Global
IT
NVIDIA Forecasts Record-Breaking Earnings… What Lies Ahead for Semiconductor Stocks?
NVIDIA, the world’s largest company by market capitalization, will announce its financial results for the second quarter of fiscal year 2027 (May–July) after the market closes on the 26th (local time)…
Management
"CXMT to Be Self-Sufficient for Half of DRAM Needs by 2028"... Will Samsung INICS Corporation's Monopoly Be Shaken?
Forecasts indicate that the shortage of advanced semiconductors will be significantly alleviated over the next 10 years as Chinese foundry companies rapidly expand production. Changxin Memory (CXMT), …
Stocks
"I Invested Half My Severance Pay and Lost 10 Million Won in Just One Week"
The U.S. daily The Wall Street Journal (WSJ) reported on the 24th (local time) that retail investors have suffered heavy losses amid extreme volatility in the South Korean stock market.
On the 25t…
Stocks
Another Chinese Semiconductor Company Goes Public… Yangtze Memory Raises Around 6 Trillion Won
Following Changxin Memory Technology (CXMT; hereinafter “Changxin Memory”), a D-Lab company that became a blue-chip stock after its listing on the Chinese stock market, China’s largest NAND flash memo…
Policy
U.S. 50% Tariffs Take Effect… Canada Also Vows to Impose Identical Retaliatory Tariffs
Trade negotiations between the United States and Canada have collapsed after a last-minute standoff. The U.S. has imposed a 50% tariff on approximately $20 billion (about 28 trillion won) worth of Can…
Stocks
"Samsung Electronics' Major Shareholder Return May Extend the Won's Strength"
Analysts have suggested that the large-scale shareholder return plans announced by SamsungElectronics(005930)and SK hynix(000660)represent a new variable that could influence the direction of the won.…
Manufacturing
Robots Burst Out of the Exhibition Hall, Running, Jumping, and Rolling… China’s Robot Olympics Kick Off
In China, a group of humanoid robots is participating in a “sports day” featuring events such as running, high jump, soccer, and table tennis. While previous robot exhibitions have primarily focused o…
Stocks
Reuters Highlights KOSPI's 30% Plunge… Aftermath of Leveraged Investing
As the KOSPI plummeted 30% from its two-month high, large-scale leveraged investments by retail investors have emerged as a risk factor for the Korean stock market. While the government has relaxed re…
Manufacturing
HyundaiMotor Considers Increasing Production in Georgia to Up to 800,000 Units… In Response to Tariffs
HyundaiMotor is considering a plan to expand the annual production capacity of its Meta Plant in Georgia, U.S., from the currently planned 500,000 units to a maximum of 800,000 units. The company expl…
Manufacturing
"Samsung to Raise Foundry Prices by Up to 15%"… "Profit Possible Next Year"
Reuters reported on the 19th, citing sources, that Samsung Electronics (005930) has raised prices for some of its advanced foundry (semiconductor contract manufacturing) services by up to 15% for new …