Makana 360 Daily Report – 3 December 2025
📌 Russia Says No to Ukraine Compromise
Russia and the U.S. failed to reach a compromise on a peace deal for Ukraine after a five-hour meeting between President Putin and U.S. envoys. Kremlin official Yuri Ushakov stated that no compromises were found, and significant work remains. Putin responded negatively to some U.S. proposals, and the U.S. envoy later briefed the White House. While the talks were constructive with potential for U.S.-Russian economic cooperation, the issue of Donbas was discussed, but no details were disclosed. Further negotiations are needed to find a resolution.
📌 Taiwan Thanks, China Opposes Trump’s Move
Taiwan thanked the U.S. for signing the Taiwan Assurance Implementation Act, which mandates the State Department to review guidelines on interactions with Taipei every five years. The law aims to strengthen U.S.-Taiwan relations and promotes shared values like democracy and human rights. Taiwan’s officials hope it will lead to more access to U.S. agencies. However, China strongly opposed the law, stating that any official U.S.-Taiwan contact is unacceptable and warning against supporting Taiwan’s independence. The issue remains a major source of tension in China-U.S. relations.
📌 AI Boom Sparks Memory Chip Shortage Crisis
A global shortage of memory chips is causing fierce competition among AI and consumer electronics companies, driving up prices. Major tech companies, including Microsoft, Google, and ByteDance, are scrambling to secure supplies from chipmakers like Micron, Samsung, and SK Hynix. The shortage spans all types of memory, from flash chips to advanced high-bandwidth memory (HBM) used in AI. Prices have more than doubled in some segments. The crisis could slow AI productivity gains and delay digital infrastructure projects, while inflationary pressure rises. Industry leaders warn the shortage will last until at least late 2027.
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