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Japan’s Semiconductor Lag Exposes a Two-Speed Global Market

Japan is investing billions to rebuild its semiconductor industry, aiming to bolster global supply chain resilience and reclaim a leading position. Yet, a report from Nikkei Asia reveals a surprising paradox: only three of seven new chip plants built or acquired in fiscal years 2023 and 2024 have begun mass
Japan’s Semiconductor Lag Exposes a Two-Speed Global Market

Why ASML and TSMC Are the Chokepoints in Global Chipmaking

The explosion in artificial intelligence capabilities, particularly since the advent of large language models, is driving unprecedented demand for advanced computing power. But this power relies on physical chips — trillions of transistors packed onto silicon wafers. The manufacturing of these semiconductors is incredibly complex, and concentrated among a few key
Why ASML and TSMC Are the Chokepoints in Global Chipmaking

Tech Weekly: How "Distillation" is Disrupting the AI Business Model

The race to build the biggest, most powerful AI models may be over. A technique called "distillation," which allows smaller models to learn from larger ones, is rapidly commoditizing cutting-edge AI, making it cheaper and more accessible than ever before. This increasingly becomes a challenge to the business
Tech Weekly: How "Distillation" is Disrupting the AI Business Model

Tech Morning: Nvidia's Growth Slows, AI Competition Heats Up

While Nvidia remains the dominant player in AI chips, its latest earnings show signs of slowing growth and increasing competition. We'll also look at Amazon's Alexa revamp, and DeepSeek's pricing strategy. Story of the Day Nvidia's Mixed Outlook as AI Spending Boom
Tech Morning: Nvidia's Growth Slows, AI Competition Heats Up

Tech Morning: Europe Stands Firm Against Trump

The tech industry is facing a wave of regulatory and economic pressure, as Trump threatens tariffs against European tech regulations. Meanwhile, AI infrastructure investments continue to surge. Here's what you need to know: Story of the Day Europe Refuses to Back Down on Big Tech Regulation President Donald

Tech Weekly: Microsoft Claims Quantum Lead

Last week, Microsoft claimed a breakthrough in its long-running pursuit of quantum computing, announcing the creation of a new type of quantum bit, or qubit, based on a newly-created state of matter. This development, while met with some skepticism from the scientific community, could potentially accelerate the global race to
Tech Weekly: Microsoft Claims Quantum Lead

Tech Weekly: Musk’s OpenAI Bid Is a Trolling Masterclass

As widely expected, OpenAI's board of directors unanimously rejected Elon Musk's unsolicited $97 billion bid for the assets of its controlling nonprofit entity. But the rejection doesn't negate Musk's opening gambit. Musk's bid is best understood as a masterclass in
Tech Weekly: Musk’s OpenAI Bid Is a Trolling Masterclass

Tech Weekly: Cloud Growth Cools, AI Spending Heats Up

The market’s verdict was swift and unforgiving. In the wake of Alphabet’s latest earnings report, shares of the Google parent plummeted, wiping out billions in market capitalization. The reason? Not weak profits, but a combination of slowing growth in its cloud computing division and a staggering $75 billion

Tech Weekly: DeepSeek Shatters Silicon Valley's Assumptions

It started with a jolt. Earliest this week, the release of DeepSeek’s latest AI model triggered a $1 trillion selloff in tech stocks, as investors confronted an uncomfortable truth: Silicon Valley’s dominance in artificial intelligence is not unshakable. This wasn’t a reaction to war, recession, or regulatory

TikTok Ban Looms

TikTok is one step closer to a potential nationwide ban in the United States, setting the stage for a high-stakes legal and political battle. In April, President Joe Biden signed bipartisan legislation that could effectively shut down the social media app in the U.S. unless its Chinese parent company,
TikTok Ban Looms