Tech

LLMs replace Wikipedia by absorbing its knowledge while diverting human attention AI convenience erodes verification and shared correction Public knowledge now needs active policy protection Large language models (LLMs

World models let AI build an internal map of reality to simulate and plan They move systems beyond prediction toward reasoning and transfer Grasping world models is now essential for future AI education and policy

Anthropic CEO likens exports to “selling nuclear weapons to North Korea,” issuing a hardline security warning China defies U.S.

Nvidia faces growing copyright infringement allegations over use of pirated book data to train AI Copyright lawsuits over generative AI training continue to pile up worldwide Regulatory gaps widen by country as the U.S., Japan, and the EU move toward looser rules

“AI must not remain confined to internal corporate discourse”Premature proliferation clouds the information market

China sees a surge in new drug clinical trials and global licensing deals Accelerating capture of the global biopharma market through innovation A string of Chinese biotech technology exports, including big-ticket deals with U.S.

Power bottlenecks emerging as AI-driven electricity demand from data centers surges Infrastructure investment gains prominence as a prerequisite for operating the AI ecosystem “Innovation in AI infrastructure will become the next engine of value creation”

Intensifying capacity race amid surging AI server demand Micron acquires Taiwan fab for $1.8 billion Full-scale DRAM mass production expected from the second half of next year U.S.

Memory shortage deepens amid AI demand surge, DDR5 prices jump as much as fourfold Global big tech queues up as supply-demand balance flips PCs and smartphones hit hard, with price hikes and product cancellations mounting Global memory ch

China’s AI market share surges from 1.2% to nearly 30%Emerging markets targeted with price competitiveness

TSMC, Samsung Electronics scale back 8-inch lines to focus on advanced nodes Chinese foundries expand “control” by securing volume and pricing power Korea’s semiconductor crisis as AI chip race costs it the legacy market As global foundry

Inference and physical AI expansion shifts competition from models to infrastructure From chip rivalry to power grid rivalry, U.S.

ChatGPT rolls out $8-a-month ad-supported plan worldwide OpenAI adopts Netflix-style tiering to expand its paid user base Cash-burn pressure mounts as OpenAI turns to ChatGPT Go as an exit strategy

The TSMC–Japan partnership turns education into strategic infrastructure Japan converts geopolitical risk into durable industrial capacity Semiconductor policy is about institutions, not factories Semiconductor risk

FSD Redefined as Driver Assistance System in 2024 Structural Disputes Over Accident Liability Persist Automakers Shift Focus From Level 4 to Advanced Level 2 Systems Tesla has halted the one-time, permanent purchase option for its Full Self-D

TSMC sets 2026 capex at $52 billion to $56 billion Plans to ramp up U.S.

Google’s ‘Gemini’ Puts the Brakes on OpenAI’s ‘ChatGPT’ Dominance Rated as “the company with the most complete portfolio” Control of the global AI ecosystem seen as only a matter of time Google’s artificial intelligence (AI) model ‘Gem

Grid capacity now limits economic growth more than energy supply China is modernizing faster than the United States Transmission, not generation, is the next policy frontier The difference between China's booming data networks an

China Mineral Resources Group (CMRG) Exerts Unprecedented Price Negotiating Power Through Centralized Purchasing Secures Its Own Supply Base With the Simandou Mine by 2028 Pressures Suppliers in the Semiconductor Market by Wielding the Option Not to Buy

KeyBanc estimates Intel 18A yield at 60% Intel signals turnaround after Nvidia 18A test halt rumors and yield controversies Samsung SF2 yield estimated in the 40% range, while reports on Exynos cite 60%, creating conflicting assessments KeyBanc