At the Nikkei Forum in Tokyo, Young Liu, chairman of Foxconn Technology Group, said that rising geopolitical tensions between the US and China are forcing global manufacturers to rethink their business models and embrace new regional production strategies. He also urged companies to make generative AI a core part of their long-term strategy, calling it a “game changer” for the global industry.

Safety evaluation firm Andon Labs conducted experiments using several LLMs to control robots and found that while LLMs can understand commands, they still make frequent mistakes in real-world environments and are not yet capable of safely or reliably operating machines. According to TechCrunch, Andon Labs co-founder Lukas Petersson admitted that “LLMs are not ready to be robots.”

Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products like DDR5 continue to rise, prompting industry expectations of a profit structure reversal.