Nvidia–OpenAI US$100bn Partnership: Asia Hardware Supply Chain Implications
​Nvidia's $100bn LOI with OpenAI for 10 GW of GPUs by 2026 highlights the massive AI compute build-out in Asia, benefiting key players like SK...
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Asia’s “Boring Tech” Rerating: Memory, Components & AI Infrastructure
​Asia's tech rally focuses on storage, memory, and components as AI infrastructure enablers, with valuation gaps offering opportunities but risks...
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KRX Foreign Holding Weekly (Sep 19th): Samsung Electronics, SK Hynix, Samsung Elec (PREF), HYBE
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Samsung Elec...
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Luxshare Precision A/H Listing - Earnings Growth and Stock Have Been Rebounding
Luxshare Precision Industry (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$2bn in its H-share listing. In this...
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Mirae Asset Minutes [2025: Volume 18]Biweekly Strategy Meeting Recap
While AI-related demand from hyperscalers and governments has surged, demand for commodity (IT-use) memory remains uncertain.
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