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Global economy's "ksm" exports growth slowed down in October, bringing uncertainties with the usa election.
1. Friday's data showed that south korea's exports growth slowed to a seven-month low in October, below market expectations; 2. Due to the uncertainties brought by the usa election and the global economic cycle itself, the outlook of south korea's economy faces risks.
With the AI boom, the position of the HBM industry is skyrocketing.
While the AI boom has led to the prosperity of GPUs, it has also kept the heat of HBM, which plays a key role, high, becoming the emerging outbreak vent and technology giants' strategic high ground in the current AI race.
AI demand continues to surge! "HBM overlord" sk hynix Q3 revenue and profits hit record highs.
On Thursday, SK Hynix announced record quarterly profits and revenue, reflecting strong demand in the market for storage chips used with NVIDIA processors in artificial intelligence development.
'Activist Palliser Pushes For Change At AI Chip Investor SK Square; Hedge Fund Has Built A More Than 1% Stake In The South Korean Company, Which Is The Largest Shareholder In Chip Maker SK Hynix' - WSJ
3 U.S. Democratic Senators Urge Biden Administration To Reduce Current Import Quota Set For South Korea Oil Country Tubular Goods
Bank of Korea Holds Interest Rate Steady at 3.5%, Cuts Likely on Charts