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2025-06-25

[Insights] China’s Rare Earth Export Restrictions Sound Alarm for Global Tech Industry

You may not have heard of terbium or dysprosium, but these elements are essential to modern technology. From electric vehicle motors and wind turbines to military-grade lasers and the tiny vibration motors inside smartphones, their operation relies on rare earth elements. In recent years, as glob...

2025-06-24

[News] OpenAI and Jony Ive’s First AI Device Leaked: Reportedly No Wearables, Launch No Earlier Than 2026

A month after OpenAI announced its $6.5 billion acquisition of io, the AI hardware startup co-founded by former Apple design chief Jony Ive, new details about their first product have surfaced—via an unexpected source. According to legal filings cited by TechCrunch, the upcoming device won’t be ...

2025-06-24

[News] Japan Reportedly Develops Tech to Cut Heavy Rare Earth Use Amid Dependence on China

According to a report from Central News Agency, citing Nikkei, Japan has been actively working to reduce its dependence on Chinese rare earths. Efforts include lowering rare earth usage in manufacturing, promoting recycling, and developing entirely new products that do not rely on rare earths. Ho...

2025-06-24

[News] Fujitsu Taps TSMC for 2nm CPU, But Flags Rapidus as Key to Supply Chain Diversification

According to MoneyDJ, citing Nikkei, Fujitsu is developing a 2nm CPU named “MONAKA” based on designs from Arm. The chip is scheduled for commercialization in 2027 and is intended for AI and data center applications. A higher-performance successor is planned for the next-generation supercomputer ...

2025-06-24

[News] Historic DDR4 Spot Price Rally Reportedly Doubles DDR5, Propelling Nanya Tech’s Inventory Windfall

Last week, Taiwan’s top DRAM maker Nanya Technology reportedly halted DDR4 spot price quotes amid soaring prices. Now, with DDR4 16Gb chips nearly twice as expensive as equivalent DDR5—a first in DRAM history—the company is poised to profit from its large inventory, according to the Economic D...

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