AI Industry Development & Policy Dynamics

UBS Asset Management on the 6th (local time) recommended selective investment in artificial intelligence (AI) to respond to market volatility, stating that semiconductor-related stocks are not in a bubble. The asset manager explained that the market will continue to maintain high volatility as it

According to UBS Asset Management, on July 6, the asset manager recommended selective investment in artificial intelligence-related stocks while maintaining a positive view on semiconductors, stating that the sector is not in a bubble despite continued market volatility. UBS cited strong demand

According to Taipei Times, Taiwanese industrial computer maker Ennoconn posted record second-quarter revenue of NT$47.8 billion, up 37.8% year-on-year, driven by strong demand for physical AI applications. The Foxconn subsidiary, which provides industrial IoT and embedded solutions for retail,

According to Jin10, citing NOTUS, a U.S. Treasury Department draft report issued July 7 warned that the AI market carries bubble risks comparable to the dot-com era. The report, prepared for Treasury Secretary Bessent, Federal Reserve Chair Powell, and other federal financial regulators, states that

According to Bloomberg, on July 7, AI chip maker Syntiant, backed by Intel and Microsoft, submitted its IPO application. The company designs ultra-low-power AI chips and software for on-device AI in earbuds, wearables, and industrial systems. In Q1, Syntiant posted revenue of $64.5 million and a

According to Anthropic research announced on July 7, the Claude model has spontaneously developed an internal mechanism called J-space (Jacobian space), described as a 'global workspace' for silent reasoning. This neural activation pattern allows the model to think about concepts without

According to Reuters, the US Cybersecurity and Infrastructure Security Agency (CISA) is using Anthropic's Mythos AI model to audit government code repositories for software flaws. CISA's Attack Surface Evaluation team is conducting the assessments, and sources said the reviews have already

Meritz Securities raised its target price for LG Electronics stocks to 260,000 won from 120,000 won on July 7, more than doubling the previous target, while maintaining a 'Buy' rating ahead of the company's second-quarter earnings announcement. Analyst Yang Seung-su attributed the upward revision to

According to Reuters, US bitcoin miner TeraWulf signed a 20-year lease with Anthropic on July 6 for data center infrastructure, with the deal expected to generate about $19 billion in contracted revenue. The announcement drove TeraWulf shares up more than 16% in premarket trading. The agreement

Deputy Prime Minister and Minister of Economy and Finance Koo Yoon-cheol announced on July 7 that the government is preparing a property tax reform plan targeting release by the end of this month, and is reviewing differential income tax support for workers in regional AI and semiconductor

South Korea's National Pension Service Chief Investment Officer Seo Won-joo visited Munich, Stockholm, and London from the 21st to 26th of last month to explore investment opportunities in artificial intelligence and infrastructure assets. The trip aimed to assess European investment prospects

On July 7, South Korea's Deputy Prime Minister Koo Yoon-chul announced plans to review differential income tax support for workers in regional AI and semiconductor clusters, according to an MBC radio interview. The measure aims to supplement inferior working conditions in non-capital regions

According to Yonhapinfomax, Seo Won-ju, chief investment officer of South Korea's National Pension Fund (NPF), visited Munich, Stockholm, and London from June 21-26 to assess investment opportunities amid global economic changes. The fund engaged with major European financial institutions to gauge t

According to Bloomberg, Reddit announced on July 6 that it is using AI to detect and remove stealth marketing posts designed to influence responses from chatbots such as ChatGPT and Gemini. The company's automated systems caught 25,000 spam posts and comments per day in the first quarter and

Polymarket traders have assigned 23% odds to the U.S. government removing public access to a major Chinese AI model by Dec. 31, 2026. The prediction market, created earlier this month, reflects growing federal and state-level scrutiny of Chinese AI services over data security concerns. Commerce

According to Bloomberg, on July 6, Japanese autonomous driving software startup Turing raised US$79 million in an extended Series A round, with AMD Ventures joining as a new investor and valuing the company at approximately US$600 million. As part of the investment, Turing began adopting AMD

Samsung Electro-Mechanics received a target price upgrade to 2.8 million won from Daishin Securities on July 7, with Q2 operating profit forecast at 423.9 billion won, exceeding the previous estimate of 387 billion won and consensus of 385.6 billion won by 9.5% and 9.9% respectively. The upgrade

According to Bloomberg, renowned investor Michael Burry recently announced a short position on Micron (MU-US) via Substack, arguing that the memory chip maker typifies cyclical industries and warning that the AI memory super-cycle may be unwinding. Micron's forward P/E has plummeted from 11x in

The Magnificent 7 tech stocks—Microsoft, NVIDIA, Alphabet, Apple, Meta, Tesla, and Amazon—lost approximately $2 trillion in combined market capitalization in June, marking a significant underperformance relative to broader market indices. The decline reflects a structural shift as these companies pi

According to Goldman Sachs' latest report, artificial intelligence investment is shifting from infrastructure buildout to broader real-economy applications. From 2026 to 2031, global AI capital expenditure on computing, data centers, and power infrastructure is projected to reach