Decoding China’s Tech Independence Push: How Korean Fabless Firms Must Pivot Amid US-China AI Rivalry
Analyzing how China’s five-year plan for tech independence forces Samsung Electronics and SK Hynix to pivot hard toward non-China AI supply chains.
Analyzing how China’s five-year plan for tech independence forces Samsung Electronics and SK Hynix to pivot hard toward non-China AI supply chains.
Analyzing how the Strait of Hormuz helium crisis and the 2026 RAM shortage impact Samsung Electronics’ semiconductor output and export strategy.
Analysis for global investors on how the Fed’s rate pause amid soaring oil prices drives USD/KRW to 1504 and pressures Samsung Electronics’ margins.