[1인치 영어] Pentagon Lifts~
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Pentagon Lifts Drone Restrictions, Shares of Defense Stocks Rise (WSJ. 20250714)
The Pentagon has lifted drone restrictions, helping boost shares of defense tech stocks. In a memo sent yesterday, defense Secretary Pete Hegseth, order the removal of any policies that slow down the development and deployment of drones. It built upon executive order signed by President Trump last month, aimed at easing restrictions on US-made drones and strengthening an industry that has struggled to compete with Chinese competitors. According to the memo, the Department of Defense intends to arm combat units with a range of low-cost drones developed by American engineers and artificial intelligence experts. Plus Nintendo's new Switch 2 video game machine includes a rare-earth magnet that's primarily produced in China. That's according to a report technology research firms iFixit and Evident shared. Shared with The Journal. This highlights the company's vulnerability to potential Chinese supply chain disruptions. People familiar with the Switch supply chain said Nintendo has moved some production of the device to Vietnam to limit the effect of US tariffs. President Trump recently said he was setting the tariff on Vietnamese goods at 20%, while analysts estimate the average tariff on Chinese goods at around 40 to 50%. Nintendo declined to comment. Finally, Microsoft is set to continue capitalizing on the cloud and artificial intelligence opportunity ahead. That's according to Piper Sandler analysts. In a note, they said about 81% of CIOs say they plan to spend more on the tech giant's Azure offering. Meanwhile, Microsoft's Copilot remains one of the top two AI application picks alongside OpenAI.
미 국방부가 드론 개발 및 배포 규제를 완화함. 지난 달 트럼프는 중국과의 경쟁으로 어려움을 겪고 있는 미국 드론 기업에 대해 규제를 완화하고 드론 산업을 강화하기 위한 행정명령을 내렸음. 이번 국방부 발표에 따르면 미국 엔지니어와 AI 전문가가 개발한 저가 드론을 전투 부대에 배포할 예정임. 한편, Nintendo의 Switch에 중국산 희토류 자석이 포함되어 있다고 함. 이에 따라 중국 공급망에 차질이 발생하면 Nintendo도 타격을 받을 것임. 일부 중국 생산기지는 베트남으로 이전했다고 함. Nintendo는 트럼프가 부과하는 관세는 베트남 20%, 중국은 40-50%임. 한편, Microsoft는 향후에도 클라우드 및 AI 기회를 활용할 예정임. 81%의 CIO가 Microsoft의 Azure에 지출을 늘릴 계획이라고 함. 또한 Microsoft의 Copilot도 OpenAI 서비스와 함께 가장 많이 활용되는 AI 애플리케이션으로 꼽힘
