Tech

Samsung Electronics and SK hynix Overtake Alibaba and Tencent in Market Capitalization for the First Time Asia’s AI Investment Axis Shifts from Platforms to Infrastructure Chinese Big Tech Turns to AI for Survival, but Global Leadership Remains Distant

Cost Structure Shifts Including Memory Drag ProfitsGlobal Appliance Market Reorganizing Around China

Rising Middle East Tensions Driven by U.S.–Iran Conflict Send Crude Shipping Rates Soaring Stalled Bilateral Talks Leave Scope for Military Confrontation Intact China’s Economic Slowdown Deals a Direct Blow, Pushing Container Freight Rates Lower Across All Routes

U.S. Shipbuilding Loses Competitiveness, With Sixfold Cost and Sevenfold Time Gaps Severe Shortage of Skilled Workers at U.S.

Aggressive expansion of DRAM production linesParallel push into high–value-added memory segments

Nvidia’s next core challenge: physical AIActual executable tasks remain limited

Jensen Huang: “TSMC Supply Expansion Inevitable to Meet AI Demand” TSMC Moves to Resolve Foundry Bottlenecks With 2-Nanometer–Centered Investment Challenger Samsung Focuses on Yield Stabilization and Profitability Recovery Nvidia Chief Executive

Japan Succeeds in Trial Deep-Sea Mining of Rare Earths Near Minamitorishima Push to Reduce Reliance on China in Rare Earth Supply Chain Accelerates After 2010 Brazil, Australia, and the United States Also Step Up Efforts to Reshape Rare Earth Supply Chains

Entering a Phase of Precise Replication of Human Physical Conditions Dual Strategy Combining Mass-Market Expansion and Premium Models Proving Technology While Targeting High-Value Profitability Zhuoyide Robotics’ humanoid

From Surreal Vision to Reality Check A Choice Forged by AI Competition and Fiscal Pressure NEOM’s Geography Optimized for Cooling and Renewable Energy Supply An aerial rendering of The Line at Saudi

Layoffs Spread Across U.S.

Tesla’s high-stakes bet on its own semiconductor manufacturing facility, TeraFab, faces skepticism amid formidable entry barriers Intel’s loss-making push into advanced manufacturing raises fears of a bruising war of attrition if Tesla joins the fray Samsung Electronics secures short-term relief from Tesla orders, but long-term competitive pressures loom

OpenAI, Retirement of Legacy Models Within ChatGPT GPT-4o Included Despite Previous Reinstatement After User Backlash Financial Discipline Sought Through Concentration on GPT-5 OpenAI is set to discontinue support for a large number of

Nvidia CEO Jensen Huang Directly Flags an AI Memory Supply Crunch “Supply Cliff Will Last at Least Several Years,” With Forecasts of Prolonged Market Turbulence AI Bubble Talk Persists Despite Unrelenting, Aggressive Investment in AI Infrastructure

AlphaGenome is pushing education systems to rethink how AI, genomics, and policy are taught Predictive genomics now demands skills beyond traditional biology Without reform, the benefits will stay concentrated in a few institutions AlphaG

Europe’s AI gap is not about technology — it is about weak hands-on use at work Productivity gains come from daily tool use, not from policy frameworks alone Without faster workplace adoption, Europe will fall further behind global peers

Tesla Decides to Discontinue Model S and X, Retools Production Facilities for Optimus With EV Growth Slowing, Tesla Bets on Robotics and AI for a Performance Rebound Competition Likely to Come Down to Execution of Core Technologies Such as “Robot Hands”

Hyundai Motor Union Strongly Pushes Back Against Plans to Deploy Robots on Production Lines AI Advances Fuel a 21st-Century Revival of the Luddite Movement "Technological Progress Is Inevitable,"Korean Government Shifting Focus to Job Polarization and Other Side Effects

SoftBank to Inject Up to $30 Billion More Into OpenAI SoftBank Keeps Betting Aggressively, Selling Stakes Including Nvidia Holdings OpenAI Struggles to Prove Profitability, With an Ad-Supported Plan Still an Open Question SoftBank Gro

Weather-independent risk of repetition growsIndustrial backlash fuels policy–market friction