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  1. What Kind of Company Is Palantir? Palantir is a U.S.-based data analytics company founded in 2003 by Peter Thiel. It provides AI-driven data analytics platforms that support decision-making across various industries, including defense, finance, manufacturing, and healthcare. One of its key strengths is its collaboration with U.S. government agencies (CIA, FBI, Department of Defense, etc.) following the 9/11 attacks, helping to build systems for national security and defense data analysis. Palantir’s flagship platforms include Gotham (for government and military data analysis) and Foundry (for enterprise data analysis). Gotham is used for tracking terrorist financial flows, criminal investigations, and military operations planning, and is widely utilized by the U.S. Department of Defense and key intelligence agencies. Foundry enables businesses to efficiently analyze data and make informed decisions, supporting use cases in finance, manufacturing, and supply chain opti...

As AI technology advances, the role of AI semiconductors becomes increasingly critical. These specialized chips significantly enhance data processing speeds and serve as the backbone of machine learning and deep learning models, determining their performance and efficiency. In the ongoing AI race, NVIDIA and Cambricon stand at the forefront, representing the U.S. and China, respectively, in the battle for AI supremacy. Why AI Semiconductors Are Central to Technological Dominance AI semiconductors are designed to accelerate AI computations, outperforming traditional central processing units (CPUs) in handling parallel computing tasks. Their advancement fosters innovation across industries, cementing their role as a key component in global technological competition. AI semiconductors are particularly crucial in cloud computing, data centers, autonomous driving, robotics, and bio-computing. The rapid evolution of these chips further intensifies the technological rivalry between nations. A...

1. What Kind of Company is DeepSeek? (Founding Story) In early 2024, Chinese AI startup DeepSeek made waves in the global AI market by unveiling its large language model, DeepSeek R1 . Despite its relatively short history, DeepSeek has demonstrated China's AI capabilities on a global scale, positioning itself as a competitor to OpenAI, Mistral AI, and other major players in the field. Generative AI is no longer just a technological innovation; it has become a central element in the global battle for technological supremacy. As DeepSeek rapidly rises alongside OpenAI’s GPT series, Google’s Gemini, Meta’s LLaMA, and Mistral AI’s open-source models, the global AI market is shifting toward a triangular competition among the U.S., China, and Europe . DeepSeek has gained attention by releasing a model that claims to provide powerful performance at a cost 27 times lower than its competitors , advocating for the democratization of AI . This strategy aligns with China's broader effort t...

  1. What Kind of Company is Anduril? Anduril Industries is a U.S. defense technology company founded in 2017 by Palmer Luckey. Luckey, known for developing the Oculus Rift and selling it to Facebook, established Anduril to overcome the slow pace of innovation in the traditional defense industry and to develop defense technologies leveraging AI and autonomous systems. One of Anduril’s core technologies is Lattice OS , an AI-driven open operating system. This system integrates AI-driven decision-making with flexible and scalable hardware, supporting the operation of autonomous drones, rockets, submarines, and more. More than just an operating system, Lattice functions as an AI platform that supports real-time combat decision-making , differentiating Anduril from the rigid systems of traditional defense contractors. A notable application of this technology is the ALTIUS drone , which can autonomously search for and identify targets using its software and strike even in electronic war...

TSMC’s Japanese subsidiary, JASM, has built a semiconductor manufacturing plant in Kikuyo Town, Kumamoto Prefecture, which began operations in December 2024. This development has sparked increased investments in semiconductor-related infrastructure not only in Kumamoto but throughout Kyushu, fueling expectations for industry growth. TSMC chose Kumamoto due to several key factors: lower electricity costs, abundant groundwater, and the existing semiconductor supply chain, including Sony Semiconductor Manufacturing and Tokyo Electron. Sony’s strong presence in CMOS image sensor design, development, and production provided a significant advantage for JASM, which manufactures logic semiconductors, enabling synergies within the supply chain. Historically, Kyushu was known as "Silicon Island" due to its advanced semiconductor industry, but it experienced a decline along with Japan’s broader semiconductor downturn. However, recent successes in CMOS sensors, driven by Sony, and the in...

On February 18, 2025, the ruling People Power Party and the South Korean government held a policy consultation meeting, agreeing to increase the country’s inventory of state-of-the-art GPUs tenfold by the first half of next year, reaching a total of 20,000 units. To achieve this, the government plans to allocate a supplementary budget of 2 trillion KRW. Additionally, the government aims to secure 10,000 high-performance GPUs within this year to accelerate the launch of a national AI computing center. Simultaneously, it seeks to reform the scholarship system for university students engaged in research on AI, semiconductors, secondary batteries, and biotechnology, with a long-term goal of providing tuition-free education. Discussions are also underway to offer tuition assistance and overseas study funding to students conducting research in strategically significant technologies. The ruling party and the government plan to expand the budget to propel South Korea into the ranks of the worl...

Elon Musk’s Department of Government Efficiency (DOGE) is expanding its influence over U.S. federal agencies to the space sector by intervening in NASA’s budget execution. According to reports from Bloomberg and Reuters, DOGE officials are set to conduct a comprehensive review of NASA’s expenditures, signaling a new shift in the government’s budget management approach. Related Articles: 🔗 Reuters - Acting NASA Chief Says DOGE Plans to Examine Space Agency’s Spending (Feb 12, 2025) 🔗 Bloomberg - Musk’s DOGE Workers Are Headed to NASA for Spending Review (Feb 12, 2025) NASA’s acting administrator stated that DOGE intends to analyze the agency’s financial management and assess its spending structure. This process may lead to adjustments in the budget for space exploration and research and development. As the leading institution for U.S. space development, NASA is spearheading major projects such as the Artemis program and the Lunar Gateway . Given that Musk’s SpaceX collaborates with N...

As autonomous driving technology rapidly advances, Wayve from the United Kingdom and Waabi from Canada are pioneering the industry with their innovative approaches. Both companies leverage artificial intelligence (AI) to tackle the complexities that traditional autonomous driving systems face, each developing its technology with distinct methodologies and target markets. Wayve: AI That Drives Like a Human Founded in 2017 in London, Wayve is a startup developing an end-to-end AI learning system for autonomous driving. Conventional autonomous driving systems rely heavily on high-definition maps and pre-programmed rules. In contrast, Wayve adopts an Embodied AI approach, allowing vehicles to learn from real-world driving experiences. The company's AI system processes data from cameras and sensors, enabling the vehicle to understand and predict driving situations. This empowers the car to drive and make decisions more like a human driver . Unlike traditional systems, Wayve's te...

The Paris AI Summit was a significant event that underscored how artificial intelligence (AI) has evolved beyond mere technological advancement to become a central factor in strategic competition between nations. At this summit, France and the United States presented differing approaches to AI industry development and regulatory frameworks. France sought to foster AI innovation while maintaining balanced regulations, whereas the United States adopted a more aggressive stance, aiming for absolute dominance in AI technology. These contrasting strategies are expected to shape future global AI regulations and technological leadership, making it imperative for South Korea to devise a well-considered response strategy. 🔗 AI Action Summit (February 10-11, 2025) "On February 10 and 11, 2025, Paris will become the global capital of artificial intelligence (AI) as it hosts the AI Action Summit." France’s Strategy: AI Innovation and Energy-Backed Growth At the summit, France empha...