AI 快訊

AI news flash: Japan’s share of core AI technology patents has shrunk dramatically over the past two decades, dropping from 25% of the global total to just 8%, driven mainly by the US and China’s dominance in breakthrough AI technologies and related fields. In core areas like AI mechanisms and foundational technology, Japan now ranks just fourth in patents, behind China, the US, and South Korea — a clear sign that Japan has fallen behind these three major competitors in the AI patent race. See the full story below.

AI news flash: TSMC’s stock has topped NT$2,300 per share, more than 40x above the average NT$55 entry price paid by an Apple supply chain executive who bought in 20 years ago on conviction about TSMC’s importance to global tech, and has held ever since — a $200,000 original stake now worth over $27 million (roughly NT$840 million). The piece also notes a senior executive at a TSMC equipment supplier is planning a week-long family vacation in Europe, flying business class and staying in five-star suites running $6,300 a night, a sign the wealth effect from the AI hardware supply chain is spreading.

AI News Flash: Arthur Hayes (BitMEX co-founder) warns that the debt-fueled AI infrastructure boom could replay a 2008-style credit crisis, but he expects the government liquidity rescue that follows to ultimately push Bitcoin (BTC) past $1 million. In a Tuesday blog post, he argues investors are mistaking data center and power infrastructure spending for high-growth tech investment, when it’s really closer to a leveraged real estate pla…

AI News Flash: SoftBank has announced an investment in Seven & i Holdings, the parent company of Japan’s convenience store giant 7-Eleven, marking the latest move in a series of industry partnerships aimed at collecting massive amounts of data from Japan’s industrial and retail sectors to build an AI-centered ’economic sphere.’ SoftBank Corp CEO Junichi Miyakawa said this investment in Seven & i will help the company use AI and robotics to support new retail operating models.