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Tokyo semiconductor profits surge amid AI boom

Major semiconductor companies in Tokyo have reported strong profit growth for the April to December period, buoyed by rising demand for AI related chips. Several firms also raised their full year forecasts as investment in AI infrastructure accelerates.

Kioxia expects net profit to climb sharply for the year ending in March, citing demand from data centres in Tokyo and devices equipped with on device AI. Advantest and Tokyo Electron also upgraded their outlooks, pointing to sustained orders linked to AI applications.

Industry data suggest the global chip market will continue expanding, with World Semiconductor Trade Statistics projecting record revenues in 2026. Growth is being driven largely by spending on AI servers and advanced semiconductor manufacturing.

In Tokyo, Rapidus has reportedly secured significant private investment as it prepares to develop next generation chips. However, not all companies in Japan share the optimism, with Screen Holdings forecasting lower profits due to upfront capacity investments.

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AI visibility becomes crucial in college search

Growing numbers of students are using AI chatbots such as ChatGPT to guide their college search, reshaping how institutions attract applicants. Surveys show nearly half of high school students now use artificial intelligence tools during the admissions process.

Unlike traditional search engines, generative AI provides direct answers rather than website links, keeping users within conversational platforms. That shift has prompted universities to focus on ‘AI visibility’, ensuring their information is accurately surfaced by chatbots.

Institutions are refining website content through answer engine optimisation to improve how AI systems interpret their programmes and values. Clear, updated data is essential, as generative models can produce errors or outdated responses.

College leaders see both opportunity and risk in the trend. While AI can help families navigate complex choices, advisers warn that trust, accuracy and the human element remain critical in higher education decision-making.

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EU decision regulates researcher access to data under the DSA

A document released by the Republican-led House Judiciary Committee revived claims that the EU digital rules amount to censorship. The document concerns a €120 million fine against X under the Digital Services Act and was framed as a ‘secret censorship ruling’, despite publication requirements.

The document provides insight into how the European Commission interprets Article 40 of the DSA, which governs researcher access to platform data. The rule requires huge online platforms to grant qualified researchers access to publicly accessible data needed to study systemic risks in the EU.

Investigators found that X failed to comply with Article 40.12, in force since 2023 and covering public data access. The Commission said X applied restrictive eligibility rules, delayed reviews, imposed tight quotas, and blocked independent researcher access, including scraping.

The decision confirms platforms cannot price access to restrict research, deny access based on affiliation or location, or ban scraping by contract. The European Commission also rejected X’s narrow reading of ‘systemic risk’, allowing broader research contexts.

The ruling also highlights weak internal processes and limited staffing for handling access requests. X must submit an action plan by mid-April 2026, with the decision expected to shape future enforcement of researcher access across major platforms.

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Russia signals no immediate Google ban as Android dependence remains critical

Officials in Russia have confirmed that no plans are underway to restrict access to Google, despite recent public debate about the possibility of a technical block. Anton Gorelkin, a senior lawmaker, said regulators clarified that such a step is not being considered.

Concerns centre on the impact a ban would have on devices running Android, which are used by a significant share of smartphone owners in the country.

A block on Google would disrupt essential digital services instead of encouraging the company to resolve ongoing legal disputes involving unpaid fines.

Gorelkin noted that court proceedings abroad are still in progress, meaning enforcement options remain open. He added that any future move to reduce reliance on Google services should follow a gradual pathway supported by domestic technological development rather than abrupt restrictions.

The comments follow earlier statements from another lawmaker, Andrey Svintsov, who acknowledged that blocking Google in Russia is technically feasible but unnecessary.

Officials now appear focused on creating conditions that would allow local digital platforms to grow without destabilising existing infrastructure.

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Saudi Arabia recasts Vision 2030 with new priorities

The new phase of Vision 2030 is being steered toward technology, digital infrastructure and advanced industry by Saudi Arabia instead of relying on large urban construction schemes.

Officials highlight the need to support sectors that can accelerate innovation, strengthen data capabilities and expand the kingdom’s role in global tech development.

The move aligns with ongoing efforts to diversify the economy and build long-term competitiveness in areas such as smart manufacturing, logistics technology and clean energy systems.

Recent adjustments involve scaling back or rescheduling some giga projects so that investment can be channelled toward initiatives with strong digital and technological potential.

Elements of the NEOM programme have been revised, while funding attention is shifting to areas that enable automation, renewable technologies and high-value services.

Saudi Arabia aims to position Riyadh as a regional hub for research, emerging technologies and advanced industries. Officials stress that Vision 2030 remains active, yet its next stage will focus on projects that can accelerate technological adoption and strengthen economic resilience.

The Public Investment Fund continues to guide investment toward ecosystems that support innovation, including clean energy, digital infrastructure and international technology partnerships.

An approach that reflects earlier recommendations to match economic planning with evolving skills, future labour market needs and opportunities in fast-growing sectors.

Analysts note that the revised direction prioritises sustainable growth by expanding the kingdom’s participation in global technological development instead of relying mainly on construction-driven momentum.

Social and regulatory reforms connected to digital transformation also remain part of the Vision 2030 agenda. Investments in training, digital literacy and workforce development are intended to ensure that young people can participate fully in the technology sectors the kingdom is prioritising.

With such a shift, the government seeks to balance long-term economic diversification with practical technological goals that reinforce innovation and strengthen the country’s competitive position.

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Slovenia sets out an ambitious AI vision ahead of global summit

Ambitions for AI were outlined during a presentation at the Jožef Stefan Institute, where Slovenia’s Prime Minister Robert Golob highlighted the country’s growing role in scientific research and technological innovation.

He argued that AI has moved far beyond a supportive research tool and is now shaping the way societies function.

He called for deeper cooperation between engineering and the natural sciences instead of isolated efforts, while stressing that social sciences and the humanities must also be involved to secure balanced development.

Golob welcomed the joint bid for a new national supercomputer, noting that institutions once competing for excellence are now collaborating. He said Europe must build a stronger collective capacity if it wants to keep pace with the US and China.

Europe may excel in knowledge, he added, yet it continues to lag behind in turning that knowledge into useful tools for society.

Government officials set out the investment increases that support Slovenia’s long-term scientific agenda. Funding for research, innovation and development has risen sharply, while work has begun on two major projects: the national supercomputer and the Centre of Excellence for Artificial Intelligence.

Leaders from the Jožef Stefan Institute praised the government for recognising Slovenia’s AI potential and strengthening financial support.

Slovenia will present its progress at next week’s AI Action Summit in Paris, where global leaders, researchers, civil society and industry representatives will discuss sustainable AI standards.

Officials said that sustained investment in knowledge remains the most reliable route to social progress and international competitiveness.

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Dutch MPs renew push to move data off US clouds

Dutch MPs have renewed calls for companies and public services in the Netherlands to reduce reliance on US-based cloud servers. The move reflects growing concern over data security and foreign access in the Netherlands.

Research by NOS found that two-thirds of essential service providers in the Netherlands rely on at least one US cloud server. Local councils, health insurers and hospitals in the Netherlands remain heavily exposed.

Concerns intensified following a proposed sale of Solvinity, which manages the DigiD system used across the Netherlands. A sale to a US firm could place Dutch data under the US Cloud Act.

Parties including D66, VVD and CDA say critical infrastructure data in the Netherlands should be prioritised for protection. Dutch cloud providers say Europe could handle most services if procurement rules changed.

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EU telecom simplification at risk as Digital Networks Act adds extra admin

The ambitions of the EU to streamline telecom rules are facing fresh uncertainty after a Commission document indicated that the Digital Networks Act may create more administrative demands for national regulators instead of easing their workload.

The plan to simplify long-standing procedures risks becoming more complex as officials examine the impact on oversight bodies.

Concerns are growing among telecom authorities and BEREC, which may need to adjust to new reporting duties and heightened scrutiny. The additional requirements could limit regulators’ ability to respond quickly to national needs.

Policymakers hoped the new framework would reduce bureaucracy and modernise the sector. The emerging assessment now suggests that greater coordination at the EU level may introduce extra layers of compliance at a time when regulators seek clarity and flexibility.

The debate has intensified as governments push for faster network deployment and more predictable governance. The prospect of heavier administrative tasks could slow progress rather than deliver the streamlined system originally promised.

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New York weighs pause on data centre expansion

Lawmakers in New York have introduced a bill proposing a three year pause on permits for new data centres. Supporters say rapid expansion linked to AI infrastructure risks straining energy systems in New York.

Concerns in New York focus on rising electricity demand and higher household bills as tech companies scale AI operations. Critics across the US argue local communities bear the cost of supporting large scale computing facilities.

The New York proposal has drawn backing from environmental groups and politicians in the US who want time to set stricter rules. US senator Bernie Sanders has also called for a nationwide halt on new data centres.

Officials in New York say the pause would allow stronger policies on grid access and fair cost sharing. The debate reflects wider US tension between economic growth driven by AI and environmental limits.

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New York moves toward data centre moratorium as energy fears grow

Lawmakers in New York have proposed a three-year moratorium on permits for new data centres amid pressure to address the strain prominent AI facilities place on local communities.

The proposal mirrors similar moves in several other states and reflects rising concern that rapidly expanding infrastructure may raise electricity costs and worsen environmental conditions rather than supporting balanced development.

Politicians from both major parties have voiced unease about the growing power demand created by data-intensive services. Figures such as Bernie Sanders and Ron DeSantis have warned that unchecked development could drive household bills higher and burden communities.

More than 230 environmental organisations recently urged Congress to consider a national pause to prevent further disruption.

The New York bill, sponsored by Liz Krueger and Anna Kelles, aims to give regulators time to build strict rules before major construction continues. Krueger described the state as unprepared for the scale of facilities seeking entry, arguing that residents should not be left covering future costs.

Supporters say a temporary halt would provide time to design policies that protect consumers rather than encourage unrestrained corporate expansion.

Governor Kathy Hochul recently announced the Energize NY Development initiative, intended to modernise the grid connection process and ensure large energy users contribute fairly.

The scheme would require data centre operators to improve their financial responsibility as New York reassesses its approach to extensive AI-driven infrastructure.

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