Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at the 2026 Trans-Pacific Dialogue in Washington, SK Group Chairman Chey Tae-won said demand for AI memory is distorting supply chains and pledged to expand production of what he described as "monster chips.
Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly extracting knowledge from its Claude chatbot to enhance their own models. The claims highlight intensifying competition in the global AI race and growing concerns over intellectual property (IP) protection, data security, and national security risks
SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still be underestimating the strain on its balance sheet and exposure to external restrictions, despite two fundraising rounds in 2024
