Tech

Explosive growth in AI data centers intensifies grid bottlenecks Aging transmission infrastructure and shortages of power equipment expose supply constraints Unconventional infrastructure from subsea to orbital data centers gains traction The

China’s Semiconductor Sector Races to Secure Compatibility With DeepSeek V4 China’s Government Accelerates State-Led Growth by Integrating Semiconductor Supply Chains Under U.S.

Panthalassa Raises $140 Million in Series B Round FDCs Emerge as AI-Era Alternative, Offering Independent Energy Supply and Efficient Cooling Technical Constraints Such as Communication Speeds and Maintenance Remain Pronounced, With Regulatory Confusion Also Expected

Chips Are Growing Hotter and Larger: “Plastic Can No Longer Withstand It” Glass Substrates Emerge as the ‘Universal Fix’ for AI’s Biggest Heat Challenge Thinner Packaging Possible Without an Intermediate Interposer Competition among dom

R&D tax credits and direct subsidies are not the same tool Tax credits help profitable firms; subsidies help projects start Innovation policy must match support to cash needs, not labels In 2024, China passed the milestone o

China Prioritizes Speed Over Technological Sophistication Subsidy-Driven ‘China Speed’ Accelerates Technology Acquisition Post-Mass Production Era Ushers in Profitability Stress Test China’s humanoid robotics industry is confronting a

China Suspends New Autonomous Vehicle Permits Following Robotaxi Service Breakdown China’s Rapidly Expanding Autonomous Driving Sector Prioritized Competition Over Safety Validation Concerns Mount Beyond the Robotaxi Industry to China’s Broader AI Capabilities

Musk continues arguing in court that OpenAI violated the purpose of his donation OpenAI, desperate to secure funding, effectively moved toward commercialization over several years OpenAI flatly rejects Musk’s claims as “sabotage aimed at supporting Grok’s growth”

Thin-file borrowers need fair data visibility Privacy should protect, not erase proof Better data rules can expand credit access A credit system can be digital and invisible.

China’s physical AI race is about reliable robot labor, not viral demos China has the scale and cost edge, as it did with EVs The hard test is quality, safety, and real factory use More than half of all industrial

NVIDIA moves to diversify supply chain with Taiwan’s Nanya LPDDR5X Samsung Electronics and SK Hynix accelerate LPDDR6 development, but commercialization remains pending Competition intensifies in cutting-edge products such as SOCAMM2, dubbed the “second HBM”

China’s NDRC Orders Withdrawal of Meta–Manus Deal Manus Remains Within China’s Regulatory Reach Despite ‘De-China’ Moves Global Trend of Intervention to Prevent Technology Outflows Gains Momentum Meta Platforms (hereafter Meta) has encountere

Samsung Electronics and SK Hynix are rapidly entering into long-term agreements (LTAs) with global big tech firms Supplier-favorable terms, including increased prepayments and minimum price guarantees, are being incorporated With major countries struggling in HBM competition, Korea’s advantage is expected to persist

Expansion of China’s EV Footprint in Global Markets BYD, Chery Set Record High Overseas Sales Reshaping the Landscape on the Back of a Fully Integrated Supply Chain Chinese electric vehicles are rapidly reshaping the global automotive landscap

“Outperform Tesla”: China’s Xpeng Moves to Advance Autonomous Driving Accelerating Push Into Humanoids, Taking Tesla Head-On China’s EV Industry Turns From Bleeding Price Wars to Qualitative Growth Chinese EV startup Xpeng has thrown down the gaunt

The Advent of a “Cheap and Fast” AI War Era SpaceX and Anduril Expand Their Presence in Defense U.S. Defense Procurement Reshaped as the Traditional Big Three Lose Grip U.S.

Texas Power Demand Surges Amid Industrial Restructuring Crypto Miners and AI Data Centers Add Strain to the Grid Semiconductor Plants Emerging Across Texas Also Cited as Pressure Points Power demand in the U.S.

Anthropic as the Technical Benchmark, Surprise Upgrade Executed Agentic Coding Capabilities Enhanced to Regain Market Share OpenAI vs.

Strategic Push to Address E-Waste Limited Industry Impact Due to 1,000-Cycle Exemption Clause Regulation Could Be Leveraged to Refine Business Models The European Union (EU) will mandate that smartphones and tablets adopt user

中 CATL, 초고속 충전 가능한 LFP 배터리 개발 기존 LFP 배터리 '구조적 한계' 정조준, 시장 판도 변화 전망 韓 배터리 3사 경쟁 압박 가중, 전고체 배터리가 판도 좌우할까 CATL’s third-generation Shenxing battery/Photo=CATL<