Global memory market surges on HBM as AI drives a new supercycle Industry sees the boom lasting for years, with upbeat forecasts mounting Micron tipped as the biggest beneficiary among the memory “Big Three” The global semiconductor industry is b

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

Korean shipbuilders move to enter U.S. Navy warship programs head-on, beyond MASGA Push accelerates despite steps to expand U.S. production capacity, including shipyard acquisitions With Trump administration signaling a pro-U.S.

Global liquor makers’ inventories pile up as COVID-era output surge backfires Shifting consumer trends erode alcohol’s role as a traditional defensive stock Demand pivots to non-alcoholic drinks, accelerating industry reshuffle Global liquor

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

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

India approves massive rare-earth subsidies to curb reliance on China World’s third-largest reserves provide a solid raw-material base But gaps remain in processing technology and high-performance magnet materials The Indian govern

U.S.-Taiwan tariff talks conclude with $500 billion investment pledge Same tariff rate as Korea and Japan, setting off a three-way productivity race Korea faces structural challenge: high wages, weak productivity U.S.-Taiwan tariff negotia

U.S.

China’s December 2025 exports and imports rebound sharply, beating expectations Annual trade surplus jumps 20%, driven by partner diversification and an undervalued yuan Subsidy-led export growth fuels global push for higher tariff barriers on China

“Ease the cost-of-living burden,” Trump demands steep cuts to credit card interest rates U.S. financial industry warns of side effects, including reduced credit access for low-income borrowers and fewer card benefits J.P. Morgan, the largest U.S.

Japan begins deep-sea rare-earth test extraction near Minamitorishima Supply-chain self-reliance drive accelerates amid China’s rare-earth weaponization, but tech and processing limits remain a variable China raises the intensity of rare-earth export controls, stoking fears of economic blowback for Japan

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Headcount at Korea’s top 10 builders falls 6.5% in a year, signaling a real hiring collapse Property downturn, tighter PF rules, and soaring construction costs pile up, drying up demand for labor Major builders seek growth through overseas orders as the domestic market darkens

TSMC’s 2nm node pulls in AI chip demand, tightening its grip on the market With 3nm capacity tapped out, TSMC pivots to a major 2nm investment expansion Samsung bets on 2nm, but yield and customer gaps remain clear constraints Taiwan’s TSMC, the

From smartphones to refrigerators, Google–Samsung AI alliance expands across the board Google aggressively widens user touchpoints, Samsung fires a warning shot at Apple Gemini’s market influence surges, shaking OpenAI ChatGPT’s throne

China overtakes Japan to become the world’s largest new-car market, ending a 20-year run State-led, EV-focused expansion drives rapid volume growth, but quality concerns persist Oversupply-fueled price war deepens losses, fueling fears of an “Evergrande-style crisis” in autos

Memory makers’ HBM push tightens wafer supply for DRAM and NAND Wafer capacity stagnates as the post–COVID-19 supercycle memory slump drags on Capex is rising, but a near-term end to the supply crunch looks unlikely A view is emerging tha

Global memory prices keep climbing as AI demand surges and supply stays tight Samsung Electronics and SK hynix gain the upper hand in pricing talks, with earnings seen improving Despite heavy investment, China’s memory profitability and market share stagnate, with an “IPO rally” a medium- to long-term wildcard

International community warns U.S. invasion of Venezuela and forced transfer of Maduro sets a “dangerous precedent” Public comparisons grow between the current crisis and China–Taiwan relations, strengthening the case for intervention U.S.