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Industry

China formalises 2030 semiconductor self-reliance strategy; Korean firms face benefits and threats

China has formalised a strategy to foster semiconductors and AI with state capital, including issuing 1.3 trillion yuan in ultra-long special bonds and investing more than 7 trillion yuan in power grids and AI computing infrastructure. It also raised budget spending and set targets for higher R&D outlays through 2026-2030. For South Korea’s chip industry, demand for advanced memory such as HBM may hold up in the near term, while China’s drive for integrated-circuit self-sufficiency could erode market share over time.

Crypto

Bitcoin in 'turbulent period' as crypto regulation bill stalls

Digital asset markets in the second week of March 2026 are swinging between optimism and concern. Forecasts say Bitcoin could top 500 million won and track gains in precious metals, though some warn it is unfit as central bank reserves. Attention is also on claims about Bitcoin’s origins, Ethereum’s “death spiral” warning, Solana overtaking Ethereum in RWA holders, and expectations for an XRP rally. U.S. crypto regulation remains stalled as stablecoins push into payments.

Telecommunications & Media

AI era 'computing on the eyes' puts smart glasses in focus

Smart glasses are emerging as a focus for telecom companies as the AI era approaches a shift to 6G, with the eyewear expected to drive higher uplink traffic by sending real-time camera and sensor data. Experts expect early adoption in hazardous industrial sites, while consumers could use features such as navigation and instant translation. Market researchers forecast strong sales growth, but challenges remain in AR displays, device performance, power efficiency, heat and security.