Rise of DeepSeek - Impact on SK Hynix and Other Major Korean Stocks
The top five Korean companies that could be negatively impacted by the rise of DeepSeek include SK Hynix, Hanmi Semiconductor, SK Square, HD...
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Memory Monitor: Is DeepSeek a Problem for SK Hynix & Micron's HBM DRAM Growth?
SK Hynix predicts 100% HBM revenue growth in 2025E, signaling a shift away from traditional DRAM importance. DeepSeek fears raise concerns for HBM...
1.3k Views
Semiconductor's Over-Dependency on AI
The emergence of DeepSeek AI platform threatens current Large Language Models, causing stock tumbles for chip companies like Nvidia and Samsung....
493 Views
Samsung Life Insurance: Implications of Classifying Samsung Electronics as a Long-Term Holding
Samsung Life Insurance (032830 KS) is considering on a special measure of classifying its stake in Samsung Electronics (005930 KS) as a long-term...
707 Views
Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.
China's wafer foundry industry set to grow, TSMC prioritizing COUPE tech for silicon photonics, Samsung's GenAI smartphones 2.0 enhance mobile...
332 Views