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TPUs, HBM, and Korea’s Rising AI Semiconductor Power An insight report on the first real crack in NVIDIA’s dominance and the strategic position of SK hynix and Samsung around HBM. AI infrastructure · Semiconductor industry 📌 TPU · GPU · HBM · SK hynix · Samsung Electronics Table of Contents Part 1. The Real Shift in the 2025 AI Chip Market — A Massive Tectonic Move Triggered by TPUs Part 2. “The Age of HBM” — SK hynix and Samsung Tighten Their Grip on Memory Power Part 3. TPU Architecture vs. GPUs — Moving from Competition to Coexistence Part 4. Conclusion — The Real Battle in 2025 Is Not Chips, But HBM Reference Notes 📘 Part 1 The Real Shift in the 2025 AI Chip Market — A Massive Te...

🌏 Macro & Market Insight Why China Is Shaking Again — Weak Consumption, Real Estate Stress, and a Structural Turning Point A deep-dive into China’s 2025 growth slowdown and weak consumer spending — and how this shift ripples through Asia and global financial markets. 📅 Based on data and trends through 2025 📍 China, Asia, and global markets perspective 📚 Table of Contents Part 1. Why China Is Shaking Again — The Real Story Behind the Slowdown and Weak Consumption Part 2. When Chinese Consumers Stop Spending — Why This Is Not Just “China’s Problem” Part 3. Risks and Opportunities Going Forward — How Investors Should Look at China ※ This article is for macro & market learning and investment observation, not investment advice. Part 1 📉 Part 1. Why Chin...

🌍 Global Macro Insight How the U.S. Rate Pivot Reshapes Global Capital Flows — Reading the Dollar, EMs, Tech and Commodities Together A long-form guide to how the Fed’s pivot rearranges global capital flows — across EMs, Korea, AI & semiconductors, and global commodities — from a medium- to long-term investor’s perspective. #USRATEPIVOT #DOLLARWEAKNESSEM #AIDATACENTERCYCLE #COMMODITYSUPERCYCLE #KOREAFOREIGNFLOWS --- 📘 Part 1. Why the U.S. Rate Pivot Is the Single Biggest Variable for Global Markets — When rates, the dollar, bonds, and capital flows all flip at once If you had to pick just one keyword driving the global economy in 2024–2025, overseas investors almost unanimously choose **“the U.S. rate pivot.”** Changes in the Federal Reserve’s policy rate do not only affect the U.S. economy. They...

📘 Part 1. FOMC · Fed · FRB · FRBNY — Who Actually Sets U.S. Interest Rates? ― The Real Role and Differences Behind the Institutions You See in the News Every Day In 2025, the single most important keyword in global finance is “U.S. interest rates.” NVIDIA earnings, crypto crashes, U.S. Treasury yield spikes, a strong dollar — all of these are ultimately driven by decisions made in U.S. monetary policy. According to a 2024 year-end analysis by the Bank of Korea, 78% of the KRW/USD exchange rate movements were linked to U.S. base rates and liquidity conditions. In other words, for Korean investors, understanding Fed · FOMC · FRB · FRBNY is not just knowing “the U.S. market” — it’s essential to understanding the Korean market itself. But the names often look confusing: Fed? FRB? FOMC? FRBNY? They sound similar, but their roles are very different. Once you understand these distinctions, market movements — interest rates, FX trends, foreign capital flow...

KOSPI · Foreign Flows · AI Cycle 📘 Part 1. Why Are Foreign Investors Pulling So Much Money Out of the KOSPI Right Now? — “This isn’t just about Korea. It’s the first deep breath in a global tech rally.” Foreign investor flows in November 2025 AI · Semiconductors · FX · Value-Up November 2025 has been an unusually tense month for the Korean stock market. Index swings have been sharp, but what really stands out beneath the surface is the sheer scale of foreign selling — very different from what we’ve seen in the past. Many investors are probably thinking something like this: “Earnings don’t look that bad… so why are they dumping this much?” “Is Korea out of favor now, or is this just part of a bigger global move?” To answer that properly, we need to break it down into three parts: ① How much have ...