Category: Today’s Brief
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● Samsung Foundry-Related Stocks Surge Global Market Economic Outlook – Impact of Increased Samsung Foundry Utilization Rate and Outsourcing Volume Increased Samsung Foundry Utilization Rate When Samsung Foundry’s utilization rate increases, the volume of outsourced work increases significantly. As a result, wafer testing companies experience a wider range of orders, and specialized companies such…
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● Samsung’s talent-drain, Tesla-bound Tesla Parts Supply and Global Economic Changes The Success Story of Using Samsung Parts During Apple’s Heyday Apple’s blue success was largely due to Samsung parts. At the time, Samsung’s displays and components were adopted by Apple’s iPhone, strengthening global competitiveness. Thanks to this, it had a significant impact on…
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● Nvidia pivots amid China slowdown Global Economic Trends, AI Era Warfare, Nvidia’s Landscape, and Semiconductor Supply Chain Changes Analysis 1. Core Elements of AI and Global Competitive Structure The key to AI technology development lies in computing power, data, and algorithms. China is competing with the United States through vast amounts of data…
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● AI Packaging: Game Changer Latest TSMC SoIC Technology Poised to Reshape Semiconductor Packaging Landscape Emergence of SoIC’s Novel Packaging Technology TSMC’s announced SoIC is the highest-end packaging product surpassing existing CoWoS. This technology utilizes an entire 300mm wafer to fabricate chips. It solves the issue of remaining rice paper by using an entire…
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● **Semiconductor Underdogs – Samsung’s Blind Spot, Hidden Gems** Recent Analysis of Localization of Materials, Parts, and Equipment (SoBuJang), Semiconductor Foundry Issues, and Benefits for ENF Technology 1. Background and Progress of Localization of Materials, Parts, and Equipment (SoBuJang) Recently, due to Japan’s export regulations, Korean SoBuJang (materials, parts, and equipment) companies have felt…
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● 미 국채 붕괴 시나리오가 불가능한 이유 URGENT China Japan Cant Be Dumped US Treasury Collapse Impossible U.S. Treasury Crisis and the Impact and Outlook of China and Japan’s Actions on Financial Markets 1. U.S. Treasury Holdings and China’s Strategy In the international financial market centered around U.S. Treasuries, China’s strategy of massively purchasing…
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● Economy in Shambles The Motives of Human Relationships and Marriage in Economic Prospects – Economics of Actions and Decisions 1. The Economic Importance of Marriage and Relationship Building Just as it is difficult to achieve great success alone in economic activities, opportunities disappear when one cuts off relationships in life. A relationship with…
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● Real Estate: Crisis, Opportunity – Volatile Policy, Uncertain Market Latest Real Estate Market Analysis: Thorough Examination from Short-Term Fluctuations to Mid- to Long-Term Outlook Short-Term Market Fluctuations and the Impact of Policies Trading volume, lease prices, and interest rate changes play a significant role in short-term market adjustments. Policy changes have a substantial…
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● Chip War: Geopolitics Recent Analysis of Global Semiconductor Prospects: China, the United States, Taiwan Competition, and Challenges for Korean Semiconductors 1. China's Semiconductor Independence Push and Geopolitical Situation China is accelerating its pursuit of semiconductor technology independence.Despite U.S. sanctions, including restrictions on ASML's EUV equipment, China is trying to increase its competitiveness by…
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● Whale Watch Summary of the Latest Global Economic Trends and ETF Investment Strategies [Morning & Evening Study] Key Points for Understanding Market Trends and Investment Content We meticulously organize changes in the U.S. and domestic markets through daily morning and evening studies. We explain market news and stock uptrends and downtrends to help…