KRX Short Interest Weekly (Oct 2nd): HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility
We analyzed KRX short interest report for the past week and highlighted short interest changes in HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan...
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Electrical/Electronic ComponentsThe Next AI Bottlenecks Are Emerging
As AI workloads shift from training to inference, token volumes and power consumption are rising nonlinearly, supporting a continued up-cycle in AI...
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Mirae Asset Minutes [2026: Volume 2]Biweekly Strategy Meeting Recap
Driven by surging power demand from data centers, new capacity additions are accelerating across large-scale nuclear power plants, SMRs, and gas...
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Mirae Asset Minutes [2026: Volume 1]Biweekly strategy meeting recap
Hyundai Motor Group (HMG) is set to announce its AI robotics strategy on Jan. 6 and is expected to appoint an advanced vehicle platform division...
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Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
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