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Korea logged 24,275 births in July. Taiwan and China fell by double digits; Japan reads two ways. We ask whether the rebound is cohort size or policy.
Trump said South Korea will invest up to $200 billion. The joint US-Korea fact sheet prices two projects, gas power and nuclear. Alaska LNG has no figure.
Huawei's CANN is open source under a license barring software for non-Ascend chips. Inside China's second CUDA, and the two links still outside it: pre-training compute and 5nm capacity.
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Chinese tourists to Japan fell by 3.8 million in Jan-Aug 2026. Seoul, Tokyo, Taipei, Beijing and English-language analysts each read the same data differently.
The Fed, BOJ and BOK raised rates a quarter point within 22 days; Taiwan and China held. What each said, plus the impact on Korean borrowers and the won.
Samsung Electronics' union branch revealed that 84% of survey respondents oppose the government's roughly $290 billion (₩400 trillion) semiconductor megaproject in Gwangju. Government, management, the union and shareholders are all reading the same national project in sharply different ways.
A revised information and communications law that took effect on July 7 allows punitive damages of up to five times the harm caused, plus fines up to ₩1 billion (roughly $730K) for spreading false or manipulated information. Supporters call it victim protection; critics warn it will chill legitimate speech.
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The Bank of Korea lifted its benchmark rate a quarter-point to 2.75%, its first increase in three and a half years. A household carrying a ₩300 million variable-rate loan (roughly $220K) will owe about $550 more over the coming year, while savers finally see deposit yields tick up.
Nvidia shipped roughly a billion RISC-V cores in 2024, then announced it would run CUDA on the open standard. We break down how royalty-free instruction sets and open software stacks are trying to route around CUDA's lock-in. Part 2 of the Semiconductor Sovereignty series.
US AI-chip export controls split into three layers in the first half of 2026 — January easing, a May crackdown on circumvention, and a pending bill. Nvidia erased China from its guidance and still posted a record $81.6 billion quarter. A look at the export policy that both shields and cages it.
Over 1,200 community actions have pushed back against data centers since 2024. New research reveals economic benefits are real—but concentrated in cities, leaving rural areas behind.
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Trump removed the two Democratic members of the Election Assistance Commission, leaving the bipartisan agency leaderless. A Supreme Court ruling made it legal. Here's why a non-crisis can still be a warning sign.