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...
172 Views
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...
182 Views
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...
261 Views
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.
285 Views