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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Mirae Asset Minutes [2025: Volume 22]Biweekly strategy meeting recap
We expect AI adoption to drive meaningful price, volume, and cost improvements in 2026, supporting strong momentum in the ad segment.
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Mirae Asset Minutes [2025: Volume 20] Biweekly Strategy Meeting Recap
Global equities are likely to remain on an upward trend, supported by favorable liquidity conditions and optimism surrounding AI ecosystem growth
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Mirae Asset Minutes [2025: Volume 19]Biweekly strategy meeting recap
While AI-related demand from hyperscalers and governments is surging, demand for commodity memory remains uncertain, leading to limited capacity...
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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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