AI Industry Development & Policy Dynamics

According to Nomura Securities' latest report released July 5, the global storage industry faces severe supply shortages, with AI-driven structural demand growth remaining unsaturated. Nomura emphasized that market concerns about oversupply are exaggerated. South Korea's 4.8 trillion won

According to Guru Club on July 5, Microsoft, Google, and Amazon collectively plan to invest $1 trillion over the next two years in AI infrastructure. However, actual water consumption at data centers far exceeds figures publicly disclosed by these companies, driven largely by indirect water usage in

According to industry insiders on Friday, July 3, artificial intelligence adoption is triggering a structural CPU shortage that mirrors earlier memory market dynamics. Companies purchasing high-end accelerators are now acquiring CPUs at a 4:1 ratio to GPUs, with Intel CEO Pat Gelsinger noting

The Bank of Korea and the World Bank published a guidebook on May 5 to support artificial intelligence adoption and utilization by public asset management institutions. The guidebook targets central banks, sovereign wealth funds, and public pension funds, providing systematic governance frameworks f

According to Yonhap Infomax, the Bank of Korea and World Bank released on July 5 an introductory guide supporting public asset-management institutions—including central banks, sovereign wealth funds, and public pension funds—in adopting and deploying artificial intelligence. The primer outlines

South Korea's exports surged 70.9% year-over-year to a record $102.25 billion last month, driven by semiconductor demand from AI investment expansion and rising memory prices, according to Kiwoom Securities analysis. The dramatic export growth stems from artificial intelligence infrastructure

According to a latest report from SemiAnalysis, Google's next-generation tensor processing unit (TPU), codenamed "Humufish," will abandon TSMC's legacy CoWoS advanced packaging technology and adopt Intel's latest EMIB-T 2.5D packaging process. The move marks Intel's first success securing a

According to Benzinga, Qualcomm's stock surged 12% on June 24 after the company announced a major AI chip deal with ByteDance for its data centers and revealed ambitious growth targets at its investor day in New York. The deal marks Qualcomm's entry into the AI data center market as a key

According to QianWen Platform, personalized interactive AI agents and user-created agent features will be taken offline on July 10, 2026, due to system upgrades and maintenance. Users will lose access to agent configuration details and conversation history once the shutdown takes

Coinbase published on July 1 a monthly recap outlining progress toward making more assets tradable through a single platform, highlighting tokenized stocks, pre-IPO perpetual contracts, stock options, crypto options, and equity index perpetual-style futures. The crypto exchange emphasized its

SK Telecom unveiled a 140 trillion won AI data center investment plan for South Korea's Yeongnam region on the 3rd, starting with an AWS partnership facility in Ulsan targeting second half of 2027 operation. The telecommunications company will develop a 2GW+ AI data center cluster in Yeongnam,

Hanwha Group announced a 55 trillion won investment plan in space, aerospace, and artificial intelligence industries through 2040. Vice Chairman Kim Dong-kwan unveiled the 'AI Space Power' mid-to-long-term strategy on the 3rd at the Yeongnam Regional Advanced Industry Development Vision National

According to Yonhap Infomax, Hanwha Group announced on July 3 a long-term strategy to invest 55 trillion won in aerospace and artificial intelligence sectors through 2040. Vice Chairman Kim Dong-kwan disclosed the plan at a national vision briefing in Gyeongnam province. Hanwha Aerospace will

According to Business Insider, Alexandr Wang, head of Meta's AI division, stated in a recent internal employee meeting that the company's upcoming large language model codenamed "Watermelon" has reached parity with OpenAI's flagship GPT-5.5 model. Wang did not disclose which specific benchmarks or e

South Korea's Ministry of Land, Infrastructure and Transport announced the 5th Overseas Construction Promotion Master Plan on the 5th, outlining a strategic transformation of the nation's overseas construction industry over the next five years. The initiative aims to shift the sector from simple con

SK Telecom announced on July 5 that it plans to build up to 15 gigawatts (GW) of AI data center capacity in South Korea to meet rising AI computing demand. The company will open 5GW in stages from 2029 onward, including more than 2GW in the southeastern Gyeongsang region and 1GW in the

According to Bank of America analysts Justin Post and Nitin Bansal, Meta is planning to launch a cloud infrastructure service called "Meta Compute" to monetize excess AI compute capacity by selling access to external customers. The service will offer two options: AI model hosting (similar to AWS

On July 5, Moonbeam announced its transition from the Polkadot parachain to Base, alongside the launch of an AI agent framework. GLMR token holders are required to bridge their tokens to Base before July 31. The exact launch timeline for the AI agent platform has not been

According to Guru Club, OpenAI confirmed on July 5 that it secretly filed for an IPO in June, with plans to go public in 2027 at a target valuation of $1 trillion.

According to Yicai, China Mobile launched the AI-eSIM Professional Committee on July 4, bringing together over 40 companies from telecommunications, chip design, AI algorithms, cybersecurity, and AI model development sectors. China Mobile Internet of Things Co. will chair the committee, with