CrossASEAN Indonesia Strategy - Refining the Balance
Prabowo's first 100 days in office have seen a mixed picture in terms of policy, with efforts to boost consumption and growth, whilst at the same...
391 Views
Episode 102: Deeeeeepseeeeeeek!
Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...
526 Views
The Drill: The commoditization of AI is here
Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...
546 Views
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...
789 Views
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