All-Weather Media

Latest

Bank of Korea warns: Huge bonuses at AI chip companies may spread across the entire industry, intensifying inflationary pressures

Bank of Korea warns: Huge bonuses at AI chip companies may spread across the entire industry, intensifying inflationary pressures

``` The boom in South Korea’s chip industry driven by the artificial intelligence craze is complicating the country’s inflation outlook. The Bank of Korea has warned that unusually generous bonuses distributed by chip giants such as Samsung Electronics and SK Hynix could trigger cross-industry wage competition, pushing up consumer

Pan Gongsheng at the Lujiazui Forum: Improve the short-term interest rate control mechanism and create an overseas central bank repo facility.

Pan Gongsheng at the Lujiazui Forum: Improve the short-term interest rate control mechanism and create an overseas central bank repo facility.

June 17, the 2026 Lujiazui Forum was held in Shanghai, with the theme "Financial Development and Cooperation under the Global Governance Initiative: New Vision, New Challenges and New Opportunities." Pan Gongsheng, Governor of the People's Bank of China, announced a package of policy measures at the

Pulling the rug from under! After compromising on union bonuses, Samsung bets on achieving AI unmanned factories by 2030

Pulling the rug from under! After compromising on union bonuses, Samsung bets on achieving AI unmanned factories by 2030

``` After experiencing a costly labor bonus dispute, Samsung Electronics is attempting to reshape the power structure of its semiconductor manufacturing through a thorough technological transformation. According to media reports, Samsung has recently officially launched the Data Sharing Ecosystem Platform (DSEP) and introduced the AI Factory Operating System, setting a clear

TSMC faces capacity shortage, while Samsung's foundry orders surge: Google, AMD, and Tesla all seek cooperation.

TSMC faces capacity shortage, while Samsung's foundry orders surge: Google, AMD, and Tesla all seek cooperation.

``` The explosive growth in AI infrastructure demand is reshaping the global landscape of advanced chip foundry. On June 17th, according to Nikkei Asia, six sources revealed that global technology and automotive giants such as Google, AMD, and Tesla are accelerating their requests for advanced process foundry services from Samsung Electronics,

AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

``` Driven by both the expansion of AI computing power demand and the tightening of mature process supply, a new round of price increases in the Power Management IC (PMIC) industry is accelerating, and the bargaining power of Taiwanese PMIC manufacturers is showing substantial improvement. Zhixin Chairman Wu Jinchuan recently revealed

High costs force a shift—Microsoft considers replacing expensive American AI models with DeepSeek.

High costs force a shift—Microsoft considers replacing expensive American AI models with DeepSeek.

``` Microsoft is considering introducing a fine-tuned version of the Chinese open-source model DeepSeek V4 into its enterprise AI tool Copilot Cowork as a low-cost alternative to OpenAI and Anthropic models. According to Axios, Microsoft is expected to decide and announce its final selection in the coming weeks. This news closely

Government "ban" turns into an "endorsement"? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

Government "ban" turns into an "endorsement"? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

``` The ongoing friction with the Trump administration has not dragged down Anthropic's business performance; instead, it seems to have added a unique halo to its brand. Latest data shows that this AI company is devouring its competitors' enterprise market share at an astonishing pace. On June 16,