Trump publicly criticizes allies turning away from the Strait of Hormuz U.S.

Shifting Dynamics in the AI Memory Landscape, With Next-Generation Products Emerging Beyond HBM HBM’s Power-Efficiency Limits Growing Clearer as Performance Improves Continued HBM Advancement Signaling a Transitional Market Phase A seismic shift has

China’s Push for Military Self-Reliance Gains Momentum, Arms Imports Contract Sharply Asia and Oceania Accelerate Rearmament Chinese-Made Weapons Remain Mired in Combat-Performance Controversies, Sustaining Doubts Over Military Capabilities

AI apps show strong early monetization but struggle with long-term retention Absolute number of paying subscribers remains limited, profitability under pressure AI firms begin monetization push in markets such as India while maintaining optimistic outlooks

U.S.

Escalating Water Demand from AI Data Centers Liquid Cooling Becomes Mainstream with High-Density Racks Acceleration of Next-Generation Cooling Technologies Including Immersion Systems As artificial intelligence (AI) adoption accele

Safe-Haven Assets Lose Ground as Gold and U.S.

Signs of real-world deployment of Israel’s ‘Iron Beam’ emerge “Costly interceptor missiles no longer necessary”—is the era of economic attrition ending? Drone-centric warfare expected to trigger a tectonic shift in modern combat Analysis

Mounting instability in the private credit market as investors begin withdrawing capital Rapid AI expansion exposes risk within private loan portfolios Shares of major private equity managers slide sharply as industry insiders sound alarms

Trump Launches Military Operation Against Iran, Casting Shadow Over U.S.–China Summit Beijing Maintains Cautious Stance, Avoiding Direct Clash With Washington Holding the “Tariff Card” Potential Collapse of Iranian Regime Threatens China’s Oil Supply Chain, Raising Risk of Economic Shock

Japan Mounts All-Out Push for Semiconductor Self-Reliance Through R&D Hub Development Will Japan’s Materials, Components and Equipment Sector, a Pillar of the Global Supply Chain, Further Expand Its Market Dominance? Massive Capital Injections Flow to Foundries Including TSMC and Rapidus

Israel Unveils ‘Hexagonal Alliance’ Blueprint, Seeking Security Realignment New Cooperative Framework Aimed at Counterbalancing Iran, Deemed ‘Primary Security Threat’ Escalating U.S.-Iran Military Confrontation Fuels Fears of Full-Scale Conflict

U.S. GDP Projected to Evaporate in Event of Chinese Invasion of Taiwan 2027 War Scenario Reemerges, U.S.-Taiwan Joint Operational Posture Taking Shape Warnings Over Fragile U.S.

SK Hynix, Samsung Electronics, Micron Expand CAPEX, Sounding Alarm Over Supercycle China’s CXMT, YMTC Emerge as Alternative Suppliers, Shift Toward Price Increases Challenge Intensifies in HBM, DDR5 Frontier Race, Though Yield and EUV Barriers Persist

Samsung Electronics Establishes Dedicated HBM4 Hybrid Bonding Line to Consolidate Lead SK Hynix, Armed with Proven Yields, Projected to Command Majority Share in Vera Rubin HBM4 Supply Chain Micron Categorically Denies “HBM4 Supply Failure” Claims, Emphasizes Mass Production and Shipment Expansion

Tesla’s autonomous driving business faces a “triple risk” of regulatory scrutiny, consumer backlash and safety concerns Recurring accidents over several years, with Austin robotaxi program posting elevated incident rates Incomplete technological maturity, gradual improvement anticipated through long-term driving data accumulation

China’s January New Vehicle Sales Down 3.2%, NEV Sales Plunge 20% Domestic Demand Cools Following Reduction in Government NEV Tax Incentives Chinese Firms Turn to Export Expansion and Low-Price Competition for Survival China’s new vehicle s

A Chinese invasion of Taiwan could slash global GDP by 10%, with South Korea and Japan Facing Direct Impact Semiconductor Supply Chain Collapse Threatens Advanced Industries and Financial Markets Russia-Ukraine War Imposes Massive Economic Losses Amid Protracted Conflict

Intel’s next-generation CPU Nova Lake to consume up to 700W Intel’s dominance falters amid AMD and Arm advances, market share erosion accelerates High-stakes bet embracing thermal and yield risks, testing the durability of its leadership Intel’

Vietnam Resumes Nuclear Development, South Korea Emerges as Leading Contender Westinghouse Technology Licensing Pact Seen as Double-Edged Sword Surging Global Nuclear Demand to Test Team Korea’s Capabilities As the Vietnamese government moves