DRAM Supercycle Conditions in Place AI-Driven DRAM Demand Robust, Chinese Output Cuts Add Momentum Rising Risk of Supply Shortages in Commodity DRAM A semiconductor supercycle is taking shape as artificial intelligence (AI) data cent

September home prices fall 0.4% month-on-month Prices drop in 63 of 70 major cities Weakened consumption and slower growth deepen downturn China’s property market slump is worsening.

Credit Agencies Flag Persistent Fiscal Strains General Government Debt to Reach 116.5% This Year Policy Dilemma Between Fiscal Austerity and Growth Stimulus Standard & Poor’s (S&P), one of the world’s three major credit rating agenc

U.S.

KakaoTalk Faces Backlash Over Ad Expansion NateOn Goes the Opposite Way with “No Ads” Policy A Risky Gamble Amid Losses — Can It Win Over KaTalk Exodus? NateOn, which has recently benefited from the backlash against KakaoTalk’s latest update,

Asian Foreign Exchange Market Volatility Deepens Regional Central Banks Intensify Defense Efforts China Signals Policy Shift on Exchange Rate As trade tensions between the United States and China intensify, Asian currencies have collective

Shutdown Enters Third Week, Federal Layoffs Materialize Bipartisan Distrust Deepens as Power Struggle Escalates Economic Uncertainty Mounts Amid Prolonged Stalemate As the U.S.

Eight Hwasong-11MA, Three Hwasong-20 ICBMs on Display Nuclear Status Emphasized along with China–Russia Cooperation “Survival Diplomacy” Aimed at Advancing as Arms Export Nation North Korea held a massive military parade in Pyongyang’s Kim I

Opposition Unity Collapses, LDP Likely to Produce Prime Minister Koizumi Leads Among Lawmakers and Party Members If No Majority, Runoff Between Top Two Candidates The Liberal Democratic Party (LDP) leadership contest, effectively a prime

Stagnant DRAM supply and AI-driven datacenter boom cited as key factors Expectations of structural growth momentum beyond cyclical rebound Rising output and overinvestment by Chinese chipmakers remain variables The prices of DRAM and NAND flash memor

Investigation launched in April under Section 232 of the Trade Expansion Act Tariff rate lower than the previously signaled maximum of 250% Ambiguities remain over scope of application, with further measures expected

Rise of Visa as Trade Agenda After Georgia Detention Incident Collision Between Large-Scale Korean Investment and Shortage of Skilled Local Labor Trump Shifts From Justifying Crackdowns to Accepting Legal Workforce The detention incident in G

H-1B visa fee to soar from $1,000 to $100,000 U.S. firms to shoulder up to $14 billion annually Severe repercussions for American jobs and innovation competitiveness The Trump administration’s decision to raise fees for H-1B visas—used by U.S.

Fourth High-Level U.S.-China Trade Talks Concluded Agreement on TikTok Sale, Trump’s Potential Visit to China Discussed Fentanyl and Russian Crude Oil Imports Among Outstanding Issues The United States and China reached a de facto agreement on the

Orchestra PE pushes sale barely two years post-acquisition Aggressive expansion and franchise turnaround lift performance Carlyle eyes rare buyout, synergy with Japanese portfolio KFC Konkuk University Station branch exterior

Foreign Capital Flight Triggered by Punitive Tariffs Equity Market Plunge Wipes Out $1 Trillion in Market Value U.S.

Over 90% of foreign investors vow to increase China allocations Rising prominence of high-tech industries fuels renewed interest Undervaluation appeal and stimulus prospects drive capital inflows Global investors are redirecting their gaze toward

Ali and Other Cross-Border Platforms Rapidly Absorbing Market Share Leveraging Success in Korea as a Springboard for Global Expansion BYD Leading the Way as Changan and Others Explore Market Entry Chinese companies are accelerating their foray in

Samsung and LG’s dominance in the OLED market China’s relentless pursuit triggering alarm 8.6-generation mega-investments accelerating market capture Flexible OLED by BOE / Photo = BOE Leverag

‘Female Abe’ Takaichi, Former Minister for Economic Security ‘Fun-Cool-Sexy’ Koizumi, Minister of Agriculture, Forestry and Fisheries, in Rivalry Prospect of Growing Uncertainty in Korea-Japan Relations if Takaichi Secures Victory