Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

ChosunBiz's Article on SK Hynix - Glass Half Empty or Glass Half Full?

Institutional Investors Starting to Push Back on the Excessive Debt Issuance by the Hyperscalers

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In September 2025, about 42% of the U.S. public opposed data center construction in their neighborhood. This ratio surged to 71% as of May 2026.</li>
<li>This ratio could increase further in the coming months to 80%+, in my view. </li>
<li>The NIMBY impact could show up on the P&amp;L of major global semiconductor chips and GPU makers sometime starting 4Q 2026.</li>
</ul>


In September 2025, about 42% of the U.S. public opposed data center construction in their neighborhood. This ratio surged to 71% as of May 2026.
This ratio could increase further in the coming months to 80%+, in my view. 
The NIMBY impact could show up on the P&amp;L of major global semiconductor chips and GPU makers sometime starting 4Q 2026.


NIMBY Against AI Data Centers + Cancellations = Higher Costs for AI Data Centers Starting 4Q 2026?

NVIDIA Corp

NIMBY Against AI Data Centers + Cancellations = Higher Costs for AI Data Centers Starting 4Q 2026?