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Industry

TSMC, Samsung Electronics, SK Hynix share in MSCI emerging markets index tops 30 percent

TSMC, Samsung Electronics and SK Hynix account for more than 30 percent of the MSCI Emerging Markets Index, creating a structure in which emerging market returns are heavily influenced by a small group of semiconductor companies. As the AI chip rally cools, large asset managers are widening their focus to China and India as well as sectors such as consumer goods and energy. Korea’s market has been hit, while inflows to emerging market equity funds continue.

AI & Enterprise

Big AI companies increasingly stress price competitiveness over performance

Price competitiveness is increasingly gaining weight in the global race for AI leadership, with major companies putting greater emphasis on costs alongside performance. OpenAI and SpaceXAI highlighted token efficiency for their latest models, while Meta set a lower price for a new coding and agent-focused model. Companies using AI are also calling for lower costs. The article also lists updates from Anthropic, Microsoft, AWS, Tencent and others.

AI & Enterprise

OpenAI launches ChatGPT Work, says it evolves into work partner

OpenAI said on Thursday it will launch ChatGPT Work, built on GPT-5.6 and Codex technology, to handle complex tasks. The service gathers information across apps and files to produce documents, spreadsheets, presentations and web apps, and can run scheduled tasks. OpenAI will also roll out a beta Sites feature, add a built-in browser and computer-use tools to its desktop app, and revamp its Chrome extension while phasing out Atlas.