Categories

81 pages

Market-Outlook

Sam-Ha-Ma Parity Follow-Up: Micron Deserves a Premium, But Korean Memory Looks Too Cheap

AI Data Center CapEx at $5.3 Trillion: Korea Should Look Beyond GPUs to Power, Substrate and Storage Bottlenecks

Broadcom Reconfirmed a $100B+ AI Semiconductor Run-Rate for 2027: How Korea Should Read the Value Chain

Why Jensen Huang Would Meet NAVER: After SoftBank, YTL and Dell, Korea Needs an AI Factory Operator

Marvell Follow-Up: Why EML and CW-DFB Laser Sources Matter for AI Data Centers

Sam-Ha-Ma Parity: Samsung and Hynix Look Cheap Again Versus Micron

Real Money Flow Framework: Why Korean Institutional Buying Can Mislead

Why Is KOSDAQ Falling If Foreigners Are Buying? Real Money and ADR 60 Matter

Korea Has Liquidity, But Breadth Has Broken: Foreign Reallocation and the Narrow Leadership Market

Where Can an AI Infrastructure Bottleneck Beat Memory? Can FADU Open P, Q and a New Segment Together?