% to 39% China Grips Material Supply Chain, Rapidly Advances in Technology Structural Weakening Visible Across Both Upstream and Downstream Industries

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.

Global Tech Giants Like Intel and Micron Shift Toward Southeast Asia Vietnam Rises Following Malaysia and Singapore Supply Chain Realignment Around Southeast Asia Gains Traction