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95 pages

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Reading 43 Posts by Policy Chief Kim Yong-beom: From AI and Semiconductors to Power, Finance and Regional Capacity

Is China's AI API Pricing Sustainable? Verifying the Cost Structure Through Disclosures

What China's Open-Model Convergence Actually Changes: Value-Chain Redistribution, Not Demand Collapse

U.S. House Letter Seeking Chinese Memory Procurement Restrictions: CXMT, YMTC, and the 2028 Cycle

Are Semiconductors Cyclical, and What Is Fair Value? Pricing Samsung, SK Hynix and Micron with FCFE and Normalized Earnings

Kimi K3 Resets the AI Price Curve: From Kimi Linear to HBM and Big Tech Strategy

The Real Debate in Semiconductors: Four Physical Clocks and One Stock-Price Clock

Will Apple Really Use CXMT? China-Only Memory Testing and the Pricing Risk for Korean DRAM Makers

Why IBM's Earnings Miss Is Evidence of Memory Strength: Reading IBM and Ericsson for Semiconductor Sentiment

What Remains from 2,893 Messages: Two Weeks of Memory Pricing, AI Infrastructure Bottlenecks, and Leveraged Flow