Tech

Arm focuses on finished-chip business with unprecedented compensation package Challenge extends to PC market long dominated by x86 architecture, with Nvidia partnership in place Market-share race led by Intel and AMD faces potential upheaval from Arm camp offensive

The Gap Between Carbon Neutrality Ambitions and Manufacturing Realities Rising Carbon Prices Feed Through to Electricity Bills and Production Costs Mounting Pressure to Ease Regulations as Industrial Competitiveness Weakens The

China Unveils Automotive Standardization Plan, Revealing Ambition to Lead the Ecosystem Standardization Emerges as a Tool for Competitiveness, Raising Questions Over U.S.-Led Technology Order “Top-Tier Technology vs.

Zijin Mining Targets Gold and Copper Supercycle Chinese Mining Groups Accelerate Global Asset Acquisitions U.S.

EU unveils IAA draft tightening restrictions on Chinese EVs Chinese automakers expand European production footprint to circumvent sanctions barriers U.S.

Huawei unveils advanced chip production technology excluding ASML semiconductor equipment China’s rapidly expanding AI sector wagers aggressively on price competition to secure global dominance Profitability deteriorates amid excessive competition, while allegations emerge over imitation of Western AI technologies

Cracks Emerging in AI Chip Monopoly AMD Expands Supply Chain and Packaging Push, Broadcom Accelerates ASIC Offensive Google and Blackstone Forge TPU Alliance Signs of fragmentation are beginning to emerge in the artificial intelligence

Google unveils Gemini 3.5 Flash model with dramatically lower token costs AI market strained by soaring token-processing expenses, weighing on providers and customers alike “Price now matters more than performance” — Google seen gaining momentum in market-share race as public-sector adoption broadens

Kioxia valuation surges on soaring NAND prices Competition intensifies to tap U.S.

Surging cloud demand drives sharp escalation in infrastructure investment burdens Blackstone to inject $5 billion and secure majority ownership stake Alphabet’s growing dependence on external capital underscores limits of internal funding capacity

NextEra Energy seeks to acquire Dominion Energy in $67 billion deal Soaring AI-driven electricity demand sends data-center-region power prices skyrocketing Utilities and power companies ramp up capital expenditure, with industry-wide M&A activity expected to accelerate

AI Glasses Poised to Succeed Smartphones as the Next-Generation Device AI Delivers Instant Information Through Eyewear Alone, Unlocking Vast Use Cases From Meta to Samsung, Competition Intensifies Over AI Agent Wearable Dominance The race to

Nvidia’s LPDDR consumption by 2027 projected to surpass combined smartphone demand from Apple and Samsung AI server market pivots toward LPDDR amid mounting power constraints, fueling expectations for continued commodity DRAM price increases China accelerates LPDDR5 and LPDDR5X development, though yield instability and limited experience remain major obstacles

Volkswagen joined by Mercedes in defense-sector expansion Idle factories repurposed for military production amid Europe’s security crisis Rising defense budgets and regulatory easing create favorable industrial climate As Europe’s securi

Power shortages stall data center projects Transformer raw material constraints hinder short-term output expansion America’s fragile future amid industrial infrastructure decline raises parallels with Britain’s historical downfall

U.S. Automakers Deeply Reliant on Chinese Parts as Major Brands Struggle to Decouple Chinese EVs Emerging as Security and Economic Threat Amid Expanding Regulatory Barriers Trump’s Remark Urging Chinese Carmakers to Enter U.S.

Chinese Shipbuilding Nears 85% Global Market Share by First-Quarter Order Volume South Korean Yards Focus on High-Value Vessels, Delivering Clear Earnings Growth Deepening South Korea-U.S. Shipbuilding Cooperation Expands Seoul’s Influence in U.S.

China is turning frontier science into a new quality strategy The real test is whether research depth can build global trust “Made in China” may soon mean reliability, not just low cost In 2024, China hit a

Meta’s DAP Falls 5% in Q1, With Russian Restrictions Cited as the Cause Young Users Continue to Leave Facebook, With Demand Shifting to TikTok and Other Platforms Illegal Advertising Risks and Aggressive Investment Raise Likelihood of Further Profitability Erosion

Meta Secures Humanoid Robotics Talent Through ARI Acquisition Potential Synergies Emerging Between Robotics and Existing Smart Glasses Business Escalating AI Spending Draws Increasingly Skeptical Market Response Meta has formally entered th