E2 Industry & Supply Chains
by main topic: 317
Issues 71
Macroeconomy & Finance 15
- IssueA handful of outsized deals dominate value in a market that is 1.2% of global transactions1 trends · 2 signals
- IssueAI embedding strengthens marketplaces and deepens the brands' scale-versus-data tension1 trends · 1 signals
- IssueAI-optimized baskets split across retailers and make real-time price parity mandatory1 trends · 0 signals
- IssueBalancing domestic and overseas investment to prevent hollowing out of strategic industries1 trends · 1 signals
- IssueBrand equity, scale, and distribution no longer guarantee competitive advantage1 trends · 0 signals
- IssueDelivering value becomes a recurring obligation rather than a one-time repositioning1 trends · 1 signals
- IssueKorea: the energy shock as sectoral asymmetry rather than an aggregate terms-of-trade loss1 trends · 0 signals
- IssueMining: prices mask declining labour and capital productivity1 trends · 0 signals
- IssueSemiconductor scenarios: faster or slower chip export growth and their effects on Korean growth and inflation1 trends · 0 signals
- IssueSlowing industrial growth in a shrinking society0 trends · 0 signals
- IssueThe adoption curve splits between overbuilding on hype and waiting for perfect technology1 trends · 0 signals
- IssueThe eurozone's swing factor is an uptick in productive investment1 trends · 1 signals
- IssueThe government's 'real growth' paradigm targets world-leading products through concentrated national support4 trends · 0 signals
- IssueValue-first management moves procurement, product development, and supply chain to the centre1 trends · 0 signals
- IssueWhere advantage sits when information and AI are universally accessible1 trends · 0 signals
Labor & Future of Work 5
- IssueAccelerating automation and high-productivity restructuring to offset labour shortages in Korea2 trends · 0 signals
- IssueFleet orchestration is expected to move from warehouses into factories and defence1 trends · 2 signals
- IssueKorean strength: Manufacturing automation0 trends · 0 signals
- IssueScaling physical AI across Korean industry amid cost pressure and job change1 trends · 0 signals
- IssueThe binding constraint in defence AI moves from innovation to delivery1 trends · 1 signals
Trade & Economic Security 12
- IssueBuilding a Caucasus cooperation strategy around logistics, renewables, agri-food and tourism0 trends · 0 signals
- IssueCapturing semiconductor value without owning a foundry1 trends · 0 signals
- IssueChina's self-reliance squeezes Korean exports while new Chinese bottlenecks open niches2 trends · 2 signals
- IssueChinese competition threatens Korean market share in autos, petrochemicals and chips2 trends · 0 signals
- IssueGoing All-Digital1 trends · 0 signals
- IssueGovernment role in helping firms turn the 2026 triple inflection into opportunity2 trends · 0 signals
- IssueHardware costs of generative AI phones slow diffusion in price-sensitive markets1 trends · 0 signals
- IssueInstitutionalizing Korea-Japan supply chain and economic security cooperation1 trends · 0 signals
- IssueMounting an all-out response to China's rapid technological rise and securing defence-linked manufacturing0 trends · 3 signals
- IssueStrategy 3: pool national capacity from technology to industry for technology-led growth3 trends · 0 signals
- IssueTechnology sovereignty, Chinese catch-up and changing cycles as limits on Korean chip growth1 trends · 0 signals
- IssueWatch point: technology improves chains enough that dramatic reorganization becomes unnecessary1 trends · 0 signals
Resources, Food & Water 9
- IssueA new maritime economy, Arctic route readiness and growth hubs in fishing villages1 trends · 0 signals
- IssueBlue economy cooperation in seabed resources, offshore wind and smart ports0 trends · 0 signals
- IssueCatalytic conversion for retiring aircraft fleets1 trends · 0 signals
- IssueFinally Graphene1 trends · 0 signals
- IssueForever Machines1 trends · 0 signals
- IssueKorea-Mongolia cooperation beyond minerals: rare minerals, new cities, logistics and energy independence0 trends · 0 signals
- IssueReal-time health data forces products to stop trading taste against price against function1 trends · 1 signals
- IssueSector-specific Korea-EU cooperation in batteries, semiconductors, defence and critical minerals1 trends · 0 signals
- IssueValue is judged on durability, versatility, and resale, not on price alone1 trends · 2 signals
Geopolitics & Security 4
- IssueInnovation leaders frame science and technology as Korea's growth engine and survival strategy0 trends · 0 signals
- IssueOpportunities and risks for Korean shipbuilding amid US-China maritime rivalry2 trends · 2 signals
- IssuePreparing Korea-Russia Arctic route cooperation in phases under sanctions1 trends · 1 signals
- IssueResilience relocated from what you own to what you can decide independently1 trends · 0 signals
Democracy & Governance 2
- IssueGrowth-engine policy must shift from top-down state selection to active corporate participation1 trends · 1 signals
- IssueWith no accepted ROI method, vendors get to define what agent value means1 trends · 1 signals
Tech·Digital Policy 3
- IssueFour policy tasks for Korea's shift to physical-AI-based autonomous manufacturing1 trends · 1 signals
- IssueMaterial passports that survive AI-designed matter1 trends · 0 signals
- IssueStrengthening corporate social responsibility amid volatility0 trends · 0 signals
Demographics & Migration 3
- IssueAI and robots running industry and national systems in a shrinking-workforce Korea0 trends · 1 signals
- IssueGrowing an age-friendly industry in Korea2 trends · 0 signals
- IssueThe silver economy rests on assumptions about health and retirement age1 trends · 0 signals
Cities & Housing 1
Welfare & Health 4
- IssueHealth and wellness cannot be addressed as a single market2 trends · 2 signals
- IssueInterest does not convert if the health proposition makes the consumer work too hard2 trends · 2 signals
- IssuePrivate label hits a trust ceiling in performance-critical categories1 trends · 2 signals
- IssueThe gap between health goals and health behaviour is read as commercial headroom1 trends · 1 signals
AI & Computing 8
- IssueAI answers absorb the high-intent moment, cutting brands out of the consideration set1 trends · 1 signals
- IssueAgent washing and agentic workslop make some deployments net-negative1 trends · 0 signals
- IssueConsumer products: continuous coordination replaces calendar cycles1 trends · 0 signals
- IssueGenerative engine optimization emerges as a capability distinct from SEO1 trends · 0 signals
- IssueLeadership in next strategic technologies through the NEXT project, space and IP strategy1 trends · 0 signals
- IssueServing segment-specific health needs requires faster iteration than incumbents currently run1 trends · 1 signals
- IssueThe performance gap between digitally mature and immature retailers is expected to widen1 trends · 0 signals
- IssueThe report expects sourcing to swing from buying software to building it1 trends · 1 signals
Energy & Climate Tech 1
- IssueUncertain future for energy-intensive industry2 trends · 0 signals
Digital Infrastructure & Cyber 1
- IssueTrust in the retail channel itself becomes part of the product1 trends · 0 signals
Values & Lifestyles 3
- IssueBrands must re-earn choice in a fragmented and mediated decision landscape1 trends · 0 signals
- IssueExperience investment without a chosen emotional dimension yields poor return1 trends · 0 signals
- IssueThree-track Korea-Japan cooperation in the cultural content industry0 trends · 0 signals
Trends 50
Macroeconomy & Finance 4
- TrendChina prepares for a protracted contest through self-reliance and domestic strength5 signals
- TrendKorea's catch-up growth model has reached its limits3 signals
- TrendStructural expansion of the global semiconductor cycle driven by AI infrastructure investment2 signals
- TrendWar-driven costs and AI demand push product prices up, tempered by Chinese oversupply0 signals
Labor & Future of Work 8
- TrendInsight 16: robots leave controlled industrial settings for ordinary environments2 signals
- TrendKorean manufacturers are expanding overseas production and localisation0 signals
- TrendPhygital parity: digital tools are judged by whether they strengthen human contact2 signals
- TrendShift 3: shared-services centers become AI-native global business services7 signals
- TrendShift 5: value capture depends on work flow rather than on organizational structure10 signals
- TrendSuperfluid enterprise10 signals
- TrendTrend 14: orchestration rather than individual capability becomes the robotics frontier4 signals
- TrendUnfair trade practices and labour market dualism are weakening incentives to innovate3 signals
Trade & Economic Security 19
0-3 years 5
- TrendAutomotive: EV adoption rises while margins lag on battery cost and Chinese competition2 signals
- TrendChina's weak domestic demand and strong supply capacity push low-price exports0 signals
- TrendChinese capacity expansion and low-price offensives intensify global price competition0 signals
- TrendGlobal demand for Korea's key industries is capped by war, tariffs and high oil despite AI and emerging markets0 signals
- TrendThree overlapping inflection points redefine corporate competitiveness in 20262 signals
4-10 years 13
- TrendChinese overcapacity pressure concentrates on strategic EU manufacturing sectors3 signals
- TrendCompetition and complementarity coexist between Korean and EU strategic industries1 signals
- TrendEU industrial policy moves to direct support for strategic production and supply-chain resilience2 signals
- TrendEroding global OLED share limits Korean display export growth1 signals
- TrendGlobal supply chains strained and trade relations fragmenting5 signals
- TrendICT exports carry Korean growth while external uncertainty and AI reshape the sector0 signals
- TrendMature smartphone market and relocated production restrain Korean communication equipment exports1 signals
- TrendOffshoring of device and component production caps domestic ICT output growth1 signals
- TrendRevival of industrial policy fragments global supply chains8 signals
- TrendStory 4: efficiency is redefined around reliability and political alignment7 signals
- TrendUS reliance on China falls while China's global supplier role holds3 signals
- TrendUS-China maritime rivalry spreads from navigation rights to shipbuilding and logistics2 signals
- TrendUS-centred restructuring of supply and value chains accelerates amid slowing globalization11 signals
11-30 years 1
Resources, Food & Water 2
- TrendMaterials Revolution5 signals
- TrendThe importance of circular economy is growing2 signals
Ecosystems & Biodiversity 2
Geopolitics & Security 1
Demographics & Migration 1
- TrendTransition to a silver economy reshapes industries1 signals
Welfare & Health 1
Education & Generations 1
AI & Computing 6
- TrendAI data centre investment drives demand for enterprise SSDs and revives HDDs2 signals
- TrendAI investment boom fuels a memory semiconductor supercycle unlike past cycles4 signals
- TrendDigital transformation and AI chip competition broaden long-term semiconductor demand4 signals
- TrendKorean industry is splitting between AI and green growth sectors and pressured commodity manufacturing0 signals
- TrendOLED adoption in tablets, laptops and monitors expands the display market2 signals
- TrendTrend 5: discovery, comparison, and checkout collapse into one AI interface3 signals
Bio & Health Tech 1
Energy & Climate Tech 2
Digital Infrastructure & Cyber 2
- TrendE-commerce expected to grow significantly0 signals
- TrendSupply chain technology improving traceability but concentrating dependence0 signals
Signals 196
Macroeconomy & Finance 41
0-3 years 37
- Signal43% rank productivity their top priority and two-thirds call their organization overly complex
- SignalA generative AI copilot cut FP&A transactional activity 30% and opex 15% in one company
- SignalAldi and Lidl force UK incumbents to rework pricing, quality, assortment, and cost base
- SignalAmazon Grocery consolidates private label with 1,000+ items under $5
- SignalB2B leads cross-border deal count while B2C leads value on the strength of one transaction
- SignalBilling infrastructure for AI agents emerges while pricing models remain unsettled
- SignalConsumers tell McKinsey private label is equal or better quality, undercutting the trade-down label
- SignalCross-border deals are 49.2% of value but 40.3% of transactions in the six
- SignalEU industrial output and investment weakened during the energy price shock
- SignalEarly warning 6: Deep-tech ecosystem vitality
- SignalEfficiency metrics dominate AI agent measurement while revenue impact stays unquantified
- SignalEurope's corporate investment gap with the US is $700 billion, about three points of GDP
- SignalExecutives split evenly on whether opportunity windows are shortening
- SignalFinancial services leads all industries in AI agent partnerships in 2025
- SignalFriction costed at $8.8 trillion in disengagement and 20-30% of revenue in silos
- SignalGWI values wellness real estate at $548 billion and projects over $1 trillion by 2029
- SignalIntegrating end-to-end processes raised speed to market 1.5-fold at one CPG company
- SignalKorean industries split between a technology-led boom and a deep slump in heavy sectors
- SignalLeaders at the largest organizations feel very high productivity pressure at twice the rate
- SignalMalaysia has 49.2% of deals and Indonesia 47.3% of deal value among the six
- SignalNorth America became tonies' largest market at about half of revenue in 2025
- SignalOne $10.6bn Thai acquisition of Tesco Malaysia makes Thailand the top origin by value
- SignalOnly one of Korea's ten largest listed companies was founded after 1990
- SignalOver half of global business services scopes cover finance, HR, IT, and procurement; savings exceed 20%
- SignalPrivate-label preference fell 21 points from 65% to 44% in one year
- SignalSK Square set to turn SK Hynix windfall into firepower for AI, chip deals
- SignalSector composition of cross-border deals is broadly similar across the four larger markets
- SignalSemiconductors moved from laggard to leader by combining portfolio and performance moves
- SignalSephora paid for rides to stores after a Q1 2025 US sales dip
- SignalState of Tech in Africa H1 2026 recap: Is consolidation the new growth story?
- SignalTSMC, Rapidus and Airbus as models of state-led or public-private strategic firms
- SignalTarget froze 2024 prices on 1,000+ school items after a 4.8% traffic decline
- SignalTechCabal — ForgeTech Summit 2026 and Tier 2 African markets (Ghana, Rwanda, Tunisia) gaining investor interest
- SignalUnilever expanded its CFO's remit to supply chain, procurement, digital, and business services
- SignalVenture investment and new unicorns have shrunk since the 2021 peak
- SignalWalmart is said to have gained 15% in repeat purchases from voice ordering
- SignalZara runs continuous competitor-tracking dynamic pricing
4-10 years 1
11-30 years 2
Labor & Future of Work 20
0-3 years 19
- Signal47% name innovation investment and a continuous-improvement culture as the top productivity unlocks
- SignalA Toyota agent replaced work spread across 50 to 100 mainframe screens
- SignalA funded startup builds measurement of AI-written code into the engineering workflow
- SignalA retailer's fleet foundation model is reported to raise robot travel efficiency by 10 percent
- SignalAn FMCG firm eliminated 70% of duplicated reports and lifted engagement 25 points
- SignalApple Expands Vietnam Supply-Chain Worker Education Program
- SignalCanadian service robot market valued at $1.12 billion in 2024
- SignalExternally built agent pilots are said to reach deployment at twice the internal rate
- SignalFirms in innovation cities remain small, service-heavy and weakly linked to relocated agencies
- SignalKorean small firms produce under a third of large-firm output per worker
- SignalLegacy integration (42%) and organizational resistance (41%) are the top GBS barriers
- SignalLevi Strauss lifted loose fit jeans sales 15% in three months by recombining teams with AI
- SignalNamed defence AI firms grow field presence to compete for government contracts
- SignalOne firm duplicated 35% of decisions and spent over 1,000 hours a month on manual reporting
- SignalProcess redesign (34%) and talent strategy (32%) are the main geopolitical reorganization levers
- SignalProfessional services and TMT lead in pursuing AI-driven productivity gains
- SignalReport forecasts 80 percent of warehouses using robotics or automation by 2028
- SignalShared services today remain operational and administrative rather than analytical
- SignalWarehouse automation stacks mature toward an orchestration layer above the robots
Trade & Economic Security 26
0-3 years 22
- Signal90 percent plan to expand and strengthen their technology partnership ecosystem
- SignalAir freight rates spike as maritime routes are disrupted
- SignalChina holds about 75% of battery output and 90% of neodymium magnets
- SignalEU Competitiveness Compass and a June 2026 technology sovereignty package target dependence
- SignalEarly warning 5: Strategic-technology market share
- SignalExport shares rose in 6 of 14 Chinese manufacturing sectors, led by cars and electrical machinery
- SignalIndia, Vietnam, Thailand and Mexico are named as beneficiaries of reduced dependence on China
- SignalKorea and US tech giants commit to a $950 billion AI and chip alliance
- SignalKorea's leading exports stay locked in semiconductors and autos from 2000 to 2024
- SignalPharma Tariffs 2026: Supply Chain & Manufacturing Impacts
- SignalReshoring and AI Power 2026 US Supply Chains — but reshoring strains persist
- SignalSemiconductor Supply Chain Fragmentation: TSMC, Nexperia Split, Tungsten Bottleneck
- SignalSemiconductors, biotech, clean energy and pharmaceuticals are named as strategic manufacturing
- SignalSupply Chain Concerns Doubled Amid Regulatory Complexity, Thomson Reuters and Xeneta Find
- SignalTSMC posts record Q1 2026; Strait of Hormuz blockade threatens chip supply chain
- SignalTariff Volatility Pushes Global Supply Chains into Regional Reset in 2026
- SignalThe 2022 US CHIPS and Science Act, the European Chips Act and Indian and Japanese investment are named
- SignalThe AI chip market is projected to quadruple to $500bn by 2029 while sovereign cloud triples
- SignalUS Section 301 action and maritime executive order target Chinese shipbuilding
- SignalUS, German and Chinese players take distinct routes to factory physical AI
- SignalWEF Global Value Chains Outlook 2026 — Resilience Over Efficiency
- Signaltonies opened a Vietnam plant one day before US tariffs on Chinese goods
4-10 years 4
- SignalAI data centres revive hard disk drive demand, with world shipments up 28.1 percent in 2025
- SignalIndia approves 12 semiconductor manufacturing projects worth ~$17.2B; IndiaAI Mission builds 45,000+ GPU compute centers
- SignalKorean firms see US and Chinese rivals pulling ahead in main industries by 2030
- SignalMore than 400 billion dollars of pharma commitments to US facilities create a new AI testbed
Climate Change & Adaptation 2
Resources, Food & Water 9
- Signal2001 foot and mouth outbreak cost the UK over 8 billion pounds
- Signal30% buy apparel secondhand and nearly half do services themselves that they used to pay for
- SignalFinland's circular material use rate has stayed near four per cent for a decade
- SignalMore Retail reports forecast accuracy rising from 24% to 76% with AI
- SignalPatagonia, Levi's, and Another Tomorrow build resale into the brand rather than around it
- SignalPerfect Day, Nestle and EVERY have moved fermentation-derived proteins onto retail shelves
- SignalRoughly four in five consumers are buyers or interested in nutrition and personal care
- SignalTesla is named as pursuing vertical integration by acquiring suppliers in clean energy
- SignalVRBO farm-stay listings rose 300% year over year according to Expedia's Unpack 2026
Ecosystems & Biodiversity 1
Geopolitics & Security 7
- Signal74% expect volatility to create new business opportunities
- SignalHigh performers both collaborate more and scrutinize partners more
- SignalHow Ukraine strikes on Russian warehouses became a problem in Kyrgyzstan
- SignalNearly half of the chip vendor's partnerships are with companies outside the United States
- SignalQuantum Systems raises $1.2B Series D for drone manufacturing (Germany)
- SignalSamsung lifted foundry sales after widening its supplier base beyond Asia
- SignalStrategic Capital Signs $820M Loan for Drone Expansion
Democracy & Governance 7
- Signal33 percent of high performers are frequently hit by external shifts against 65 percent of the rest
- Signal39% see redefining process flows as the best route past productivity barriers
- SignalCritical Imports and Supply Chains Strategy published January 2024
- SignalDraghi's recommendations enter EU policy through the Competitiveness Compass and the Industrial Accelerator Act
- SignalEmbraer built centers of excellence to push capabilities like intelligent automation across the group
- SignalKenya Regulator Imposes Conditions on Asahi's $2.3 Billion Acquisition of Diageo's EABL
- SignalSmall firms report hundreds of technology theft cases and weak legal redress
Tech·Digital Policy 7
- SignalAnalysts put Spravato global sales at $2 billion in 2025
- SignalBIS revokes validated end-user status for Samsung and SK hynix plants in China
- SignalEU work on a uniform '28th legal regime' for companies
- SignalKorea launches AI Data Center Alliance to industrialize AIDC supply chains
- SignalKorea ranks 2nd in scientific infrastructure but 40th in university-industry knowledge transfer
- SignalKorea's technology level rises 1.3 points and the gap with the leader narrows by 0.4 years
- SignalSector Plan ambition: first trillion-dollar UK tech firm by 2035
Cities & Housing 3
Welfare & Health 6
- Signal82% name a nutrition purchase intent; 63% diagnostics, 60% coaching, 55% devices
- SignalAbout a third of England's generic medicines made in India
- SignalPwC positions proprietary product data as the guide to where demand forms next
- SignalPwC states the sector opportunity lists are indicative examples, not a complete demand map
- SignalTestosterone, hair transplant and steroid markets scale up around male appearance anxiety
- SignalThe Whole Truth Foods builds an Indian clean-label brand on upfront disclosure
Education & Generations 1
AI & Computing 44
0-3 years 37
- Signal79% say ecosystem partners speed technology adoption
- Signal84% plan to widen shared-services scope within two years, led by innovation and analytics
- Signal86% say ecosystem data improves their AI capabilities
- SignalA fifth of mining companies plan a fifth increase in AI spend for 2026
- SignalA major US retailer lets customers buy inside a chatbot through an OpenAI partnership
- SignalAI data centre demand outruns compute supply and exhausts memory chips
- SignalAI, blockchain, IoT sensors and 3D printing are named as supply chain remedies
- SignalAI-driven memory chip demand pushes up smartphone/PC prices
- SignalAMD to Acquire AI Inference Chip Startup Taalas, Which Hardwires Models Into Silicon
- SignalASEAN Tech Summit 2026 opens in Manila, pushes borderless digital economy
- SignalChina Unveils Roadmap for AI, New Energy Vehicle Industrial Upgrading
- SignalChina still misses self-sufficiency targets in chips and other bottleneck fields
- SignalIT output has grown more than four times as fast as non-IT output since 2000
- SignalIn store, 76% want shelf-scanning apps, 73% instant availability, 70% easy returns
- SignalInterest reaches 63% for health insights and diagnostics, 60% coaching, 54% devices
- SignalKorea launches IRA-style production tax credit covering chips, batteries and AI robots
- SignalKorea's industrial robot density of 1,012 per 10,000 workers is the highest in the world
- SignalKorea's manufacturing base is strong but its physical AI platform ecosystem is nascent
- SignalMade in China 2025 review shows strong self-sufficiency gains in some sectors and weakness in others
- SignalMosaic Insurance Launches New 'AI Lab' Unit
- SignalNavitas sues Renesas over GaN power semiconductor patent infringement
- SignalNscale and Figure Sign Strategic Partnership to Power the Next Generation of Physical AI
- SignalNvidia confirms it will buy Hugging Face for $12.9 billion
- SignalOnly 6% of GBS leaders realize full value from advanced technology; over 40% have not started
- SignalOpen innovation revives as AI raises the return on external ideas
- SignalP&G is credited with a 40% cut in development time from AI virtual testing
- SignalPhysical AI robots stay more expensive than industrial robots even as component costs fall
- SignalPresident Lee Jae-myung Chairs Report on Seven Future Growth 'SEED' Technologies
- SignalReported returns of 2-3x ROI and 35-50% cost savings from friction removal
- SignalSK hynix approves 54 trillion won investment in Yongin and Cheongju fabs for AI memory
- SignalSamsung Launches Humanoid Robot Division With Robot-Brain AI Already Tested in Factories
- SignalSouth Korea Fast-Tracks Semiconductor and AI Megaprojects Amid Power Infrastructure Gap
- SignalSouth Korea launches $3.5 billion semiconductor fund
- SignalThailand establishes National Semiconductor Policy Committee, approves $20B in digital projects
- SignalU.S. appeals court upholds Pentagon designation of Anthropic as supply chain risk
- SignalWalmart and Target open purchasing inside AI platforms
- SignalWalmart extends computer-vision checkout to 500 US stores
4-10 years 6
- SignalGartner projects world IT spending to grow 10.8 percent in 2026 and 9.2 percent a year to 2029
- SignalKISDI forecasts Korean ICT production to grow 3.2 percent in 2026 and 1.1 percent a year to 2030
- SignalManufacturing's scale makes it the main arena for AI value creation
- SignalMicro LED display shipments projected to rise from 0.2 million in 2025 to 37.71 million in 2031
- SignalOLEDoS shipments for XR devices projected to reach 34.6 million by 2030 after a 2025 dip
- SignalProfitability of Open-Source Software Product Development
Bio & Health Tech 2
Energy & Climate Tech 2
Space & Mobility 2
Digital Infrastructure & Cyber 5
- Signal90% say they lose their edge without real-time operation
- SignalOnline sales reached 26.6% of UK retail in May 2022
- SignalReport forecasts more than 20 vendors offering unified developer platforms by 2028
- SignalReport forecasts products without preemptive security losing market relevance by 2029
- SignalTwo in three trust ecommerce on price, ahead of physical stores at 53%
Values & Lifestyles 6
- SignalChinese tourist arrivals in Greece up 31% in 2019
- SignalFoldable smartphones grow fast, led by China, but stay near three percent of the market
- SignalPOP MART added a LABUBU Forest zone to its Beijing theme park in May 2026
- SignalQuality and durability lead purchase drivers at 74% in fresh produce
- SignalRich countries' material footprint six times that of poor countries
- SignalTrolli runs a five-year gaming partnership and an in-person takeover at PAX East
Media & Information Ecosystem 1
Religion & Identity 1
Objects with this as a secondary topic 794
Macroeconomy & Finance 118
0-3 years 89
- Signal$7 trillion of investment pledges face their first real test
- Signal43% of executives say they divested too late or failed to divest
- Signal74% would switch for a lower regular price and 71% for an unannounced downsizing
- SignalA billion-dollar acquisition is framed as access to a 120 trillion dollar treasury market
- SignalABB's FP&A-embedded team built a gross-profit-per-headcount metric to steer cost behavior
- IssueAdaptability depends on being able to shift the investment balance quickly2 trends · 1 signals
- SignalAll six beat peers on Financial Size and Condition but three fall below on Financial Access
- SignalCapital availability is the least-cited barrier to fixing productivity stagnation
- SignalChina Development Bank disburses first tranche of 2026 policy-based financing tool
- SignalChina recorded the largest fall in wealth growth as investment, inflation, and property all slowed
- SignalChina works through a partial balance sheet reset with debt at all-time highs
- SignalChina would need domestic demand to rise more than six points of GDP
- TrendChina's deflation trap4 signals
- SignalChinese corporate debt is double the global average and 80% of corporate real assets
- IssueConsumer AI is adopted widely and paid for narrowly1 trends · 1 signals
- IssueCorporate adoption is justified by payment cost, not by the technology1 trends · 1 signals
- SignalCorporate debt sits at or below 25-year averages in much of the world; Ireland cut 21 points
- TrendDemand-side inflation pressure building in Korea as the chip export boom spreads to domestic demand1 signals
- SignalDemand-side weakness: falling consumption propensity, export dependence on chips and record-low spending growth
- TrendDeveloping regions diverge in capital mix while Southeast Asia's six concentrate on FDI4 signals
- SignalEarly adopters report 2.2x ROI against 1.4x for late adopters
- TrendEconomic risks expected to materialize sooner1 signals
- SignalEquity deals to robot foundation model developers rose through 2025
- SignalEquity to GDP climbed most in South Korea, the US, Canada, and Japan
- SignalExperiences grew 2.6% from 2023 to 2025 against 0.8% for nonessential goods
- SignalFigure 3 gives each of the six a global rank in all five GOI categories
- SignalFigure 6 gives standardized peer-comparison scores for the six across all fourteen subcategories
- TrendFinance-led cost management becomes a continuous discipline built on ownership and tooling8 signals
- TrendForce 2: value priority spreads across income segments and categories0 signals
- SignalHigh performers report 4.5x ROI at lower relative investment
- SignalHouseholds hold 95% of all wealth, split about evenly between real and financial assets
- SignalIKEA visitor rates rose 4.5% in store and 21% online after publicized price cuts
- SignalIndonesia ranks 46th overall and 38th in Financial Services, compared with 78th in 2022
- SignalInstacart says price-parity retailers grew over 10 points faster on its platform
- SignalIntangibles outgrow physical investment while going uncommercialised
- SignalIntel Announces Upsize and Pricing of $20 Billion Common Stock Offering
- SignalJapan, the UK, China, and France hold currency and deposits above twice GDP
- SignalKorea climbs to 14th in GDP and 6th in exports while growth outlooks improve
- TrendKorea combines solid macro aggregates with widening sectoral asymmetry0 signals
- SignalKorea plans 20-trillion-won sovereign wealth fund to invest directly in AI and semiconductors
- TrendKorea's IT-led expansion broadening into other sectors of the economy0 signals
- SignalKorean chip stocks plunge amid global AI investment doubts
- SignalKroger reports low- and middle-income households cutting trip size and dining out
- SignalLao PDR is last of the six with 75th in Economic Fundamentals and 79th in Institutional Framework
- SignalLarge banks and brokerages acquire pre-IPO trading and cap table infrastructure
- SignalLithium has lost over 80% of its value since 2022, making integrated hubs a necessity
- SignalLuxury hotels grew nearly 6% from 2023 to 2025 against about 3.5% for hotels overall
- SignalMalaysia leads the six at 23rd overall, 17th in Financial Services and 18th in Business Perception
- SignalMore than 1,300 unicorns exist worldwide and twelve exceed the median S&P 500 company
- SignalMore than a quarter of listed Chinese firms unprofitable, a 25-year high
- SignalMore than three-quarters of consumers still trade down, differently by category
- SignalNickel price jump of 270% led the LME to suspend trading
- IssueNo consensus on priorities: everything, everywhere, all at once1 trends · 0 signals
- SignalOne in three leaders name short-termism as a barrier to fixing productivity stagnation
- SignalOnly 20% of 2025 wealth growth was real capital formation; drivers split by country
- IssueOrganizations lose clarity about what their core actually is as they grow1 trends · 1 signals
- SignalPFAS waste incineration costs $1,000-5,000 per tonne against about $50 for ordinary waste
- IssuePeanut buttering: spreading capital and talent evenly dilutes impact1 trends · 0 signals
- SignalPrivate companies now buy at public-company scale while staying private longer
- TrendReal estate and private debt recalibrate toward 25-year GDP ratios, helped by inflation5 signals
- TrendReturns on technology investment follow zones rather than a single optimum4 signals
- SignalScale-up and venture capital gaps push European start-ups abroad
- SignalSeven stated priorities cluster within 18 points, with the top five separated by 4
- TrendShift 6: concentration on the core displaces breadth as the growth strategy9 signals
- SignalSmaller organizations report 3.6x ROI, those with fewer cost pressures 2.6x
- TrendSpeed becomes the priority: finance strengthens scenario planning and agile governance6 signals
- SignalStablecoin infrastructure M&A rose roughly fourfold year over year in 2025
- TrendState capitalism with American characteristics5 signals
- SignalSupply-side erosion: a shrinking workforce, net capital outflow and falling world market shares
- IssueSwing factors, not daily indicators, mark the shift between pathways1 trends · 0 signals
- SignalTech budgets split 35 percent maintenance, 36 percent growth, 29 percent transformation
- SignalThe 2025 global picture was driven by the United States and China
- IssueThe 2026 strategy organises policy into four areas and fifteen tasks from AI transition to a sovereign wealth fund2 trends · 0 signals
- IssueThe CFO's remit widens while the growth environment stays complex1 trends · 1 signals
- SignalThe US corporate profit share of GDP doubled against its pre-2000 average
- SignalThe eurozone returns to secular stagnation with flat productivity and high saving
- IssueThe experience economy splits between premium spenders and low-cost emotional substitutes1 trends · 2 signals
- SignalThe six span GDP ranks 17th to 137th while Thailand, Myanmar, Brunei, and Timor-Leste are excluded
- SignalThree-quarters say their organization needs more resources to capture investment opportunities
- SignalTop 20 asset managers reach 47% of global assets under management
- SignalTravel experiences grew 4.4% from 2023 to 2025 while restaurants slowed to 1.2%
- TrendTrend 4: stablecoins move from crypto trading rails to corporate finance7 signals
- SignalUOB's 2022-2023 acquisitions are said to have doubled its retail base in four markets
- SignalUS Eases Funding Rules for Data Centers, Exempts AI-Backed Securities
- SignalUS equity, government debt, and deposits push wealth on paper to a multi-decade high
- SignalUS government takes equity in Intel and MP Materials with guaranteed prices
- SignalWalmart moved from monthly scenario runs to near-daily modeling
- TrendWealth growth shifts from real investment to paper gains6 signals
- IssueWindows of opportunity open and close faster than finance's planning cycle1 trends · 0 signals
4-10 years 20
- SignalAbout 80% of a typical company's growth comes from its core industry
- IssueAgenda 5: A full-cycle finance system for deep-tech innovation and growth1 trends · 1 signals
- SignalCertain strategic moves raise the odds of reaching the top performance quintile sixfold
- IssueDraghi's warning of an existential competitiveness challenge and three priority tasks3 trends · 3 signals
- TrendFinancial size and depth expand across the six growth markets3 signals
- IssueFinancing an additional 750 to 800 billion euros of investment a year1 trends · 1 signals
- TrendK-shaped growth: output and income increasingly polarise between large IT firms and the rest4 signals
- IssueLimited common EU funding and uneven national fiscal capacity constrain industrial policy1 trends · 0 signals
- SignalOnly one in six companies with a lagging core outgrew peers overall
- SignalOnly one in ten large businesses grew revenue in seven of the past ten years
- TrendRelative decline of the EU economy and a widening productivity gap with the United States3 signals
- IssueRising asset values pull capital toward repurchases rather than productive investment1 trends · 0 signals
- IssueShifting to productive finance and an industrial finance coordination system1 trends · 0 signals
- TrendThe balance sheet detaches further from the real economy, driven by the US and China4 signals
- IssueThe plan attributes Korea's weakening economic vitality to lagging innovation, demographic crisis, unfair markets and misallocated capital0 trends · 4 signals
- IssueThe plan targets a rebound to 3 percent potential growth through a '3+1' strategy of technology-led, shared and fair growth0 trends · 1 signals
- IssueTransition finance for low-carbon conversion of hard-to-abate industries1 trends · 1 signals
- TrendTrend 3: the next generation of large companies grows up outside public markets6 signals
- IssueWealth and asset management: concentration rises as margins thin1 trends · 0 signals
- SignalWorld Bank forecasts cited as offsetting the slowdown in developed markets
11-30 years 3
Other 6
- IssueAccounting for Innovation1 trends · 0 signals
- IssueAn elevated balance sheet unwinds through productivity, inflation, a reset, or not at all3 trends · 1 signals
- IssueHousehold deleveraging does not remove the risk if debt moves to other sectors1 trends · 0 signals
- IssueProlonged valuation gaps distort capital allocation and feed inequality before correcting1 trends · 1 signals
- IssueTobin's Q should converge to one, which the US ratio contradicts1 trends · 2 signals
- IssueTwo of the four scenarios imply structurally higher interest rates1 trends · 0 signals
Labor & Future of Work 43
0-3 years 28
- Signal28% use dynamic teams today while 59% call them important within three years
- Signal46% of global employers projected to make wellbeing foundational by 2027
- Signal48% are expanding cloud-native and DevOps practice and 57% are moving from projects to products
- Signal6% of UK businesses report recruitment difficulties in March 2025
- Signal67% expect advantage from speed and nimbleness against 28% from scale
- Signal82% say their best people belong where AI is not used
- Signal93% of IT leaders believe HR-IT integration would raise productivity and engagement
- SignalA European telecom moved from a 5% to a 30% productivity lift by redesigning the interaction
- SignalA biotech merged its technology and HR functions under one officer
- SignalA fintech that replaced 700 service roles with a chatbot is rehiring people to work alongside it
- TrendAI reengineers how technology organizations are structured, governed and led12 signals
- TrendAgents pay off only when operations are redesigned, not when agents are layered on12 signals
- SignalAmazon reported over 750,000 robots by 2024, about a third of its workforce
- SignalAn estimate that 38 to 45 percent of current construction jobs will be handled by AI by 2030
- SignalCEDEFOP forecasts negative EU27 employment growth for clerical, trades and manufacturing workers to 2035
- SignalDell runs a dozen agentic proofs of concept gated by a signed-off return on investment
- TrendFrom allocating talent to orchestrating capability and capacity in real time12 signals
- SignalHigh performers expect about half their tech team to be permanent human staff by 2027
- SignalIBM triples entry-level hiring and Qualcomm pairs AI tools with employee training
- SignalIndia/Southeast Asia Manufacturing Skills Shortage 2026 — From Skills Gaps to Growth
- SignalMcKinsey Health Institute links integrated wellbeing to 20-25% higher productivity
- SignalNon-regular workers at small firms earn 41.5 percent of the hourly wage of large-firm regular staff
- SignalOnly 1% of IT decision-makers report no major operating model change underway
- SignalPOSCO Nears First-Ever Strike as Korean Labor Board Ends Mediation
- SignalSenior AI researchers leave incumbents to found world model startups
- IssueTipping point 3: from static plans to dynamic orchestration2 trends · 0 signals
- TrendTrend 2: core back-office workflows move from assisted work to autonomous execution2 signals
- SignalUS public companies cut white-collar workforces by 3.5% over three years
4-10 years 13
- Signal3.8 million US manufacturing workers needed by 2033, half expected unfilled
- TrendCorporate functions are being deconstructed and reassembled around outcomes6 signals
- IssueFermentation-created value may not land where agricultural livelihoods are lost1 trends · 0 signals
- IssueIndustrial products: widening the pool rather than deepening the pipeline1 trends · 0 signals
- IssueOrganization as platform: structure ceases to be the primary axis of control1 trends · 0 signals
- IssueOwnership gives way to orchestration when intelligence is abundant1 trends · 0 signals
- IssueReskilling and transition support for displaced mid and low-skilled workers in Korea1 trends · 0 signals
- IssueRetail: talent polarises as shopping bifurcates1 trends · 0 signals
- SignalSales, machine operator, craft and farm occupations lose about 745,000 Korean jobs to 2033
- TrendServicisation of Korean employment with divergence inside services2 signals
- TrendSkill-biased restructuring: high-skill jobs grow while mid and low-skill manufacturing jobs decline in Korea2 signals
- TrendThe secondary sector keeps growing but raises its skill barrier to entry4 signals
- SignalWEF reports 41% of employers globally plan workforce reductions due to skills obsolescence by 2030
11-30 years 1
Other 1
- IssueAutomation crosses into physical service work once machines undercut wages1 trends · 0 signals
Trade & Economic Security 86
0-3 years 61
- Signal75% of chip buyers call narrow semiconductor vendor dependence a major challenge
- Signal82% of U.S. Manufacturers Reshoring; 25% of Global Trade to Relocate by 2026
- SignalAbout 40 percent of EU imports come from a few hard-to-replace suppliers
- TrendAsymmetric US, EU and China policies expose technology-intensive exporters to layered risks0 signals
- IssueAutomotive resilience is framed as diversified suppliers, codesigned chips and localized manufacturing1 trends · 0 signals
- SignalBank of Korea assumes US tariffs on Korean goods stay high, with new overcapacity and chip duties ahead
- SignalChina sanctions US subsidiaries of Hanwha Ocean and imposes special port fees
- SignalChina's export share surge and US tariffs squeeze Korean manufacturers
- SignalChina's rise as a manufacturing power cost US jobs and widened the 'red supply chain'
- TrendChinese circumvention exports routed through third countries including Korea increase2 signals
- SignalChinese goods exports up 40% since the housing crash while imports flatline
- SignalEU CBAM Expands to Auto Parts, Machinery, and Home Appliances - 180 Items to be Applied in 2028
- SignalEU Gives Final Approval to Implement U.S. Trade Agreement / EU Industrial Accelerator Act
- SignalEU import surveillance widens from trade diversion to structural overcapacity
- SignalEuropean Parliament votes to widen CBAM scope and close loopholes
- SignalExport controls widen and critical minerals become strategic assets as supply chains fragment
- SignalExports equal about 40 percent of Korean GDP
- SignalFact Sheet: President Donald J. Trump Bolsters National Security and Strengthens U.S. Supply Chains by Imposing Tariffs on Drones and Their Parts and Components
- SignalFirst Korea-Central Asia Summit opens in Seoul, to adopt Seoul Declaration
- IssueGlobal supply models are declared unable to guarantee resilience, cost stability or competitiveness1 trends · 2 signals
- SignalHallyu influence coefficients for 2024: food 17.4%, cosmetics 17.1% and tourism 13.9%
- SignalJapan and the EU link subsidies and regulation to pull in chip investment
- SignalKorea and the US settled tariffs at 15 percent with 350 billion dollars in investment commitments
- SignalKorea ranks fourth in US circumvention cases and logged 192 illegal rerouting cases in five years
- SignalKorea's exports hit a record 709.7 billion dollars in 2025 as chip exports jump 22 percent
- SignalKorea's exposure indicators point to structural geopolitical vulnerability
- IssueKorea: unpredictable US trade policy paths and Chinese price competition2 trends · 0 signals
- SignalKorean battery makers rely heavily on China for key materials
- IssueKorean vulnerability: External economic dependence0 trends · 1 signals
- SignalList of products from the United States subject to counter-tariffs effective September 8, 2026
- SignalMalaysia Seeks Deeper Tech Partnership With Korea Amid Surging Bilateral Trade
- SignalMalaysia Weighs Conditional Easing of Rare-Earth Export Moratorium
- SignalMinister LeBlanc in Washington again today as tariff deadline nears
- SignalModelled trade effects of the 2025 US-China tariff exchange on Korea
- IssuePreventing Chinese circumvention from becoming a Korea-US trade dispute2 trends · 2 signals
- TrendProduction bases are diversifying and supply chains are forming regional blocs6 signals
- TrendProtectionism and sanctions pressuring supply chains and living standards0 signals
- TrendRecord trade surplus without corresponding corporate earnings0 signals
- IssueRisk: US trade policy uncertainty persists after the IEEPA tariff ruling1 trends · 2 signals
- SignalSingapore 18.9%, Japan 15.3%, the US 9.8%, South Korea 7.5% lead cross-border deal counts
- SignalSouth Korea, Argentina Sign Critical Minerals MOU Covering Full Lithium Value Chain
- SignalSovereignty gaps are dated to become visible between 2025 and 2027
- IssueSupply-chain participation choice pressure on Korea from US and Chinese controls2 trends · 4 signals
- SignalThailand Implements New Business Registration Checks to Curb Nominee Arrangements
- SignalThe EU's goods trade deficit with China reached about 360 billion euros in 2025
- SignalThe Korea-EU FTA and digital agreements form the institutional base of bilateral economic ties
- SignalThomson Reuters Institute 2026 Global Trade Report: 72% of Trade Professionals Name US Tariffs Top Risk
- SignalTrade rose from 43% of UK GDP in 1970 to 70% in 2022
- SignalTrump 50% tariffs implemented on Canadian goods after trade negotiations suspended
- SignalTrump pauses 50% tariffs on Canadian goods for 3 days
- SignalTrump signs proclamation imposing Section 232 tariffs and minimum import prices on polysilicon
- SignalTrump threatens 50% tariff on Canadian autos and steel; Ontario threatens to cut power, minerals
- SignalU.S.-ASEAN Trade & Tariff Developments
- SignalUS Commerce Dept proposes Section 232 tariffs on 14 more metal derivative products
- SignalUS Court Says Trump Can Halt Tariff Exemption for Low-Cost Goods
- SignalUS Implements 50% Tariffs on Canada; Canada's Retaliatory Tariffs Take Effect September 8
- IssueUS Section 301, EU steel quotas and the EU Industrial Accelerator Act raise trade barriers for Korean industry2 trends · 0 signals
- SignalUS imposes 40 percent tariffs and penalties on transshipment
- SignalUS reciprocal tariffs entrench protectionism as consumer-goods production shifts from China to India, Vietnam and Mexico
- SignalUS share of Chinese exports fell from 19 to 15 percent as Beijing diversified
- SignalWhy Chinese exports to Europe are rising: weak demand at home, limited trade diversion and coinciding import gains and output losses
4-10 years 23
- IssueA Korea-Central Asia partnership built around six synergy sectors0 trends · 1 signals
- TrendA Turnberry trade system beyond the WTO reshapes Northeast Asian production networks2 signals
- IssueA multi-level Korean strategy toward EU institutions and individual member states0 trends · 0 signals
- IssueChoosing sectors: frontier technology and Arctic logistics with Russia, critical minerals and education with Central Asia0 trends · 1 signals
- TrendCross-border M&A binds the six to Asia's advanced economies and the United States4 signals
- TrendEU China policy shifts from engagement to de-risking3 signals
- IssueEU de-risking raises Korea's strategic value as a supply-chain partner2 trends · 0 signals
- TrendEconomic security drives reconfiguration of strategic supply chains, including clean energy11 signals
- TrendFrom efficiency and open trade to economic security; scarcity broadens1 signals
- SignalKISDI forecasts Korean ICT exports to grow 7.5 percent in 2026 and 1.6 percent a year to 2030
- IssueLimits of trade defence against Chinese overcapacity and the need to rebuild European capacity2 trends · 3 signals
- IssueLinking industrial policy with overseas investment and trade to rebuild secure supply chains1 trends · 1 signals
- IssuePolicy task 1: diversify export markets and products away from US dependence0 trends · 0 signals
- IssuePolicy task 2: strengthen the upstream supply chain from an economic security perspective1 trends · 0 signals
- IssueRecasting the North from an export market into an economic-security and supply-chain partner1 trends · 0 signals
- IssueRepositioning Korea's cooperation with emerging connecting countries1 trends · 1 signals
- IssueRerouting through third countries may raise indirect imports from China rather than cut them1 trends · 1 signals
- SignalS&P Global: ports reinvent themselves as 'circular economy hubs'
- IssueTariffs, export controls and rules of origin become decisive for Korean ICT firms4 trends · 1 signals
- TrendThe EU uses free trade agreements to diversify markets and suppliers0 signals
- TrendUS and Chinese extraterritorial controls push third countries to take sides5 signals
- IssueWatch point: reconfiguration slides into protectionism that buys resilience with inflation1 trends · 0 signals
- IssueWatch point: trade shifts stabilize or destabilize geopolitics depending on connectedness1 trends · 0 signals
11-30 years 2
- TrendMegatrend 3: Decline and reordering of the free-trade system7 signals
- IssueRestructuring of the international division of labour0 trends · 1 signals
Climate Change & Adaptation 12
- SignalChina releases 15th Five-Year Plan national climate action plan with first-ever non-CO2 GHG target
- TrendGreat Acceleration of human pressure continuing0 signals
- SignalKorea's emissions trading scheme enters its fourth phase in 2026 with carbon prices too low to drive abatement
- SignalLush claims 14,000 tonnes of plastic and 180 million bottles avoided since 2005
- TrendMegatrend 4: Climate and ecological tipping points1 signals
- SignalOver 1,400 corporates had net-zero targets by mid-2025, and 65% are forecast to use agentic ESG software by 2030
- IssueRecalibrating carbon pricing to reconcile climate action with industrial competitiveness1 trends · 1 signals
- IssueSea level rise and overheating data centres disrupting ports and services1 trends · 0 signals
- SignalSea level rise of 3.4 millimetres a year cited for Greek exposure
- SignalThe circular economy market is put at $465bn in 2024 growing to $794bn by 2029
- TrendThe climate crisis threatens the whole economy and society while carbon-neutrality momentum weakens0 signals
- IssueThe plan commits to responsible delivery of the 2030 emissions target and a roadmap beyond 20301 trends · 0 signals
Resources, Food & Water 42
0-3 years 24
- Signal1.3 billion livelihoods depend on livestock; 40% of agricultural value
- Signal87% of US agriculture businesses used AI in some form in 2021
- SignalAmmonia underpins about 90 percent of European farm output; its production uses 2 percent of primary energy
- SignalClaims move from 'better for you' to named outcomes in energy, sleep, mood, gut, metabolism
- SignalConsumers plan more fresh produce and supplements, less processed food and alcohol
- SignalCritical mineral demand grew strongly in 2024 as clean and advanced technologies spread
- SignalFonterra has invested in Vivici, which claims 87% less water than cattle-derived whey protein
- SignalFruit-waste biopolymers that multiply produce shelf life in pilots
- SignalGLP-1 adoption pushes demand towards smaller portions and higher-protein formats
- TrendGlobal agricultural supply failures causing food shortages0 signals
- SignalGrand Rapids has destroyed landfill PFAS since 2023 and Daikin processed 170,000 gallons in a field trial
- SignalIncredo's CEO says taste, texture, and mouth feel decide whether reformulation survives
- SignalKerry Group's CMO frames the next wave as timing protein intake through the day
- SignalKorea sources most of its rare earth metal imports from China
- IssueKorean vulnerability: Critical-mineral dependence0 trends · 1 signals
- SignalNomad Foods cites ice cream as an indulgence occasion that resists sugar reduction
- SignalOver 80% of Pakistani agriculture depends on Indian-controlled headwaters
- IssueProducts sold as natural, clean or plant-based can themselves be ultra-processed1 trends · 0 signals
- SignalRegenerative Organic Certified becomes a verification marker for nutritional quality claims
- SignalSoil pollution said to cost the UK 1.2 billion pounds a year
- SignalUK potato farmers spend 55 million pounds a year on blight
- TrendUltra-processed food backlash pushes scrutiny from ingredients to production methods2 signals
- SignalVirus yellows cut up to 25% of the UK sugar beet yield in 2020
- SignalVitamins, minerals, and supplements were the leading health purchase of the past year
4-10 years 11
- IssueAgenda 4: Strengthening full-cycle R&D innovation to secure rare minerals2 trends · 1 signals
- IssueAgriculture 5.0 as a human-centred successor to data-optimised farming1 trends · 0 signals
- SignalAlternative protein production expected to reach TRL 8 to 9 with unit costs falling 70 to 90 percent
- SignalBamboo Industry Becomes China's Institutionalized Plastic Substitute, Reaching $7.75 Billion in 2025
- SignalClarion-Clipperton nodules hold more critical metals than terrestrial reserves
- SignalCritical Metals Corp Advances to Final Round of Kenya Government Tender for the Mrima Hill Rare Earth and Niobium Project
- SignalEU Plant-Based Coalition Launches €3 Billion Food Innovation Agenda 2026–2035
- TrendFunctional foods are adopted as a pre-emptive tool for extending healthspan2 signals
- IssueMeeting the 2030 strategic autonomy benchmarks for critical raw materials and net-zero manufacturing2 trends · 1 signals
- SignalResource demand up tenfold in the 20th century and projected to double by 2030
- TrendTechnology 5: microbes given transferred genes produce target molecules in fermentation tanks2 signals
11-30 years 4
- IssueDepletion of finite minerals, metals and fossil fuels1 trends · 2 signals
- IssueEnvironmental and resource security through the circular economy0 trends · 1 signals
- SignalGlobal municipal waste projected to rise from 2.1 billion tonnes in 2023 to 3.8 billion tonnes by 2050
- TrendMegatrend 2: resource scarcity5 signals
Other 3
- IssueA UK circular economy easing pressure on primary supply1 trends · 0 signals
- SignalGlobal primary material use to nearly double between 2017 and 2060
- IssueUntreatable livestock diseases hitting farming and aquaculture1 trends · 0 signals
Ecosystems & Biodiversity 12
- Signal98 per cent of the biodiversity impact of Finnish consumption occurs outside Finland
- SignalAlgae coatings as a replacement for synthetic textile dyes
- TrendBiodiversity decline undermining ecosystems, economy and wellbeing11 signals
- SignalEach nodule mining operation could disturb over 200 square kilometres
- TrendEvolving Ecosystems3 signals
- TrendHuman reach extending across the global seafloor2 signals
- IssueIrreversible loss to people, infrastructure, economies and ecosystems1 trends · 0 signals
- SignalNature investment estimated at $10 trillion of business value and 395 million jobs
- SignalOver 350,000 chemicals and mixtures registered worldwide
- SignalOver 45,000 sites disturbed by mining
- SignalPlastic flows into air, land and water projected to grow over 120% by 2040
- SignalUK consumption linked to 30,656 hectares of tropical deforestation in 2021
Geopolitics & Security 33
0-3 years 25
- Signal72% of leaders say geopolitical uncertainty is affecting their organizations
- SignalAmong the less affected, a third credit a diversified footprint
- SignalChina sustains a rapid military buildup aimed at great-power status by 2049
- SignalDARPA launches Next Generation Hypersonic Cruise Missile program with high-rate production requirements
- SignalEuropean Commission Approves €6.1 Billion Defense Package for Ukraine
- SignalEvery hyperscale data centre in Denmark is foreign-owned, prompting a domestic build
- SignalGeopolitics Reshaping Semiconductor Supply Chain Risk in 2026 / US-China Chip War
- SignalIsrael and Honduras deepen defense ties with new memorandum of understanding
- SignalLeaders in Saudi Arabia and Japan report the least geopolitical impact
- IssueMiddle East war raises costs and squeezes margins across Korea's key industries in the second half1 trends · 0 signals
- SignalOrganizational rigidity (38%) is the top barrier to managing global fragility
- SignalOrganizations with wider geographic spread report higher geopolitical exposure
- SignalPandemic, war and chip-shortage shocks cascaded across education, poverty, energy, food and industry
- SignalPentagon "AI-First" Military — $54.6B DAWG Request, Anthropic "Supply Chain Risk" Designation
- SignalPentagon's Strategic Capabilities Office discloses next-generation hypersonic weapons family
- SignalReArm Europe programme for an integrated European defence industry
- SignalReArm Europe tools: a defence escape clause and 150 billion euros of SAFE loans
- TrendResource competition opening routes for organised crime0 signals
- TrendShift 4: geopolitical fragmentation reshapes value chains and organizational design17 signals
- SignalTSMC Semiconductor Supply Chain Under Strait of Hormuz Blockade Risk
- SignalThe US CHIPS and Science Act is cited at roughly $52.7bn for manufacturing and research
- TrendTrend 12: defence AI companies shift from research to mass production4 signals
- SignalUkraine launches one of its largest drone attacks on Moscow Oblast, damaging Wildberries warehouse
- SignalUkraine produces over 4.5 million drones in 2025 as UAVs drive most casualties
- SignalUkrainian Drone Strikes Halt Over 90% of Russia's Black Sea Grain Export Capacity
4-10 years 6
- IssueBalancing an EU defence-industrial preference with NATO partnership and US role-sharing1 trends · 1 signals
- IssueDefence AI companies are expected to move into space systems next1 trends · 0 signals
- IssueDefence reform and game-changing future warfare capabilities for the Northeast Asian security environment1 trends · 0 signals
- TrendEurope takes on greater defence responsibility within NATO5 signals
- IssueMeeting NATO's 5 percent Hague pledge and its fiscal and growth trade-offs1 trends · 2 signals
- IssueTaiwan Strait contingency questions and Korea's stance1 trends · 1 signals
11-30 years 2
Democracy & Governance 19
0-3 years 12
- Signal32 percent report too many disconnected AI projects with little shared governance
- Signal42% say GBS transformation needs a clear vision, mandate, and governance structure
- Signal67 percent say ineffective forecasting hampers response to market and technology shocks
- Signal78 percent still evaluate emerging technology through established processes
- SignalCross-functional processes consume 40 to 65 percent of managerial time without clear ownership
- SignalKorea ranks 20th of 38 on OECD product market regulation and scores poorly on network entry
- SignalMinnesota Governor Walz Signs Executive Order to Block Copper Mining Near Boundary Waters
- IssueOrganizational rigidity, not external shocks, limits geopolitical response speed1 trends · 4 signals
- SignalRigidity is cited by 46% of large-organization leaders against 34% at smaller ones
- SignalSimplifying governance can free 20 to 60 percent of management time
- IssueStructural redesign without workflow redesign produces a cost rebound1 trends · 0 signals
- IssueTechnology decisions move to municipal, hospital and regional actors3 trends · 1 signals
4-10 years 5
- IssueCutting the production and proliferation of novel entities1 trends · 3 signals
- IssueInstitutional framework is the systematic weak point of the six growth markets1 trends · 7 signals
- IssueLack of focus, dispersed spending and weak coordination as root causes of EU underperformance1 trends · 1 signals
- IssueOverhauling the national R&D system toward mission-oriented, basic and regional research0 trends · 1 signals
- IssuePlacement principles for matching relocated agencies to hub-city strengths0 trends · 1 signals
Other 2
- IssueFrom Public 'Good' to 'Great'1 trends · 0 signals
- IssueScenario branching and robust strategy0 trends · 0 signals
Tech·Digital Policy 39
0-3 years 22
- Signal52% would switch retailers for better data-protection policies
- IssueAutomated compliance and document processing turn a cost centre into a claimed advantage1 trends · 0 signals
- SignalCSRD, CSDDD and ISSB are named as the instruments pushing reporting toward evidence-based reduction
- SignalCommission adopts binding DMA requirements ordering Google to open Android to rival AI assistants
- SignalConsumers trust pharmacies with health data more than supermarkets or product companies
- SignalDMCC Act 2024 gives the CMA new digital market powers
- SignalDOJ investigates Nvidia-Groq licensing deal over antitrust bypass
- IssueData regulation and geopolitical risk now shape where shared services can operate1 trends · 0 signals
- SignalEverest Group is cited for 90% of enterprises adopting agent governance frameworks within 18 months
- SignalFrance requires two-month shelf notices on downsized products
- IssueFunctional food claims outrun the regulatory categories meant to keep messaging evidence-based1 trends · 0 signals
- IssueIndustry-specific data and trust frameworks for vertical AI in Korea1 trends · 0 signals
- SignalKorea spends 5.13 percent of GDP on R&D with about 840,000 R&D personnel
- IssueKorea's low-power chip and on-device AI industry strategy1 trends · 0 signals
- SignalKorea's regulatory sandbox has exempted over 2,000 new businesses since 2018 but remains a deferral tool
- IssuePartner governance and ethics become a barrier to technology collaboration1 trends · 3 signals
- IssuePermission, not capability, is the binding constraint on guided health retail2 trends · 2 signals
- SignalPharmacies lead health-data trust at 36%, ahead of insurers 30% and fitness 27%
- IssueRobots leaving controlled sites face overlapping and contradictory jurisdictional rules1 trends · 0 signals
- SignalSwitzerland pairs a 2022 data science strategy with sector-specific rules instead of one AI law
- SignalThe EU Circular Economy Act enters into force in 2026
- SignalUnsealed Google ad tech antitrust remedies detail behavioral fixes, no forced breakup
4-10 years 12
- TrendA few global technology firms dominating markets and concentrating risk6 signals
- SignalChina's 15th Five-Year Plan puts science and technology self-reliance among seven national goals
- IssueCumulative EU compliance costs for Korean firms and their suppliers1 trends · 0 signals
- SignalEU, Japan, South Korea and several African states move on polymers and single-use plastics
- SignalJapan's seventh basic plan targets 60 trillion yen of public R&D and backs regional research universities
- SignalMaharashtra announces AI Policy 2026 to boost industry, governance and public services
- IssueMarket concentration and lock-in in AI2 trends · 0 signals
- IssueMobilizing private R&D and linking ministries to turn Korea's large R&D inputs into results0 trends · 2 signals
- IssueNo international rules on liability when autonomous factory AI fails1 trends · 0 signals
- IssueRegulatory reform paced to AI and digital technological change1 trends · 0 signals
- IssueReliable destruction could weaken the case for restricting PFAS at source1 trends · 1 signals
- IssueStrategy 1: rebuild a field-centred innovation system with stable R&D and future talent1 trends · 1 signals
11-30 years 1
- IssueThe rise of technofeudalism under dominant big-tech platforms0 trends · 0 signals
Other 4
- IssueAdaptive Patent1 trends · 0 signals
- IssueDecentralised production of fake medicines and synthetic opioids1 trends · 0 signals
- IssuePolicy fragmentation reinforcing technology giants1 trends · 0 signals
- IssueScenario: standardized AI trust scores decide procurement1 trends · 0 signals
Demographics & Migration 2
Cities & Housing 17
0-3 years 5
- SignalCapital-region concentration persists after two decades of dispersal policy, with the non-capital value added share down to 48 percent
- TrendHousing is being built as a point of care rather than a place near care2 signals
- SignalKey point cites metro, port and airport investment in Central Macedonia
- SignalLifestyle and sensory tools draw 48% interest; devices and smart environments 55%
- SignalUS landlords leased more space to service tenants than to retailers in 2025
4-10 years 9
- TrendA triple burden of capital-region concentration, regional industrial crisis and rapid demographic change2 signals
- IssueBuilding codes rewritten for the climate a building will actually face1 trends · 0 signals
- TrendDigital infrastructure, energy transition and the Arctic route as new growth windows for the regions0 signals
- IssueFive poles and three special zones: super-regional mega-regions with integrated transport1 trends · 0 signals
- IssueInfrastructure: productivity measured over the asset lifecycle1 trends · 0 signals
- IssueReigniting regional innovation through large, autonomous R&D in the 5 poles and 3 special zones0 trends · 1 signals
- IssueReviving local commercial districts shrunk by population decline1 trends · 0 signals
- IssueThe plan proposes a '5 poles and 3 special regions' multi-core national structure backed by decentralisation2 trends · 1 signals
- IssueUsing the whole playground: agile cross-regional value chains for advanced S&T1 trends · 1 signals
11-30 years 3
- IssueCollapse of local infrastructure outside the capital region0 trends · 0 signals
- IssueTrade-off between urban agglomeration gains and rural hollowing out1 trends · 1 signals
- TrendTrend I: Restructuring of national territory and space0 signals
Welfare & Health 7
- IssueAI widens gaps between large and small firms and between rich and poor countries, including inside the EU1 trends · 1 signals
- IssueClimate-driven relocation of food production weakening traceability1 trends · 0 signals
- SignalDr. Max's Romanian CFO calls the pharmacist the key differentiator across all channels
- SignalHealth benefits and clean ingredients hold near two-thirds across food and care
- SignalMetro Pharmacy describes moving from dispensing medication to a community health hub
- SignalPlatforms administering the arrangement scaled quickly after the 2019 US rule
- SignalUnattended home sleep tests among Medicare beneficiaries grew 632.6 percent in a decade
Education & Generations 1
AI & Computing 171
0-3 years 119
- Signal11 percent of organizations report fully scaled technology, 79 percent in the top three stages
- Signal15% use organizational digital twins today; 49% expect them to matter within three years
- Signal50 percent expect top-stage maturity by end 2026 against 11 percent today
- Signal56 percent say their tech plans go out of date quickly against 16 percent of high performers
- Signal57% of technology firms self-assess as AI leaders or fast followers
- Signal61% have met AI post-purchase follow-ups and 54% are satisfied
- Signal62 percent expect to gain one maturity level in 2026 and 17 percent at least two
- Signal68 percent expect to reach the highest level of AI adoption by end 2026
- Signal73% say they have used a chatbot for queries, but only 57% are satisfied
- Signal78 percent aim to be scaling or fully scaled in advanced simulation and digital twin by 2026
- Signal78% of organisations use AI in at least one function
- SignalA gaming platform's video archive becomes a training asset worth rejecting a 500 million dollar offer
- SignalA global OEM simulates over-the-air releases against a software twin before shipping them
- SignalAI Productivity Paradox & Enterprise Adoption Backlash 2026
- SignalAI agents acting independently at 25% of organisations, 70% expected by end-2026
- TrendAI data-centre investment is structurally shifting memory demand and supply toward high-value chips2 signals
- IssueAI effort stays trapped in fragmented use cases rather than enterprise rewiring1 trends · 1 signals
- SignalAI takes a third of digital budgets while returns stay unproven
- IssueAI-centred technological reinvention and a full overhaul of industrial structure3 trends · 0 signals
- SignalAMD to Acquire AI Chip Startup Taalas to Etch Models Into Silicon
- SignalASEAN AI Summit September 2026 Cebu; 45–50 Unicorns; Localised AI Leapfrogging
- SignalAbout 10% of US firms use AI to produce goods and services
- SignalAdoption stages put cyber AI furthest along and AI agents least deployed
- SignalAffective computing is put at $88.6bn in 2024 growing to $347bn by 2029
- SignalAgentic AI Enterprise Adoption 2026: 72% Production Proven
- TrendAgentic AI becomes the operational frontier organizations are moving on1 signals
- SignalAgentic AI believers twice as likely to see volatility as opportunity
- SignalAgentic AI in the Enterprise: Adoption Rates vs. Reality Gap
- SignalAlgar Telecom's AI agent reviewed 25% of first invoices and captured USD 1.5 million in nine months
- SignalAlibaba Unveils Qwen3.8-Max, Its Largest and Most Capable Flagship Model to Date
- SignalAmazon reports 250M Rufus users, +140% monthly users, and 60% higher conversion
- SignalAn agentic AI platform reported in use at 60% of the Fortune 500
- SignalAnthropic launches Claude Sonnet 5 as default model for all Free/Pro users
- TrendBeyond general-purpose limits toward specialisation: the spread of vertical AI1 signals
- SignalCES 2026 puts embodied AI and autonomous manufacturing in the spotlight
- SignalChina enters the global innovation top 10 for the first time (2025)
- SignalCustom AI Accelerators (ASICs) Outpace GPUs — Hyperscalers Pursue In-House Silicon at Scale
- SignalDeepSeek Launches V4-Pro and Raises API Prices by as Much as 1,100%
- SignalEarly warning 4: Qualitative R&D productivity
- SignalEnterprise AI Adoption: 79% Face Challenges, 54% Say AI Is Tearing Company Apart
- TrendEnterprise SSD shortages and AI devices are driving a premium upswing in Korean ICT equipment1 signals
- SignalErnst & Young survey puts London and Berlin among the top ten technology hotspots
- SignalEurope holds only 4 of the world's 50 largest tech firms and a small share of cloud, AI and quantum
- SignalFour converging capabilities are named as the precondition for mainstream physical AI
- SignalGartner Predicts Over 40% of Agentic AI Projects Will Be Canceled by End of 2027
- SignalGartner expects 40 percent of enterprise applications to integrate task-specific AI agents by end of 2026
- SignalGartner expects over 40% of agentic AI projects to fail by 2027 on legacy constraints
- SignalGartner is cited for 40% of enterprise apps carrying task-specific agents by 2026, from under 5%
- SignalGartner is cited for agentic AI resolving 80% of common service issues by 2029
- SignalGartner projects 15% of daily work decisions and 33% of enterprise software agentic by 2028
- SignalGlobal Semiconductor Market to Surge Past the Trillion-Dollar Threshold, AI Infrastructure Drives Growth
- SignalGoogle adds conversational AI Mode and agentic checkout to Search
- SignalGraybar reports working-capital benefits from a technology-enabled transformation
- SignalHumanoid robot Tiangong Ultra breaks human 400m world record at Beijing World Humanoid Robot Games
- SignalIBM and Moderna ran the largest quantum protein folding simulation to date in 2025
- SignalIndustry produced 51 notable machine learning models in 2023 against 15 from academia
- TrendInnovation compounds: technology gains multiply rather than add0 signals
- IssueKorea needs linked AI policy that connects development, adoption and diffusion with feedback1 trends · 2 signals
- SignalKorea ranks second in R&D intensity but lags in the quality and commercialisation of results
- SignalKorea rolls out AI adoption and diffusion measures across the public sector, manufacturing and education
- SignalKorea's 'AI top three' national strategy and sovereign foundation-model programme in 2025
- SignalKorea's 'San Francisco AI Declaration' anchors a cluster of major AI chip supply-chain deals
- SignalKorea's AI technology and ecosystem gap with the United States and China is widening
- IssueKorea's plan for a public-private National AI Computing Center with 50,000-plus GPUs1 trends · 0 signals
- IssueKorea: AI investment is both the engine of resilience and a source of structural vulnerability2 trends · 0 signals
- SignalKorean firms hold dominant memory and HBM shares
- IssueKorean strength: AI infrastructure linchpin0 trends · 0 signals
- IssueKorean strength: R&D and human capital0 trends · 0 signals
- SignalLarge technology incumbents are hiring and publishing in world models
- SignalMicrosoft launches Microsoft Frontier Company with $2.5B investment
- SignalNEURA Robotics and Auterion are named for multirobot operations under human supervision
- SignalNVIDIA holds over 80 percent of the global GPU market as custom AI chips emerge
- SignalNVIDIA's Cosmos, launched 2025, was trained on 20 million hours of physical-world data
- IssueNarrower agents buy accuracy at the price of coordination complexity1 trends · 0 signals
- SignalNearly half of organizations name data searchability and reusability as agentic blockers
- TrendOn-device AI opens an era of hyper-personalisation3 signals
- SignalOnly 11% of organizations run agents in production while 35% have no agentic strategy
- SignalOnly about 40% of agentic AI initiatives judged successful on objective metrics
- SignalOrchestration software segments are projected to grow 19-24% a year to 2029
- SignalOver four in five credit agentic AI with faster decisions and resource reallocation
- SignalOver half of tracked AI agent companies are rated ready to distribute to customers
- SignalPampers claims 90% accuracy for AI diaper sizing
- TrendPersonalization becomes the default value-creation move across the journey3 signals
- TrendPhysical AI moves from digital space into industrial sites4 signals
- SignalPublisher reports a 1,445 percent rise in its own client inquiries about multiagent systems
- IssueQuantum advantage defined against any classical method1 trends · 0 signals
- TrendQuantum advantage will demand strength in numbers5 signals
- SignalQuantum-ready organisations three times as likely to belong to multiple ecosystems
- SignalRecipeNet: A Hierarchical Transformer for Recipe Data
- SignalReflection AI begins $6.3B compute lease at SpaceX Colossus 2 (Memphis)
- SignalRegions draft their own S&T innovation plans around advanced technologies
- SignalReport forecasts 60 percent of multiagent systems supporting multivendor interoperability by 2028
- SignalReport forecasts 70 percent of multiagent systems using narrowly specialized agents by 2027
- SignalReport forecasts more than 60 percent of enterprise generative models being domain specific by 2028
- IssueS-curves are compressing and the gap between leaders and laggards widens exponentially1 trends · 0 signals
- SignalSK Hynix and Sandisk Unveil First High Bandwidth Flash (HBF) Standard at FMS 2026
- SignalSamsung Unveils V10 BV-NAND and zHBM Memory Architectures at FMS 2026
- TrendShift 1: AI adoption moves from piecemeal pilots to a double transformation16 signals
- TrendShift 2: work is redesigned around human-agent collaboration rather than agent insertion14 signals
- SignalShopify, Amazon, and Walmart begin aligning on standards for AI-enabled transactions
- SignalSignal 2: synthetic data is projected to reach 80% of AI training input by 2028
- SignalSignal 4: generative AI-capable smartphone sales grew about 364% in 2024 to 234.2 million units
- SignalSignal 5: a US$265.4 billion wearable market projection sits beside a record of failed devices
- SignalSkild AI Launches S1 Robot Foundation Model with One-Shot Video Learning
- SignalSmartphone makers ship on-device AI chips and features
- SignalSouth Korea, AMD sign MOU for AI Center of Excellence
- TrendTechnology strategies expire before implementation as the landscape keeps moving7 signals
- IssueThe 2026 watch point: brands stop being discovered and start being chosen by AI2 trends · 2 signals
- TrendThe AI problem moves from enabling experimentation to scaling it9 signals
- IssueThe accuracy and compliance advantage is asserted without measurement1 trends · 0 signals
- IssueThe binding constraint is moving from pilots to AI embedded in everyday finance operations1 trends · 1 signals
- IssueTheme 2 The Synthesist: whether diverse technologies can be orchestrated into one ecosystem3 trends · 1 signals
- TrendTrend 1: measuring the return on AI agents becomes a moving target4 signals
- TrendTrend 1: social media and generative AI combine into a new path to purchase4 signals
- TrendTrend 4: work is split across collaborating specialized agents2 signals
- TrendTrend 5: models trained for one industry or function displace general purpose models2 signals
- SignalUS and China lead in different critical technologies
- SignalUniversal Thermodynamic Interatomic Potentials for Crystalline Materials
- SignalWhose readiness counts? Disagreement within and between sectors in perceived AI and robotics preparedness
4-10 years 47
- IssueA deployment discipline benchmarked on real-world rather than simulated performance1 trends · 0 signals
- SignalAI agent market projected to grow from 7.6 billion dollars in 2025 to 139.1 billion in 2033
- SignalAI and big-data-as-a-service markets projected to grow roughly 28 to 39 percent a year
- TrendAI and digital transformation sustain stable growth across Korean software, security and games1 signals
- TrendAI becomes a general-purpose technology and a national strategic asset amid global hegemony competition0 signals
- TrendAI competition enters a second round centered on physical AI in factories4 signals
- SignalAI data centre market projected to grow 28.3 percent a year globally and 36.5 percent in Korea to 2030
- TrendAI hegemony race turns AI infrastructure and industrial ecosystems into interstate strategic competition5 signals
- IssueAI infrastructure shortfalls in power, sites, data and talent could slow Korea's ICT growth1 trends · 0 signals
- TrendAI moves beyond ubiquity toward agentic collaboration and physical AI2 signals
- TrendAI moves from back-office enabler to front-line purchase advisor1 signals
- IssueAgent output becomes a training asset that most organizations do not yet use1 trends · 0 signals
- SignalChina and India cast as engines of innovation, investment and wealth creation
- TrendCloud providers, chipmakers and generative AI firms race to build AI data centres4 signals
- TrendDigital assistants become a distinct engagement channel, not a support utility7 signals
- TrendDigital transformation driving ICT and STEM employment in Korea3 signals
- TrendEU lag in digital technology and a static industrial structure2 signals
- TrendEarly AI adoption with limited profit impact so far3 signals
- TrendFrontier AI research has shifted from academia to industry3 signals
- TrendFrontier technologies accelerate innovation and become the core of national technology rivalry1 signals
- TrendGenerative AI and AI agents move from pilots to deployment, lifting cloud infrastructure0 signals
- SignalGenerative AI smartphones projected to rise from about a third of shipments in 2025 to 74 percent in 2029
- SignalHorizon 2 targets: agents on 80% of routine decisions, 50-70% faster time-to-market
- IssueHorizon 3: full superfluidity, still theoretical1 trends · 0 signals
- SignalIBM Commits More Than $10 Billion to Quantum Computing
- SignalIBM Commits Over $10 Billion to Quantum Computing Over Five Years
- IssueIntegrated AI and energy strategy to anchor advanced industries in Korea2 trends · 0 signals
- IssueIrreversible physical actions raise reliability and fail-safe demands for factory AI2 trends · 0 signals
- TrendKorea is falling behind in the AI and green industrial transitions2 signals
- IssueNational AI highway infrastructure, sector-wide AI transformation and next-generation AI chips1 trends · 0 signals
- SignalOn-device AI market projected to grow about 28 percent a year
- TrendPhysics simulators and synthetic data become the main route to training physical AI1 signals
- IssuePolicy task 5: concentrate R&D on strategic technologies and build a trusted data environment1 trends · 0 signals
- SignalQuantifying AI impact in energy transitions: The Energy Justice Impact Assessment (EJIA) framework
- SignalReport forecasts custom applications rising from 2 percent in 2025 to 40 percent of portfolios by 2030
- TrendSmartphone competition reorganises around AI agents and AI-based interfaces1 signals
- SignalSouth Korea Unveils $6.5B Strategy to Boost AI, Semiconductor and Strategic Technologies
- IssueStrategy 2: use the AI transition as a golden time with full-stack AI and nationwide adoption3 trends · 1 signals
- TrendTechnology convergence, intensifying global competition and the push for technological sovereignty0 signals
- TrendThe Netherlands as a fast-growing quantum and life-sciences ecosystem1 signals
- IssueThe gap between vendor promises and executive accountability1 trends · 0 signals
- IssueThe plan targets top-three AI power status with an 'AI highway' of more than 50,000 GPUs1 trends · 1 signals
- TrendTrend 13: world models let AI learn physics and predict what happens next4 signals
- TrendTrend 1: software is written on platforms where generative models do the building2 signals
- IssueTurning Korea's full-stack AI assets into leadership in physical AI0 trends · 1 signals
- TrendUS-China technology rivalry reshapes the global technology order into blocs4 signals
- IssueWorld models enter commercialisation while most laboratories remain in research1 trends · 1 signals
11-30 years 1
Other 4
- IssueAI animal health tools favouring large farms over smallholders1 trends · 0 signals
- IssueFresh Threads1 trends · 0 signals
- IssueQuantum arrival timing is unknown while its advance continues1 trends · 1 signals
- TrendTechnology 8: molecular behaviour modelled directly instead of approximated4 signals
Bio & Health Tech 26
0-3 years 13
- SignalA trillion-dollar drugmaker builds a discovery supercomputer with a chip vendor
- SignalAI agents in early drug discovery raised wet lab capacity 21 to 30 percent at one company
- TrendAgeing and chronic disease sustain steady demand growth for Korean biohealth0 signals
- SignalBrainwave readings used to close a car sale
- SignalGLP-1-linked muscle loss spawns products such as weighted vests designed for women
- SignalGlobal biotechnology market valued at 1.55 trillion dollars in 2023
- SignalNeurotechnology market nearing 20 billion dollars in 2026, growing 14 percent a year
- TrendNon-hallucinogenic neuroplastogens shift the field from the trip to the underlying biology2 signals
- SignalNovo Nordisk partners with Anthropic to test 'Claude Science' in drug R&D workflows
- TrendPharma: payers demand real-world value while regulators tighten scrutiny of AI and data integrity2 signals
- TrendSleep diagnosis migrates from clinical labs to home testing and telemedicine3 signals
- TrendSustainable biomanufacturing from agricultural waste0 signals
- IssueTestosterone moves from medical treatment to lifestyle optimization without a boundary1 trends · 0 signals
4-10 years 10
- SignalAI expected to cut vaccine development from ten years to under one and create a 10 to 30 trillion won market by 2030
- IssueAgenda 3: Accelerating green and white bio-industry innovation through synthetic biology2 trends · 0 signals
- TrendAnimal-alternative testing platforms: organoids, organ chips and medical twins1 signals
- TrendCRISPR making biology programmable across agriculture, health and industry4 signals
- TrendClimate regulation drives demand for biorefinery conversion and new green-bio niches0 signals
- TrendEngineering biology takes off as AI enters biomanufacturing and gene editing advances2 signals
- SignalHuman augmentation market projected at $1.39 trillion by 2034
- IssueLife sciences: from conglomerate to orchestrated Bioweave1 trends · 0 signals
- TrendTrend 7: pharmaceutical R&D shifts from manual experimentation to AI-guided discovery3 signals
- TrendUniversal vaccine platforms for rapid response to emerging infectious diseases1 signals
11-30 years 1
- IssueRadical longevity innovation and the pursuit of healthspan0 trends · 0 signals
Other 2
- IssueDesigner Cells1 trends · 0 signals
- IssueOrgan Printing1 trends · 0 signals
Energy & Climate Tech 45
0-3 years 23
- SignalCOF-999 captures CO2 faster and at lower temperature than incumbent sorbents
- SignalCarbon border rules, RE100 demands and cluster power needs expose Korea's energy transition gap
- SignalChina installed more solar panels in 2024 than Europe and the US combined
- SignalChina produced 65 per cent of the world's new solar and wind power in 2024
- SignalCoatings raise power line capacity about 30% and cut surface temperature up to 15 degrees
- IssueCrude and naphtha supply risk around Hormuz hits refining, petrochemicals and textiles hardest1 trends · 0 signals
- SignalEramet's Centenario-Ratones plant runs without evaporation ponds at 24,000 tonnes design capacity
- SignalEuropean industrial electricity prices remain far above US and Asian levels
- IssueGrid congestion as the most acute transition bottleneck2 trends · 0 signals
- SignalGrid shortfalls disrupt renewable power supply to semiconductor, AI and RE100 industrial sites
- SignalIndia approves GOBARdhan national circular bioenergy scheme
- SignalIndustrial decarbonisation technologies move to commercial-scale demonstration in Europe and the US
- SignalIndustrial electricity demand has been systematically overestimated
- SignalKorea's Glass Dome and KGM complete product carbon footprint calculation
- SignalKorea's energy mix in 2020 to 2025: coal declined while gas, nuclear and renewables grew
- SignalKorea's final energy consumption grew 0.6 percent a year in 2020 to 2025 as buildings offset transport
- IssueKorean vulnerability: Energy dependence and cost0 trends · 1 signals
- TrendOverpowered: China masters the electric stack while the US cedes it5 signals
- SignalReport states lithium-ion overtook nickel-based batteries in EV deployments in 2025
- SignalStudies quantify large electricity savings from cloud, AI-model and fab cooling efficiency
- SignalThailand and Canada Launch Carbon Capture Pilot in Cement Industry via 'Saraburi Sandbox'
- SignalThe electric stack is 99% cheaper than in 1990, and the next Five-Year Plan doubles down
- SignalWhy the $2.5 billion Tomago aluminium deal is no ordinary bailout
4-10 years 19
- IssueBreaking the clean hydrogen vicious circle through strategic market intervention1 trends · 0 signals
- IssueBuilding bottom-up demand models for data centres, advanced industry and electrification2 trends · 0 signals
- TrendChina is driving the rise of the electrostate4 signals
- SignalData centre operators expecting onsite generation for primary power rise from 13 to 38 percent
- TrendDefensive industrial policy against China's green-industry dominance feeds protectionism1 signals
- TrendEnergy security and industrial competitiveness merge into one policy agenda3 signals
- TrendFaster decoupling of Korean energy demand from economic growth2 signals
- IssueFrom crisis relief to structural energy-cost policy under the Clean Industrial Deal1 trends · 2 signals
- SignalKEEI projects Korea's final energy demand to fall 0.4 percent a year to 206.3 Mtoe in 2030
- SignalKEEI projects Korean coal demand to fall 3.7 percent a year to 2030 across power, industry and buildings
- SignalKEEI projects Korean electricity demand to grow 1.5 percent a year to 2030, faster in buildings than in industry
- SignalKEEI projects Korean gas demand to edge up 0.2 percent a year to 2030 as final use offsets lower power-sector use
- SignalKEEI projects Korean oil demand to fall 1.9 percent a year to 2030 on petrochemical restructuring and lower diesel use
- TrendMarket-driven micro-level efficiency innovation offsets part of new electricity demand1 signals
- TrendRising energy and electricity demand, now also in the West2 signals
- SignalStatistical treatment of the Shaheen TC2C unit could shift Korea's recorded industrial oil demand by up to 14.6 million barrels a year
- TrendTechnological innovation pushes electricity demand up and down at the same time2 signals
- TrendTechnology 1: every building, vehicle and device becomes a two-way grid node2 signals
- IssueThe plan proposes an 'energy highway' to expand renewables, deliver RE100 for industry and spread gains to regions1 trends · 1 signals
11-30 years 2
Other 1
- IssuePower without Limits1 trends · 0 signals
Space & Mobility 23
0-3 years 15
- SignalA Spanish utility uses inspection drones and expects robots in field operations in three to four years
- SignalActive satellites quadruple to 13,000 with one operator holding 80%
- SignalBMW moves finished cars from the assembly line to the finishing area without drivers
- SignalBesxar Flies Suborbital Semiconductor Manufacturing Demo
- SignalElveo Mobile selects Apex Space to manufacture its 320-satellite D2D constellation
- IssueIn physical systems small error rates cascade into waste, defects and safety incidents1 trends · 0 signals
- SignalLandSpace Becomes First Commercial Chinese Company to Land an Orbital-Class Booster
- SignalLoft Orbital, Marlan Space to Build 50-Satellite AI-Enabled Imaging Constellation with $1B from Royal Group of Abu Dhabi
- SignalMentions of world models on earnings calls rise as autonomous vehicles and robotics lead commercialisation
- IssueMultivendor robot fleets with proprietary protocols create an interoperability hazard1 trends · 0 signals
- SignalOne private launch provider completed 165 launches in 2025 at a third of rivals' cost
- TrendPhysical AI turns robots from preprogrammed machines into adaptive learning systems14 signals
- IssueScaling physical AI is blocked by interlocking technical, operational and regulatory problems1 trends · 1 signals
- SignalSpaceX listing and quantum chips mark the commercial turn of space and quantum technologies
- SignalWaymo passed 10 million paid rides and Aurora began scheduled driverless freight runs
4-10 years 6
- SignalAI autonomous driving market projected to grow about 36 percent a year, robotaxis faster
- IssueAgenda 2: Securing space sovereignty and building a space-technology convergence industry3 trends · 0 signals
- IssueAutomotive: technology-agnostic strategies replace all-electric targets1 trends · 0 signals
- IssueBiological fibres as a space-debris answer1 trends · 0 signals
- IssueMobility: software capability decides who survives1 trends · 0 signals
- TrendTrend 11: falling launch costs and private scale reshape space markets11 signals
11-30 years 1
- IssueExpanding the sphere of human activity in the space-economy era0 trends · 0 signals
Other 1
- IssueMultipurpose Wheels1 trends · 0 signals
Digital Infrastructure & Cyber 44
0-3 years 29
- Signal43% of UK businesses hit by cyber attacks in 2024/25
- Signal51 percent say legacy processes are what depress returns on technology spending
- Signal69 percent say speed and cost pressure force compromises in their technology programs
- Signal75-85% of generative AI proofs of concept are said to fail because of infrastructure gaps
- SignalAI infrastructure markets are put at 25-32% annual growth to 2029
- SignalAI trust and security markets are put at 21-25% annual growth to 2029
- SignalAccelerator-embedded servers are put at 70% of server AI infrastructure spending
- SignalApplications needing 10-millisecond responses are placed outside the cloud by definition
- IssueBuilding a multi-layered data safety net for a stable-speed innovation system1 trends · 1 signals
- SignalCoordination latency pushes compute from the data centre toward the robot
- SignalDeloitte's 2025 MarginPlus survey names digital infrastructure (49%) and asset inflexibility (45%) as top internal barriers
- SignalDigital twins at 90-95% predictive accuracy against 60-70% for legacy monitoring
- IssueExisting data centres were built for air-cooled racks that AI hardware does not fit1 trends · 1 signals
- SignalGujarat launches 'Viksit Gujarat – Data Centre Policy 2026-29'
- IssueHigh entry barriers to 6G and satellite investment and the case for public demand creation1 trends · 1 signals
- SignalHuawei South Africa Connect 2026 to tackle the infrastructure needed for the AI era
- SignalIDC is cited for 85% of data products carrying a data bill of materials by 2028
- IssueLegacy systems force agents through interfaces that cap their autonomy1 trends · 1 signals
- TrendMacrotrend 4: infrastructure becomes cognitive, anticipatory and sovereign3 signals
- IssueModel growth is outrunning existing infrastructure, with no constraint named1 trends · 0 signals
- SignalOnly about 20% of infrastructures are said to be upgraded for AI workloads
- SignalReport forecasts hybrid computing architecture adoption rising from 8 percent to 40 percent by 2028
- SignalServer ratios move from eight GPUs per coordinating CPU toward two GPUs per CPU
- IssueSmall devices and legacy infrastructure cannot carry the new load, shifting attacks to implementation1 trends · 1 signals
- SignalSmart contract use concentrated in large firms, with a working energy example
- SignalSubmarine cables, cloud data centres and low orbit satellites are named as privately held
- IssueTheme 1 The Architect: whether platform and infrastructure modernization can keep pace2 trends · 1 signals
- SignalThree competing agent interoperability protocols are named with their stated limits
- IssueWebsites must now be legible to two audiences, human shoppers and crawling agents1 trends · 1 signals
4-10 years 10
- IssueAI factories turn spare compute into a saleable service alongside internal workloads1 trends · 0 signals
- SignalAfrica needs 500 more data centers within nine years, says AfCFTA secretary-general
- SignalAmazon to invest record $48 billion in India (2026-2030) for AI, AWS cloud infrastructure
- TrendData becomes both the power source and the chief risk of innovation systems1 signals
- SignalData centre markets projected to expand steadily, with AI data centres growing fastest
- TrendFixed voice keeps shrinking while broadband and 5G and IoT mobile services keep growing1 signals
- SignalGlobal 6G market projected to grow about 24 percent a year
- IssueInfrastructure procurement moves from periodic human decisions to continuous agent decisions1 trends · 0 signals
- SignalKISDI forecasts flat Korean wireless revenue near 26.8 trillion won as 5G and IoT lines keep rising
- IssueSlowing 5G migration, tariff-cut pressure and security breaches constrain telecom growth1 trends · 0 signals
Other 5
- IssueA Wide World of Data1 trends · 0 signals
- IssueScenario: computing orchestrates outward from the edge and cloud becomes coordination1 trends · 0 signals
- IssueTraceability technologies improving safety but raising costs1 trends · 0 signals
- IssueUneven adoption of AI for cyber defence1 trends · 0 signals
- IssueZero Margin1 trends · 0 signals
Values & Lifestyles 31
0-3 years 22
- Signal65% say loyalty programmes influence their switching decisions
- Signal65% treat delivery speed and store proximity as significant value factors
- Signal77% avoid private labels in performance-critical categories
- Signal82% use items longer, 69% repair rather than discard, 68% actively reduce waste
- SignalA reissued feature phone sells out in China in two days
- TrendAbsence of connectivity becomes a premium product10 signals
- IssueBrand loyalty becomes conditional on perceived fairness rather than familiarity1 trends · 2 signals
- SignalConcealing AI costs trust for 80%, switching for two-thirds, and a premium for half
- SignalConnectivity-free stays sold as a travel product
- TrendCustomers will hold your AI accountable6 signals
- TrendFamiliar consumption occasions are recast through specific health goals5 signals
- SignalFive wellness segments, with maximalist optimizers at 25% of consumers and over 40% of spend
- SignalIFIC survey finds 52% of Americans actively seek functional health benefits in food
- SignalIndia's experience economy accelerates on rising incomes and a young urban base
- SignalLeading restaurants revert to paper books and landlines
- IssueNot every occasion can be healthified; some resist reformulation1 trends · 1 signals
- SignalOrganisations hearing customer AI concerns deliver more customer value
- SignalPwC splits consumers into five archetypes led by data-driven optimisers at 20%
- SignalSixty percent of US consumers put health and wellness first among home feature drivers
- IssueStreaming, gaming, and social platforms become substitutes for in-person experience1 trends · 0 signals
- TrendTrend 3: spending on meaningful experiences holds up against the instinct to cut back8 signals
- SignalValue for money leads at nearly three-quarters; personalisation trails at 58%
4-10 years 7
- IssueAn empowered consumer makes value a moving target for brands3 trends · 0 signals
- IssueConsumption moving from basic goods to luxury goods and services1 trends · 0 signals
- TrendFairness in pricing and policy converges with product quality as the value test12 signals
- TrendLoyalty shifts from points accumulation to a two-way relationship4 signals
- IssueThe four trends must be read as interacting, not as four separate agendas4 trends · 0 signals
- IssueThe value-now consumer applies scrutiny selectively rather than pulling back uniformly1 trends · 2 signals
- TrendTrend 4: budget coping hardens into a durable repertoire of resourceful consumption3 signals
11-30 years 1
- IssueInnovation in creative play and leisure culture0 trends · 0 signals
Media & Information Ecosystem 23
0-3 years 16
- Signal88% of marketers are said to use emotion AI daily and CX monitoring to take over 31% of demand
- SignalA single looksmaxxing forum draws six million monthly visitors as men reach 14.5% of cosmetic patients
- TrendAI media drive a content big bang1 signals
- SignalBrand-owned sites account for about 1% of LLM citations in consumer goods
- TrendDiscovery migrates to social feeds where recommendation reads as peer speech5 signals
- SignalGenerative AI platforms are treated as the new shopping search engines
- SignalGenerative engine optimisation emerges as the successor to search engine optimisation
- SignalIndian consumers lead social commerce growth, with 35 percent of consumers buying on social platforms in 2025
- SignalInstagram and YouTube stay ahead of Facebook and TikTok in social commerce
- SignalMeta unifies creator and brand tools into single Creator Marketing Hub
- SignalOpen web traffic is down 8% since 2023 while total search activity keeps growing
- SignalSignal 8: AI answers cut click-through by over a third while AI platforms drive 6.5% of traffic
- IssueSignal dissonance: inconsistent third-party sources degrade how AI represents a brand1 trends · 1 signals
- IssueSocial commerce grows fastest while ranking last on price trust1 trends · 0 signals
- SignalSocial platform purchasing rose from 24% to 35% in two years
- IssueThe report names eight adjacent signals and argues sensing beats prediction1 trends · 6 signals
4-10 years 6
- TrendHybrid subscription and advertising models and Korean content hits drive gradual OTT growth0 signals
- TrendKorean culture gains international recognition and spills over into consumer goods and tourism1 signals
- TrendOnline advertising shifts to mobile, video and AI solutions as search fragments0 signals
- TrendStructural decline of Korean broadcasting as live TV loses influence0 signals
- IssueThe plan aims to make Korea one of five global cultural powers with a 300 trillion won K-culture market1 trends · 1 signals
- SignalWeak Signal Cultivation Model (WSCM) — arXiv 2026: Collective Sensemaking Framework for Org Resilience
11-30 years 1
- IssuePluralisation of cultural production and consumption0 trends · 1 signals