AI Industry Development & Policy Dynamics

According to ChainCatcher, information from DeepSeek's investor meeting has surfaced this week, marking another leak following a previous recording breach in May. Crypto KOL Kuai Dong reported that the leaked details include DeepSeek's current internal priority to increase adoption of domestic

According to The Information, DeepSeek CEO Liang Wenfeng described using Huawei and other domestic chips for large model training as one of the company's biggest bets, stating it "must succeed" during a recent closed-door investor meeting. DeepSeek expects to receive new batches of Huawei chips for

According to Bloomberg, KKR has invested approximately US$3 billion in South Korea in 2026 and expects further opportunities as AI-driven demand for data centers and power accelerates. The investments include a 1.2 trillion won (US$880 million) convertible bond stake in Samsung SDS, Samsung Group's

According to Yicai, Huawei Cloud upgraded CodeArts, its code intelligence agent for HarmonyOS developers, on September 21. The update adds three capabilities: the HarmonyOS Coding Large Model, the CodeArts HarmonyOS Intelligent Agent, and the HarmonyOS Developer Practice Center. Huawei Cloud

According to ChainCatcher, Arthur Hayes published a new essay arguing that major AI companies' emphasis on 'safety' reflects demand destruction rather than genuine safety concerns. Hayes stated that the market seeks AI at "Chinese prices"—roughly 100 times cheaper than current costs—not less AI

According to Odaily, Arthur Hayes recently published an article titled "Safety First" on X, outlining his view that Trump faces a "print or keep printing" policy choice. Hayes argues that Anthropic, OpenAI, and SpaceX have slowed universal AI development citing safety concerns, but attributes this t

According to ChainCatcher, on September 18, the U.S. Office of the Comptroller of the Currency (OCC) granted AI-focused financial institution Catena preliminary conditional approval to establish Catena Trust Bank, N.A. Upon full approval, the bank will provide digital asset custody, investment

iAM Therapeutics, an AI-driven drug discovery company backed by NVIDIA, filed an initial public offering application with the U.S. Securities and Exchange Commission on December 21 (local time). The San Diego, California-based biotech plans to list on the NASDAQ Global Select Market under the

According to U.S. Treasury Secretary Scott Bessent (reported by Guru Club), AI developers must be held accountable for their products and any AI agents that cause incidents, including security breaches such as the Hugging Face hack that occurred recently. Bessent stated overnight on September 21 tha

According to Bloomberg, on September 21, AI-driven drug development company iamb Therapeutics filed an IPO application with the U.S. Securities and Exchange Commission, seeking to list on Nasdaq Global Select Market under ticker symbol IAM. The company plans to use proceeds to advance development

According to Guru Club, U.S. Treasury Secretary Scott Bessent announced on September 22 that senior officials from the U.S. and China will meet again in Shenzhen in approximately two months to discuss artificial intelligence safety risks and communication mechanisms for AI-related incidents.

According to Forbes, the wealth threshold for the annual U.S. 400 richest list reached $4.4 billion today, a record high. The number of billionaires under 40 surged from four last year to ten, with seven building their fortunes from AI startups. Among the seven AI billionaires, four come from

Ditonic, a South Korean artificial intelligence platform company, formed a strategic partnership with Presight, a core subsidiary of UAE AI technology group G42, the company announced on the 22nd. The partnership aims to target global AI City and Smart Nation markets by combining Presight's global m

According to Herald Economy, South Korea's Ditonic and UAE-based Presight, a subsidiary of AI technology group G42 valued at $5 billion, signed a strategic partnership on September 22 to jointly develop global AI City and Smart Nation markets. The deal follows Ditonic's selection as one of 12

According to Reuters, AMD's market capitalization surpassed $1 trillion for the first time on September 21, making it the fourth U.S. semiconductor company to reach this milestone after Nvidia, Broadcom, and Micron. The stock rose 9.95% to $615.52, setting an all-time high. AMD's market cap has

Korean PCB stocks surged in the morning session on September 22, led by Korea Circuit's 22.37% gain to 64,000 won, following a rally in US CPU semiconductor stocks the prior night. AMD rose approximately 10%, while Intel and Arm each climbed over 12% on September 21 (local time), lifting the

According to News1, South Korean printed circuit board (PCB) stocks surged on Sept. 22 morning following overnight rallies in U.S. CPU chipmakers. CoreaCircuit jumped 22.37% to 64,000 Korean won, while Semtech rose 14.15% and Daeduk Electronics gained 13.05% by mid-morning trading. The gains were d

LG and Microsoft signed a strategic partnership on the 21st (local time) at Microsoft headquarters in Redmond, Washington, to accelerate the next-generation artificial intelligence (AI) ecosystem. The partnership was formalized with LG Group Chairman Koo Kwang-mo and Microsoft CEO Satya Nadella in a

According to Yonhapinfomax, LG and Microsoft signed a strategic partnership on September 21 at Microsoft headquarters in Redmond, Washington, with LG Group Chairman Koo Kwang-mo and Microsoft CEO Satya Nadella in attendance. The partnership spans AI data centers, Physical AI, and AI

According to Guru Club, Xiaomi unveiled and open-sourced a new generation of MiMo large language models on September 22, with the flagship model Xiaomi MiMo-V2.6-Pro topping Artificial Analysis's open-weight model rankings. The company also released Xiaomi MiMo-V2.6-Flash, a model optimized for