economy SUBARU has clearly shifted its production system to a “mixed production” core system, where gasoline and electric vehicles (BEVs) are assembled on the same line. Behind this lies a strategy to flexibly respond to uncertainties in BEV demand and geopolitical risks through collaboration with Toyota Motor Corporation. Next-generation manufacturing began at the core Yajima Factory […]
economy Bitcoin mining company Terrawolf has signed a $19 billion 20-year lease agreement with AI company Anthropic. The background is a strategic shift in business models driven by deteriorating mining revenues and explosive growth in demand for AI data centers. A massive $19 billion contract and a Kentucky base On July 6, 2026, TeraWulf announced that […]
economy Resonac Holdings has announced plans to list its wholly owned subsidiary, Krasas Chemical, which is responsible for the petrochemical business. Behind this is a clear strategy to concentrate management resources on our core semiconductor and electronic materials businesses to maximize corporate value. Specific schedule for Krasas Chemical’s listing plan On July 6, 2026, Resonac Holdings […]
economy In the May 2026 Economic Sentiment Index, the consensus index, which reflects the current economic situation, rose for three consecutive months, indicating that the underlying sentiment is improving. Behind this are positive factors such as semiconductor and AI-related sectors driving stock prices that hit record highs, as well as improved capital investment willingness. Factors behind […]
economy Mitsubishi Electric is accelerating fundamental structural reforms, including the sale of its automotive equipment subsidiary, Mitsubishi Electric Mobility. Behind this is a management strategy focused on ROIC (Return on Invested Capital), aimed at streamlining long-standing low-profit businesses and concentrating management resources on growth sectors such as defense and power semiconductors. Background of the Establishment and […]
economy SpaceX announced that from December 2025 to May 2026, it intentionally re-entered the atmosphere and incinerated a total of 260 Starlink satellites. This large-scale cycle, which can be called “space depreciation,” highlights the reality that the company’s infrastructure business is shifting from the construction phase to the maintenance phase, along with the new management and […]
economy Kioxia has begun sample shipments of products applying 10th generation 3D flash memory technology. Driven by the explosive demand for large-capacity, low-power storage in AI data centers, it will play a central role in next-generation infrastructure. Dramatic Improvement in Bit Density with 332 Layers On July 3, 2026, Kioxia Corporation announced that it has begun […]
economy Broadcom has extended its custom semiconductor supply contract with Apple until 2031. The background is the strategic alignment between the two companies: the rapid increase in AI inference demand and the need to stabilize the supply chain. Continuing the partnership until 2031 On July 6, 2026, U.S. semiconductor giant Broadcom announced that it had signed […]
economy On July 6, 2026, Microsoft announced an additional layoff of approximately 4,800 employees worldwide, and in line with this, embarked on a historic restructuring of its Xbox business and sales divisions. Behind this move is the executives’ strong determination to fundamentally transform software development while maintaining massive investments in AI infrastructure. Additional reductions and eligible […]
economy Sony Bank announced the establishment of a trust subsidiary in the United States to issue and manage US dollar-pegged stablecoins. Behind this is a strategy to support Sony Group’s vast entertainment economy with digital financial infrastructure and dramatically improve payment efficiency in the global market. Establishment of a U.S. subsidiary and obtaining conditional approval On […]