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Federal Reserve's Hamack: The U.S. government is on an unsustainable fiscal path.

2026-02-11

Federal Reserve's Hamack: The U.S. government is on an unsustainable fiscal path.

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2026-02-11

1. SK Group Chairman Jensen Huang met with SK Group Chairman Jensen Huang in the US to discuss HBM and AI cooperation. 2. TSMC's January revenue hit a record high, with chip orders not decreasing despite concerns about an AI bubble. 3. SMIC's Zhao

1. SK Group Chairman Jensen Huang met with SK Group Chairman Jensen Huang in the US to discuss HBM and AI cooperation. 2. TSMC's January revenue hit a record high, with chip orders not decreasing despite concerns about an AI bubble. 3. SMIC's Zhao Haijun: Orders related to AI, memory, and mid-to-high-end applications have increased. 4. SMIC's Zhao Haijun: Monthly capacity increase this year is expected to be equivalent to approximately 40,000 12-inch wafers. 5. Biwin Memory: The company provides ROM+RAM memory chips for Meta AI smart glasses. 6. CFM: DDR5 memory module prices have increased by more than 100% compared to the previous quarter. 7. Supercomputing Chairman Liang Jianhua: Considering investing in intelligent device and other intelligent computing-related companies. 8. Longsys: Flagship memory products, represented by UFS 4.1, are on the verge of mass production. 9. Reports indicate that Samsung's Exynos 2700 chip will begin production in the second half of this year, potentially reducing reliance on Qualcomm. 10. Dike Technology: The company will continue to increase its efforts in developing the storage market and product R&D, seizing opportunities in a booming market. 11. Merck plans to build a factory in South Korea, aiming to supply advanced NAND materials this year. 12. India is expected to start four chip factories this year, aiming for 75% local production.
2026-02-10

South Korean Prime Minister: The weakening of the won is due to supply and demand imbalances, not fundamental factors.

South Korean Prime Minister: The weakening of the won is due to supply and demand imbalances, not fundamental factors.
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