Category: Today’s Brief
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● Tesla’s Make-or-Break Moments Tesla Latest News Roundup – A Month of Innovation and Cost Reduction, Leaps in Autonomous Driving and Energy [1] Tesla Revelation Summary and New Design You can see how much innovation Tesla has achieved over the past month. We have compiled and organized various updates posted on Tesla’s official account.…
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● Tesla Cybertruck Factory Unveiled – Autonomy Showdown Tesla Gigafactory and Autonomous Driving Innovation: A Global Strategy for the Robotaxi Era 1. Production Innovation at the Texas Gigafactory The interior of the Tesla factory is as clean as a laboratory. The technology applied from the factory floor is innovative. We directly confirmed the system…
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● U.S. Credit Wobbles- Dollar Plunges, Yields Surge Latest US Economy and Global Trade War Outlook – Key Points at a Glance [1] US Economic Indicators and Q1 Performance Analysis A detailed look at why the US Q1 GDP recorded a negative growth of -0.3%. The fact that imports increased by more than 40%…
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● HBM Lifeline, Korea’s Semiconductor Edge Intensive Analysis of Semiconductors, HBM, and China’s Challenge in the Era of Global Customized Technology 1. The Need for Custom Products in an Era of Change The world is now in an era where custom products tailored to each company and consumer, rather than general-purpose products, are essential.…
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● TSMC’s SoW-X: A Slice of Disruption Tailored Strategies in the Global Economy: Navigating the Era of On-Demand 1. Early Global Economy and On-Demand Consumption Trends The global economy is rapidly shifting away from the traditional mass production model to an on-demand strategy tailored to the segmented needs of consumers.Just like a custom order…
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● Battery Hegemony: Korea’s Last Stand Global Economic Outlook: Future Analysis of Secondary Battery and Battery Industry 1. China’s Leading Strategy and Technological Gap China is dominating the battery industry by raising its secondary battery market share to the global level. It is securing market leadership with products that have safety and economic efficiency,…
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● Samsung Foundry’s Game-Changing Yields. Samsung Electronics Short Selling and Global Economic Outlook – Why is Short Selling Funding Pouring into the Semiconductor Industry Despite Good Performance? 1. Samsung Electronics Short Selling Status and Questioning Despite Samsung Electronics’ overwhelmingly good performance in the semiconductor industry, short selling funds of hundreds of billions of won…
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● TSMC’s Intel Headache, Samsung’s Opportunity Changes in Manufacturing Costs and the Global Semiconductor Market: TSMC, Intel, and a New Competitive Landscape 1. Conditions for Avoiding Losses at US Factories and Disclosure of Manufacturing Costs There was talk of pricing standards that would ensure US factories do not incur losses. This implicitly reveals that…
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● Oil Price Plunge- Recession Alarm An Overview of Saudi Arabia’s Low Oil Price Strategy, the Global Oil Price War, and Economic Prospects 1. Yamani’s Philosophy, Saudi Energy Minister Saudi Energy Minister Yamani compared the oil era to the Stone Age, arguing that just as the Bronze Age replaced the Stone Age, the development…
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● Berkshire Succession-Buffett’s Exit Buffett Announces Sudden Resignation, Analysis of Successor Greg Abel’s Challenge and U.S. Economic Uncertainty Shareholders Meeting Highlights and Buffett’s Resignation Announcement Buffett abruptly announced his resignation at the shareholders meeting stage. He nominated his successor, Greg Abel, as the next CEO in front of shareholders, announcing it was his last…