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SHOWING 3 OF 573 STORIES
ISSUE 259EVENING

South Korea, Demand Forecasting, Supply Chains and Decision Evidence

LG trained demand AI on 11.3 million series, but the missing promotion still wins

EXAONE Demand ranks first among the 36 time-series foundation models LG tested. The paper also shows why a better forecast is not yet a better inventory decision.

#south-korea#forecasting#supply-chain
ISSUE 246MORNING

United States and China, AI Infrastructure, Optical Networks and Public Procurement

Congress found the tiny AI data-center part that policy forgot to count

A bipartisan bill would keep named Chinese optical transceivers out of national-security systems after a five-year transition. The missing first step is an honest inventory of the modules, code and replacement market.

#optical-transceivers#ai-infrastructure#supply-chain
ISSUE 171EVENING

Semiconductors, Industrial Policy and AI Infrastructure

India says its chips are shipping before its flagship fab has a wafer

Packaging lines are exporting, Indian designs are entering foreign products, and Dholera is still a construction site. All three can be true, but they are not the same milestone.

#semiconductors#india#supply-chain