Global Market Trends

Driven by an unprecedented AI boom, South Korea’s semiconductor industry is experiencing a period of exceptional profit windfalls. However, this “wealth-creation myth” fueled by tech giants is also rapidly transforming into a flood of hot money pouring into South Korea’s real estate market, raising deep concerns among the country’s policymakers about an unbalanced economic boom

On June 22, local time, the media committee of the Iranian negotiation delegation released the key contents and agreement points reached in the first round of US-Iran Geneva negotiations: 1. Under pressure from the Iranian delegation, the fragile ceasefire in Lebanon has been maintained since the afternoon of June 20. To consolidate this ceasefire, a

A startup named Panthalassa is considering using seawater to power and cool data centers. The investors behind it include Peter Thiel and several Silicon Valley venture capital firms. Peter Thiel is an influential venture capitalist in Silicon Valley, co-founder of PayPal, and a precise investor in tech giants such as Facebook and SpaceX. On June

Microsoft, which once strongly backed OpenAI and ignited the artificial intelligence (AI) boom, is now sending a different signal: the AI race no longer revolves solely around building the most advanced frontier models, but increasingly focuses on making AI models interchangeable and widely accessible. On June 22, Microsoft CEO Satya Nadella called for a change

On June 22, SK Hynix’s market capitalization briefly surpassed Samsung Electronics, becoming the most valuable listed company in South Korea. Benefiting from the global artificial intelligence boom, the company’s share price has risen by more than 340% so far this year. SK Hynix plans to issue American Depository Receipts (ADRs) on the U.S. stock market

NVIDIA’s official blog published an article detailing the comprehensive liquid cooling technology used in the Rubin platform. NVIDIA stated that all cloud service providers and data center operators building systems for the Rubin platform are driving the transition to liquid cooling. The bottleneck of AI computing expansion is shifting from chip supply to power supply

John Jumper, a senior research scientist at Google DeepMind, announced his departure last Friday to join Anthropic, a competitor. Market and industry shifts are significant factors in Jumper’s decision to leave. The AI talent war has intensified, with top talent prioritizing research directions, organizational openness, and opportunities to push the boundaries of science. On June

The artificial intelligence (AI) boom is driving copper prices to near-record highs, causing the copper content of Japan’s 10-yen coin to exceed its face value. The 10-yen coin is composed of 95% copper, 4% zinc, and 1% tin. Based on Japan’s benchmark copper price, the metal value alone amounts to approximately 10.4 yen. This situation

①Lee Chan-jin, Governor of the Financial Supervisory Service (FSS) of South Korea, stated at a press conference that the regulator is considering additional measures to stabilize the market, aiming to limit the potential impact of sharp fluctuations in single-stock leveraged ETFs. ②Lee Chan-jin noted, “These are high-risk products, with approximately 92% of holders being retail

①Goldman Sachs reports that the Middle East conflict has driven up oil and fertilizer prices, potentially exposing Southeast Asia to food supply shocks. ②A strong El Niño event is expected to emerge by late 2026, further intensifying food supply disruptions and raising food inflation across the region. June 22 – Despite the first day of