Tech

AI server demand triggers a supply shockChina accelerates both DDR5 and HBM

Average spend shifts fuel a wave of profit turnaroundsIndustry-wide restructuring and voluntary retirements

U.S.

TSMC’s plan to build a six-fab semiconductor cluster has hit the brakes A cost structure 50% higher than Taiwan and a severe shortage of skilled labor Heavy-handed regulations mean that even six fabs cannot meet U.S.

Manufacturing hires fewer people; services now drive job growth Digital services hit $4.25T and robot density doubled, shrinking mid-skill factory roles Pivot to service-led industrialisation with skills, standards, and digital trade rules

A Chinese-invested Silicon Valley company used as the conduit Chips not used for military purposes—thus not subject to sanctions NVIDIA expands AI collaboration with Indonesia-based firms Despite stringent U.S.

Grid inflation becomes reality in the U.S.China keeps industrial electricity ultra-cheap

AI–Human Emotional Bonds Are Straining Real Marriages Some Users Even Hold Virtual Weddings After “Falling in Love” With AI Ohio Bill Seeks to Ban Legal Personhood for AI Growing emotional relationships between humans and AI are creating new

1c DRAM effectively enters the commercialization phaseEarly signs of an investment-cycle recovery as demand rebounds

Chinese researchers propose plant-based method for extracting rare earth elements U.S.

Dismantling Its China-Centric Supply Chain Gradual Business Contraction in South Korea North America-Focused Value Chain Realignment General Motors (GM), one of the “Big Three” U.S. automakers, is rapidly restructuring its global strategy.

Revival of the U.S. Semiconductor Supply Chain Arizona as the Epicenter of the U.S.

Japan’s equity play in African venture capital builds firms and skills The gap is stark: $57.1B BRI (H1-2025) vs $2.2B Africa VC equity (2024), with 31% still debt Link universities, co-investment rules, and procurement to crowd in patient equity and scale export-ready startups

Tesla Shareholders Approve Musk’s $1 Trillion Pay Package As EV Market Slows, Investor Confidence in Musk’s Leadership Grows Top Talent Exodus Further Highlights Musk’s Expanding Influence Tesla shareholders have approved CEO Elon Musk’s new

Tensions Rise in the Productivity Software EcosystemBig Tech Accelerates Shift Toward AI Automation

China, once isolated in global space development accelerates industrialization under state-led initiatives Becoming America’s most formidable rival in space China, which has aggressively invested in the space industry under its “

China’s IC exports surge 24 percent in a yearVolatile prices hinge on speed of production shift

Data Center Wars Move to Space Soaring AI Computation Demands Exceed Earth’s Power and Land Capacity Solar Energy Beyond the Atmosphere Offers a Path Past Resource Constraints A concept rendering of Starcloud’s orbital

China’s Pharma and Biotech Sector Builds Technological Edge Backed by State Support Firms Move Aggressively to Raise Capital Through IPOs and Licensing Deals From Generic Manufacturing to Innovation Leadership, Industry Set for Rapid Revenue Growth

Celltrion, SK Biopharm, and others are increasing their local production footprint Close watch on ripple effects of Trump’s tariff policy Securing U.S.