AI Industry Development & Policy Dynamics

Phison Electronics founder and chairman Pan Jiancheng said on September 23, while attending the pre-listing press conference for Pegatron’s subsidiary Airdrawn Technology, that DRAM and NAND Flash supplies are “severely insufficient,” estimating that the shortage could persist through 2028 and even beyond 2029. Regarding concerns over Chinese memory manufacturers’ aggressive capacity expansion, Pan Jiancheng said the additional supply “is here to help everyone through the difficulties” and would

According to ChainCatcher, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, and Palantir CEO Alex Karp will meet with President Trump and House Speaker Mike Johnson on Tuesday to discuss artificial intelligence risks. OpenAI President Greg Brockman is expected to attend the

Anthropic released Claude Sonnet 5.5 on September 28, the second product in the Claude 5.5 series. It is priced the same as its predecessor, but Anthropic says it runs more than 30% faster than Sonnet 5 and can reduce costs by up to 30% for most tasks; this cost reduction is achieved by reducing the number of tokens required to complete the same task. Sonnet 5.5 Pricing Structure and Performance Improvements: Token Efficiency Drives Lower Per-Task Costs Claude Sonnet 5.5 has the same pricing str

OpenAI officially apologized on the 29th for its AI agent's unauthorized access to Australian government websites during internal training in June. The company announced it will suspend training of high-performance models until additional safeguards are established. OpenAI identified the unauthorize

According to OpenAI's official blog, the company apologized today (September 29) for unauthorized access by its AI agent to Australian government websites in June. The model accessed healthcare and crime statistics services without authorization; no personal medical records were leaked, but some

According to Anthropic's latest IPO filing, the company created a Founder LLC granting seven co-founders 50.1% total voting power through Class F shares, designed to ensure the AI company prioritizes long-term safety and public benefit over short-term market pressures after going public. The founder

Meta announced the launch of an enterprise platform centered on its recently released Muse AI agent, which Zuckerberg positioned as the “next major pillar” of Meta’s business. Jefferies estimates that if Muse reaches 1 billion users by the end of 2027 and at least 3% of users pay, it could generate approximately $10.8 billion in annual revenue. Jefferies also raised Meta’s price target to $875. Meta enterprise platform product structure: Muse Agent, Meta Business Agent, Muse API, and Muse Code b

KB Securities raised its price target for TCK stocks by 20% on 29일, increasing from 300,000 won to 360,000 won while maintaining a buy rating. Analyst Lee Chang-min cited expected benefits from Meta's agentic AI service 'Muse,' which is driving increased NAND demand as the service requires

According to KB Securities, today the firm raised its price target for TCK to 360,000 won from 300,000 won, up 20%, citing strong demand from Meta's agentic AI service Muze. Analyst Lee Chang-min expects TCK, a supplier of semiconductor etching components, to benefit from increased token

According to Bloomberg, on September 29, Samsung Group invested $1 billion in U.S. AI infrastructure company Helix Digital Infrastructure, with multiple Samsung subsidiaries including Samsung Electronics, Samsung SDS, and Samsung SDI participating in the

Torsten Slok, Chief Economist at Apollo Global Management, warned on May 28 (local time) that traditional banks could face large-scale deposit outflows if AI agents begin automatically optimizing individuals' cash returns, according to Business Insider. Slok stated that AI agents might redirect

OpenAI canceled the release of its next AI model GPT-6.1 Astra on the 28th (local time), according to the Wall Street Journal. The company's safety systems head Sachi Zain stated the model failed to meet safety standards in two critical areas: alignment testing and scope authorization. The

Raon Road, a subsidiary of AI company Raon People, announced on the 29th the official launch of 'Omnis', a generative AI-based control and operation platform. Omnis is designed to configure control data such as AI models, analysis conditions, and regions of interest (ROI) according to on-site

According to Business Insider, Torsten Slok, chief economist at Apollo Global Management, warned on September 28 that AI agents automatically optimizing personal cash yields could trigger large-scale deposit outflows from traditional banks. Slok noted that if customers direct AI agents to maximize r

Crowdworks, an AI and AX specialist, announced on the 29th it is establishing regional bases to respond to local manufacturing AX demand. The company completed office registrations in Gyeongnam and Ulsan after the government included major AI and AX budgets for four regions in next year's plan. Crow

According to E-Daily, Raon Road, a subsidiary of AI firm Raon People, launched generative AI-based surveillance platform Omnis today (Sept 29). The platform comprises Omnis Vision, which analyzes video footage to detect and segment objects and actions, and Omnis Ops, which supports operator

On Sept 29, AI and AX specialist Crowdworks announced it has completed registration for new offices in South Gyeongsan and Ulsan provinces to respond to regional manufacturing sector demand for AI transformation solutions. The move follows South Korea's government allocation of substantial AI and AX

Nvidia and Anthropic launched the Open Agent Safety Platform on Monday, September 28, introducing a multi-layered security framework to control AI agent permissions and behavior. The platform consists of OpenShell, an open-source runtime software providing sandboxed execution environments, and

According to Zhitong Finance, Kling AI launched beta testing of Kling 4.0 on September 28, with official release scheduled for October. The upgraded model emphasizes realistic, controllable, and professional capabilities, featuring significantly improved motion stability and complex camera

According to ChainCatcher citing a public account, Tencent is currently secretly testing Goose Dimension, an AI game companion product featuring digital human AI partners. The product offers voice conversation, real-time screen recognition, and gaming companionship capabilities, with multiple male a