Markets

The Apple-Intel Foundry Alliance: A Strategic Preliminary Agreement for Chip Manufacturing

The Apple-Intel Foundry Alliance: A Strategic Preliminary Agreement for Chip Manufacturing

SoftBank Slashes OpenAI Margin Loan Target: The $4bn Gap Between 'Sticker Price' and Bankable Reality

SoftBank Slashes OpenAI Margin Loan Target: The $4bn Gap Between 'Sticker Price' and Bankable Reality

TSMC’s 29.9% Revenue Spike: A Data-Driven Analysis of Asia’s Strategic Bottleneck in the AI Ecosystem

TSMC’s 29.9% Revenue Spike: A Data-Driven Analysis of Asia’s Strategic Bottleneck in the AI Ecosystem

Silicon Diplomacy: Trump Administration Leverages Nvidia and Big Tech Leadership in High-Stakes China Trade Delegation

Silicon Diplomacy: Trump Administration Leverages Nvidia and Big Tech Leadership in High-Stakes China Trade Delegation

Geopolitical Instability in the Middle East: How the Conflict With Iran Is Derailing Hyperscale Data Center Ambitions

Geopolitical Instability in the Middle East: How the Conflict With Iran Is Derailing Hyperscale Data Center Ambitions

AMD Surpasses Intel in Historic Data Center Revenue Milestone: Agentic AI and the Strategic x86 Revival

AMD Surpasses Intel in Historic Data Center Revenue Milestone: Agentic AI and the Strategic x86 Revival

Energy Volatility Drives Record Demand for Corporate Credit Lines in Japan as Firms Brace for Oil Crisis

Energy Volatility Drives Record Demand for Corporate Credit Lines in Japan as Firms Brace for Oil Crisis

NTT Delays Profit Targets as Docomo Struggles in Saturated Mobile Market; Eyes IOWN for Long-term Recovery

NTT Delays Profit Targets as Docomo Struggles in Saturated Mobile Market; Eyes IOWN for Long-term Recovery

Unlocking Alpha in Japan: Three Technical Pillars for Corporate Value Reform

Unlocking Alpha in Japan: Three Technical Pillars for Corporate Value Reform

Green Protectionism: EU Content Proposal Threats Japanese EV Export Viability

Green Protectionism: EU Content Proposal Threats Japanese EV Export Viability

Anthropic Shifts to Metered Pricing: Ejecting Bundled Tokens from Enterprise Deals

Anthropic Shifts to Metered Pricing: Ejecting Bundled Tokens from Enterprise Deals

UK Launches £500M Sovereign AI Venture with Strategic IP Incentives

UK Launches £500M Sovereign AI Venture with Strategic IP Incentives

M31 Technology Navigates Q1 Volatility; Advanced-Node IP Demand and Royalties Set Stage for Q2 Recovery

M31 Technology Navigates Q1 Volatility; Advanced-Node IP Demand and Royalties Set Stage for Q2 Recovery

Taiwan-US Investment Surge: $35B Commitment and $50B Government Financing Amid Reciprocal Tariff Shifts

Taiwan-US Investment Surge: $35B Commitment and $50B Government Financing Amid Reciprocal Tariff Shifts

Baidu Spins Off Kunlun Chip Unit: XPU Architecture Autonomy and Dual-Listing Strategy

Baidu Spins Off Kunlun Chip Unit: XPU Architecture Autonomy and Dual-Listing Strategy

India’s Grid Technical Debt and the Systemic Risks of Rising Captive Power

India’s Grid Technical Debt and the Systemic Risks of Rising Captive Power

Huayou Cobalt Secures Future Lithium Supply with Acquisition of Africa-Focused Australian Miner

Huayou Cobalt Secures Future Lithium Supply with Acquisition of Africa-Focused Australian Miner

Strategic Diversification: OpenAI Expands GPT Availability to Amazon Bedrock

Strategic Diversification: OpenAI Expands GPT Availability to Amazon Bedrock