[2026 Outlook] Electrical/Electronic ComponentsSet to enter a structural up-cycle
As AI workloads increasingly move from training to inference tasks, LLM token usage continues to rise. This is leading to sustained high growth in...
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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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Mirae Asset Minutes [2025: Volume 16]Biweekly Strategy Meeting Recap
In the US, demand for solar equipment and polysilicon has been pulled forward due to the passage of the OBBB. Demand is likely to remain strong...
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KRX Foreign Holding Weekly (Sep 18th): SK Hynix, Samsung Electronics, Samsung Elec (PREF), DOOSAN
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Samsung Elec...
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Corporate Value Up Korea; Will It Start Working Now and into 2025?
Will Korea Corp Value Up program start to really work in 2025? What will drive this program to work is not government pressure but peer pressure
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