Korea’s labor market is splitting in two. In May, manufacturing employment plunged by 140,000 from the previous year—the sharpest fall in over seven years and the 23rd straight month of decline. Yet, the AI-fueled memory super cycle is creating a…
AI-Driven Growth Collides with Inflationary Headwinds in Global Markets The global semiconductor market is projected to reach an unprecedented $1.51 trillion in 2026, marking an 89.9% increase from the previous year. This surge is almost entirely driven by robust demand…
Google’s TPU Commercialization Signals AI Computing Market Realignment Nvidia commanded an overwhelming 80-90% of the AI accelerator market by revenue in 2025, generating over $100 billion annually from data center GPUs. While its market share is projected to decline slightly…
China’s AI Industry Undergoing Massive Transformation: Huawei’s Ascend Ecosystem Rises Huawei is projected to capture a commanding 60% market share in China’s AI market by the end of 2026. This signals a decisive shift as Huawei rapidly fills the void…
